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bills & taxes
Old 07-24-2012, 10:32 AM   #41
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bills & taxes

Unfortunately we've got several a month that fall into the write-off category. Right now, we receive all paper bills and scan them to PDF and then file by year and then by payee.

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Originally Posted by easysurfer View Post
The bills that come to mind for me are property taxes. I pay them online with my checking account. I keep the original bill, and print out the online transaction record to a pdf file (using Cutepdf) as a record.
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Old 07-24-2012, 11:25 AM   #42
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Originally Posted by omni550 View Post
I appreciate all the responses.

One thing kept me from switching to autopay. I've heard about people who had trouble with autopay when they either tried to cancel a service (e.g. switching cell phone providers or gyms)...and the older provider kept deducting from their account even after the switch to the new provider.... or incorrect amounts were deducted.

Has anyone had these types of issues (or any others I haven't heard about)?

omni
Gyms are notorious for this. I've also had feuds with a nationally known alarm monitoring company that required me to do a "Stop ACH" and then pursue more litigious measures when they started sending paper bills.

I use Billpay "push" exclusively now.
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Old 07-24-2012, 12:08 PM   #43
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Originally Posted by easysurfer View Post
The bills that come to mind for me are property taxes. I pay them online with my checking account. I keep the original bill, and print out the online transaction record to a pdf file (using Cutepdf) as a record.
Does your jurisdiction have the tax bills on the web some do and some don't. So you could print out the bill, write an old fashioned check and mail it in. Typically these sites then have a report on the account online that would show the bill having been paid as well.
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Old 07-24-2012, 12:23 PM   #44
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Does your jurisdiction have the tax bills on the web some do and some don't. So you could print out the bill, write an old fashioned check and mail it in. Typically these sites then have a report on the account online that would show the bill having been paid as well.
I get a paper bill in the regular mail twice a year (two payments per year). I can pay it the old fashioned way by check (yet, my bank no longer returns checks, so check images are online only) or process a payment online. Yes, online shows that bill is paid. But what I do is when I pay online, I just print of a copy of the transaction (with transaction number) and save that and my paper bill as documents I need in case the IRS comes knocking.
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Old 07-24-2012, 12:26 PM   #45
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Most of my auto-pays would not be deductible items except for health insurance and mortgage interest. Medical expenses and property taxes I get a bill in the mail and pay electronically through my bank. For contributions I have my bank records and the acknowledgement letters that I get back from the charitable organizations.
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Old 07-24-2012, 02:08 PM   #46
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Originally Posted by someguy View Post
Do any of you have bills that you write off on taxes? How are you handling keeping a "receipt" for those if you e-pay them?
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Originally Posted by easysurfer View Post
The bills that come to mind for me are property taxes. I pay them online with my checking account. I keep the original bill, and print out the online transaction record to a pdf file (using Cutepdf) as a record.
+1

I also make pdf's of all my monthly financial statements (banks, credit cards and brokerages). Then if there is a computing banking disaster as happened recently with Royal Bank of Scotland, NatWest and Ulster bank, I have all my documentation up the end of the last month.

BBC News - RBS boss blames software upgrade for account problems

BBC News - RBS computer problems: MPs demand answers

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The bank group has warned it will not achieve "a completely normal service" across all its banks until next Monday, due to the "significant stress" on its systems.
This means that the service will not be completely back to normal until almost two weeks after the software upgrade, which caused disruption for millions of bank account holders at RBS, NatWest and Ulster Bank.
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