Folder Template

Storing your records electronically is the best option these days. We recommend that you organise your electronic folders so that under each tax year, you have the following sub-folders:

1 Personal Details

2 Donations

3 Bank Statements

4 Invoices paid via Bank

5 Invoices paid Personally

6 Loan Statements

7 Legal Documents

8 Property Manager Rent Statements

9 Chattels & Mileage

Here is a link to a template of the above folders.