Record Keeping Best Practices
Bookkeeping5 min read

Record Keeping Best Practices

How to organize your receipts and financial documents for a stress-free audit.

What to Keep

You must keep all records and supporting documents that are required to determine your tax obligations and entitlements. This includes:

  • Sales invoices and receipts
  • Purchase receipts and expense records
  • Bank statements and cancelled cheques
  • Payroll records

Retention Period

Generally, you must keep your records for six years from the end of the last tax year they relate to.

Digital Records

The CRA accepts digital records, but they must be readable and accessible. It is highly recommended to have backups.

Official Resource: Keeping records (CRA)