In order to facilitate accounting, here are some tips for organizing documentation:
- Sort folders (digital or physical) by year and month.
- Within each month, separate the documentation between income and expenses.
! If you have more than one bank account, it is advisable to also separate the income and expenses for each account. - Digitize everything: Scanning the documentation that comes to you on paper is a good security measure so you don’t lose anything.
! We digitize all the documentation that comes to us. - Always name the files with the same criteria. For example: Year-month-dia_NomProveïdor_ProducteAdquirit
- Watch out for your tickets:
- If possible, always ask for a complete invoice (in order to be able to deduct VAT).
- Tickets are easily cleared – take a photo of them immediately.
- Deliver the documentation to your adviser on a monthly basis, and if possible, use a single channel (physical or digital).

