I need a receipt each month for my auto-payments.

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  • Updated 6 months ago
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It's not good enough to see it reflected as paid on the following month's bill. I need a proper receipt for work and tax reasons. Why doesn't Koodo issue a receipt when they take my money?
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SB

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Posted 1 year ago

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Goran, Mobile Master

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You have been told that providing your monthly bills aren't good enough for such purposes?

If you go into self-serve, view Bill, you can go into account history. It goes back a few months but I don't see anything more.
(Edited)
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SB

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No, I need to show the receipt for my payment transaction.
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Dennis, Mobile Master

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You can combine it with your credit card or debit card statement
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Robert, Mobile Master

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Don't you receive an email from Koodo telling you that you paid your bill? I do. Would that be a good receipt?
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David, Mobile Master

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Like hydro, gas, landline, cable, credit cards, and other regular payments, your receipt is stated on your next bill. Koodo is no different. Your invoices will be satisfactory for tax purposes.
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David

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This comment: "Like hydro, gas, landline, cable, credit cards, and other regular payments, your receipt is stated on your next bill. Koodo is no different. Your invoices will be satisfactory for tax purposes" is not fact, just opinion.  CRA have specifically told me in a telephone conversation with them "that online statements or hard copy credit card are not admissible as receipts for tax purposes, to be considered as a receipt the document must show the amount paid, the date payment was made, to whom it was paid (preferably on a letterhead) and the recipients HST number should also be included.
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Dinh, Mobile Master

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@David, your next bill had the detail of the last payment and date of it.

If you are looking for a document that said a receipt of payment. You could print the record of account transaction in your selfserve. It could act as a receipt. Go to Selfserve --> Billing --> Account history and hit Print.

I believe when you make a payment, Koodo also sends one email to confirm that it has received.
(Edited)
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David

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@Azure, you are about 95% of the way there... that page includes some (90%) of the information required, I have taken a screenshot (5%) of the page (there isn't a print option) however the service representative at the CRA rattled off a list of their requirements for a document to act as an official receipt and the Billing > Account History page does not include that information - the other 5% (see my op) - so I'll be sending the screenshot to CRA and ask for their opinion. It may seem that I am splitting hairs here but I've been paying for a phone as a business expense and I am determined not to have CRA dismiss the expense over a matter of a few missing details.
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Dinh, Mobile Master

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@David, you could install a pdf printer on your PC/mobile. I often used cutePDF to print something from screen (it is free), instead of screenshots. After installing it, you could hit Ctrl P and select the pdf printer. You would have a pdf file.
(Edited)
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David, Mobile Master

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Why are you taking screenshots of a PDF document you can send to the CRA in its entirety? Download it to your computer, and attach it to the email you will send them with your inquiry. The PDF will be identical to the bills hundreds of thousands of businesses use for expensing their telecommunications each year. The CRA has accepted electronic storage of documents for years - our accountant does not keep paper files for any of their clients - it is all scanned and stored.
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David

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A scanned document still had to be a hard copy document prior to being scanned... apart from which this issue is muddying the water... the I have yet to see a screenshot, pdf or anything else which clearly states that it is a receipt for monies/payment received - and that is what CRA, not an accountant have said is required + of course the details as listed in my op.

You see it comes down to this,,, neither your opinion nor that of anyone else, trumps the advice and/or requirements of the CRA.