Page 12 - CBS Client Handbook

4. ​DO​ make sure to submit the VAT receipt or invoice

If you are GST/HST registered then you can only claim the GST/HST back on
the amount you spend if you have the GST/HST receipt showing the
GST/HST number.

This is a credit card slip, not a GST/HST receipt so you can’t prove that the
spend was business related – it could have been for anything, and you can’t
prove that you paid any GST/HST on the spend.

Orders are also not GST/HST receipts. They may provide sufficient evidence
of a business spend, but they don’t provide enough evidence to be able to
reclaim the GST/HST.

Always ask the supplier for the GST/HST receipt or invoice. Ask at the time
of purchase when the transaction is fresh in your mind, and your suppliers.

5. ​DO​ add notes and instructions!

Sometimes mistakes happen – you went out
without your personal card and put a personal
spend on your business card.

Add notes for your Cloud Bookkeeping Services
support team, (or yourself later!) if you think
they would help.

If you aren’t comfortable enough yet with the app
to leave us notes with within the ReceiptBank app
directly, feel free to leave handwritten notes for
us. We will read those as well!

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