Organising Documents in Vault

Guidelines for Organising Your Documents in Vault

To ensure that all documents are easily locatable and retrievable for audit purposes, please organise your Vault account using the following folder structure. Label all files clearly and meaningfully.

1. Bank Statements

   • Create a main folder for all bank statements.

   • Within this folder, create subfolders for different years and months, optional

2. Sales Invoices

   • Create a folder for all sales invoices.

   • Use subfolders for each month of the year to store invoices systematically, optional

3. Expense Invoices

   • Create a folder for all expense invoices.

   • Use subfolders for each month of the year to organise them properly, optional

4. Business Profile (ACRA Biz File) & Financial Statements

   • Create a folder to store your ACRA Biz File and financial statements.

   • Add subfolders by year to keep past statements organised.

5. Sales Reports from Portals (e.g., Shopify, WaveApp, etc.)

   • Create a folder named after the portal you use (e.g., “Shopify”).

   • Within this, create subfolders for each month to store reports.

6. Tax Filings

   • Create a folder to store all past tax filing documents.

   • Organise them by year in subfolders.

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