What makes a receipt claim-ready?

Read the current Guide: The Dossier Way

“Captured” is Dossier's word for a receipt that carries what the CRA looks for to support a claim. It's a documentation standard, not a verdict on eligibility — and it's surprisingly easy to fail.

The five fields almost every claim needs

• Who you paid — the vendor, provider, or organization
• When — the date of the expense
• How much — the amount, with sales tax where charged
• What for — a description of the goods or service
• Who it was for — the patient, the child, the household — when the line cares

Then each line adds its own demands

A donation needs an official receipt with the charity's registration number and specific wording. A child care receipt from an individual needs their SIN. A medical receipt should name the patient. A generic card-terminal slip — amount, date, nothing else — supports almost nothing.

The habits that keep you claim-ready

Ask for the detailed receipt, not the terminal slip. Capture it the day you get it, while a correction is still possible. And when a receipt is missing something, go back to the vendor now — a pharmacy can reprint an official receipt in April; a moving company from last summer may not.

Dossier automates the check: it reads each receipt on your device, compares it against the rules for its tax line, and stamps it Captured or flags Needs attention with the specific gap.