Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: jim bean on January 30, 2012, 09:41:20 pm

Title: Record keeping
Post by: jim bean on January 30, 2012, 09:41:20 pm

Is it required to have a book with every job in it and crosses etc to show when you have done the work( for the tax man ) or can you get away with just putting in a single figure per week?
Thanks

Title: Re: Record keeping
Post by: Moderator David@stives on January 30, 2012, 10:12:58 pm

You need a daily figure, and need to keep a copy of each transaction

Title: Re: Record keeping
Post by: Helen on January 30, 2012, 10:16:44 pm

Quote from: jim bean on January 30, 2012, 09:41:20 pm

Is it required to have a book with every job in it and crosses etc to show when you have done the work( for the tax man ) or can you get away with just putting in a single figure per week?
Thanks

How are you monitoring your work list?
Pen and paper, excel spreadsheet or other?

Title: Re: Record keeping
Post by: jim bean on January 30, 2012, 10:32:33 pm

Book and pen. Write date at top jobs up side x for done and paid / for done awaiting payment. I may jump on excel as I have access and probably would be a lot quicker adding figures etc.

Title: Re: Record keeping
Post by: Total shine cleaning services on January 31, 2012, 12:51:15 am

I use George and just put the monthly figure that has been collected during that month....Graham

Title: Re: Record keeping
Post by: AS Window Cleaning on January 31, 2012, 07:50:41 am

tax man wants to see where money came from, so a daily customer record needed.

the more open and better records you have, less of a nitemare if audited.

Title: Re: Record keeping
Post by: [GQC] Tim on January 31, 2012, 09:46:36 am

Do yourself a big favour and put everything in a window cleaning program, such as George (The window Cleaner's assistant) or other program. Tax returns couldn't be easier (if you forget for a second the thousands of pounds that need to be paid pronto!)