Common Types of Supporting Documentation (2024)

The most common types of supporting documents are receipts, invoices, and proofs of payment. Here's the information that should be included on each:

Itemized Receipt

An original document from the merchant showing:

• Merchant's name
• Transaction date
• Amount paid
• Description of purchased item(s)
• Description of additional charges (taxes, service, delivery, etc.)
• Form of payment used

Invoice

An original document from the merchant showing:

• Merchant's name
• Invoice date
• Amount paid
• Description of billed item(s)
• Description of additional charges (taxes, service, delivery, etc.)

Proof of Payment

If receipt or invoice does not indicate payment has been received, then the following are acceptable as proof of payment:

• Photocopy of a cancelled check (front and back)
• Credit card sales slip
• Monthly credit card statement (all personal information not pertaining to the purchase should be redacted)