How to Attach Receipts and Documents

How to Attach Receipts and Documents

The Receipt Attachment feature enables you to link supporting documentation directly to transactions, invoices, bills, and expense claims, creating complete digital audit trails that satisfy Australian Tax Office record-keeping requirements whilst eliminating physical paper storage burdens. Attaching receipts provides critical substantiation for expense deductions, validates GST input tax credit claims, supports audit responses, facilitates expense policy compliance reviews, and ensures documentation accessibility when preparing tax returns or responding to ATO enquiries.

Exacc accepts common file formats including PDF documents ideal for scanned receipts maintaining quality and small file sizes, image files such as JPG, JPEG, and PNG from smartphone photos or screenshots, and various document types depending on system configuration, with upload mechanisms supporting traditional file browsing, drag-and-drop convenience, mobile app camera integration for immediate capture, and in some cases email forwarding to dedicated receipt processing addresses. Quality requirements demand legible text, clearly visible amounts and dates, identifiable business names and ABNs, distinguishable GST components where applicable, and reasonable file sizes typically under 5-10 megabytes.

Australian taxation law requires businesses to retain records for five years from preparation or transaction dates, with digital storage fully acceptable provided documents remain legible and authentic throughout the retention period. Tax invoice requirements vary by purchase amount, with minimal documentation sufficient for purchases under $82.50 including GST, whilst purchases between $82.50 and $1,000 require supplier ABN, date, description, and GST-inclusive amount, and purchases exceeding $1,000 demand comprehensive documentation including buyer identification, itemised quantities and prices, and explicit GST amounts.

Want to learn the exact steps to efficiently attach and manage receipt documentation? Follow our guide below for a detailed walkthrough of the receipt attachment process.

Receipt Attachment Steps

Link supporting documentation to transactions for complete digital audit trails

Receipt Successfully Attached!

Your supporting documentation is now digitally linked to the transaction - the receipt is securely stored, readily accessible for audit purposes, compliant with ATO retention requirements, and your accounting records have complete documentation trails.