TALIA HELPS — WORK EXPENSE RECORD SHEET
Free manual template. This does not determine whether an expense is deductible.

Purchase date:
Supplier:
Amount and currency:
What I bought:
Job or work purpose:
Payment method:
Supporting document name or reference:
Personal portion, if any:
Information still to review:

ILLUSTRATIVE EXAMPLE
Date: 2026-09-29
Supplier: supply store (example)
Amount: USD 60.00
Items: cleaning products and gloves
Purpose: office cleaning job
Receipt: USD 90.00 purchase, including USD 30.00 personal items
Reference: 2026-09-29_supplies_job-04
Note: no tax or discounts in this example.

BEFORE MARKING IT REVIEWED
[ ] I compared the date, amount and description with the documents.
[ ] I separated personal items and flagged mixed use.
[ ] I checked whether I had already recorded the purchase.
[ ] I kept the full receipt and a backup.
[ ] I left open questions visible for my accountant.

Do not include card numbers or identity documents in this sheet.
Keep supporting documents too. Your accountant reviews the tax treatment.
Guides: https://www.taliahelps.com/en/guides/
Source on supporting documents: https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep