How to organize paperwork for a small contractor
A simple filing habit that saves hours at tax time and in disputes.
- Pick one place for each job. Keep quote, signed approval, photos, invoice and receipts together.
- Name files the same way every time. For example customer, date and job type.
- File the same day. Ten minutes daily beats a pile at month end.
- Keep a short list of what must be kept. Ask your accountant how long to keep records.
- Back up regularly. Keep a second copy somewhere separate.
Common questions
How long should I keep job records?
Retention rules vary. Verify with your accountant or attorney.
Paper or digital?
Digital copies are easier to search. Use whichever you will keep up.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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