Get the free Receipt Summary Worksheet - fmo hawaii

I certify that the expenses claimed were incurred by me on official University business on the dates shown, and that I have attached original receipts for each expense as required by University Policy.

How to fill out receipt summary worksheet

How to fill out a receipt summary worksheet:

1. Start by filling in the basic information at the top of the worksheet. This includes the date, your name or business name, and the period covered by the receipts.
2. Next, list the individual receipts you have collected during that period. Include the date of each receipt, the name or description of the goods or services purchased, and the amount paid.
3. Group the receipts based on categories such as office supplies, travel expenses, or client meals. This will help you organize your expenses and make it easier to analyze later.
4. Calculate the subtotal for each category by adding up the amounts for each receipt within that category.
5. Sum up all the subtotals to get the total expenditure for the period. This will give you an overview of how much money you have spent within each category and in total.

Who needs a receipt summary worksheet:

1. Small business owners: Keeping track of expenses is crucial for small businesses. A receipt summary worksheet can help business owners monitor their spending and make informed financial decisions.
2. Freelancers and self-employed individuals: Those with irregular income or who work on a project basis can benefit from tracking their expenses with a receipt summary worksheet. It helps them better understand their expenditure and manage their finances.
3. Individuals for tax purposes: When filing tax returns, individuals may need to provide a summary of their deductible expenses. A receipt summary worksheet can be used to calculate and report these expenses accurately.

Remember, the purpose of filling out a receipt summary worksheet is to have a clear picture of your expenses, which can be useful for budgeting, financial planning, or tax purposes.

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