My Very Unfancy Tax Receipt Folder
A simple way to organise tax receipts for the financial year using an A4 envelope. Download a free tax receipt cover sheet, no email required.
Jackie Matjasec
7/8/20263 min read
The new financial year is here, so I made my new tax receipt folder.
And when I say “system”, please do not picture anything too fancy.
It is literally an A4 plastic envelope with a cover sheet in the front.
That is it.
I have used this for years because it works for how my brain and my life actually operate. I know some people love a beautiful filing system, but for me, if it is too complicated, I will not keep doing it.
So my rule is simple.
Get the receipt.
Put it in the folder.
If I get a tax invoice, I print it or save it where I can find it. If I have a receipt in my wallet, bag or car, it goes into the envelope when I get a chance.
Is it perfect? No.
Does it mean every receipt will be claimable? Also no.
But it does mean I am not getting to tax time with receipts floating around in twelve different places and trying to remember what I bought back in August.
That is the part I think matters.
Sometimes we make money systems too hard. We think we need the perfect app, the perfect spreadsheet, the perfect folder, the perfect routine. But most of the time, the best system is the one you will actually use.
For me, this is it.
A folder. A cover sheet. Receipts shoved in during the year.
Very professional.
Very high-tech.
Absolutely not.
But it works.
You could use something like this for work-related receipts, donation receipts, course or training receipts, stationery, office supplies, business bits and pieces, parking or travel notes if they apply to you, or anything you may want to ask your accountant or tax agent about later.
I made a free Tax Receipts 2026/27 cover sheet if you want to use the same idea. It is designed to print and slide into the front of an A4 envelope or folder.
No email required.
No sign-up.
Just download it, print it and use it.
Because, sometimes the boring little systems are the ones that save you the most stress later.
My Very Unfancy Tax Receipt Folder
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