I tell all my tax clients to save any receipt they perceive as related to their business. If they do this I can accept or reject a receipt as being business related. It's the receipt they don't bring that could have been accepted that can't be a business expense. Some of my clients scan their receipts and give them to me in a pdf This prevents future fading of a receipt and easy access in the event of a future need. Additionally if they bring every thing tallied in a Excel worksheet I can cross reference the pdf and the worksheet for my due diligence. As much as I see QB as the McDonalds of accounting I do pay for the annual version so I can open their QB fie. My preference is an accounting software that won't allow the user to easily change from accrual to cash basis reports. And QB is one of the few, if there are others, that allows this switching.