Almarix guides

Guides

For Canadian businesses, bookkeepers & accountants

Practical answers on receipts, records and client documents, based on CRA and Revenu Québec rules. Each guide is available in English and French.

Receipts and records

How long to keep receipts for the CRASix years from the end of the tax year, the exceptions that make it longer, the Quebec rule, and when scans can replace paper.Read the guide → Lost a receipt? What the CRA accepts insteadHow to replace a lost receipt, what a bank statement does and doesn't prove, and what it means for GST/HST.Read the guide → Are digital receipts accepted by the CRA?Emailed receipts, PDFs, app receipts, photos of paper receipts and card statements: what to keep for each.Read the guide →

Running a bookkeeping practice

A file naming convention for client documentsOne pattern for every client document, with type codes, examples and rollout steps for bookkeeping firms.Read the guide → How to get clients to send their documents on timeA clear request, deadlines that leave you room, and a three-email reminder sequence you can copy.Read the guide →

See the paperwork handle itself.

Almarix reads every receipt and document as it arrives, names it, files it in the right folder of your own cloud storage, and posts it to QuickBooks Online or Xero.

See how Almarix works →
No setup fee · 30-day money-back guarantee · English & French · Data stored in Canada