Updated
How should a musician review an invoice before sending it?
A practical pre-send checklist for session musicians and producers: agreed work, billing details, payment instructions, attachments, and delivery review.
Read the guidePractical answers for the work that happens after the session: preparing invoices, organising records, and making your books easier to review.
Updated
A practical pre-send checklist for session musicians and producers: agreed work, billing details, payment instructions, attachments, and delivery review.
Read the guideUpdated
Compare the statement, withdrawal confirmation, fees, and payment currency before trying to match a music royalty payout to a bank deposit.
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Organise income records, expense evidence, equipment documents, report dates, and unresolved questions before handing your music business books to an accountant.
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Use CRA’s decision factors to review music equipment purchases, repairs, and upgrades, then prepare a clear classification note for your accountant.
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Check CRA’s small-supplier threshold, quarter-by-quarter timing, and voluntary-registration obligations before updating your music business tax settings.
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Check the account, dates, amounts, and supporting evidence before confirming a bank statement match, with a practical example for music business bookkeeping.
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Prepare readable receipt files, use Clef’s Documents upload correctly, and preserve the original evidence and backups behind your music business purchases.
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Review CSV column mappings, dates, signed amounts, currency assumptions, and skipped rows before committing music business transactions in Clef.
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Keep a usable vehicle log, fiscal-period odometer readings, and supporting receipts for music business travel, with practical ways to reference the evidence in Clef.
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Keep the receipt, payment evidence, business-purpose note, and reimbursement details behind a music business meal, then review the applicable tax treatment separately.
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Compare a client payment with the invoice, account and settlement evidence before using Clef’s manual paid action, including partial-payment review.
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Prepare a reviewable record of shared home-studio use with room measurements, session hours and household bills, using current CRA guidance for Canadian sole proprietors.
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Use this buyer-side checklist to review GST/HST documentation on a studio rental invoice before an accountant assesses an input tax credit.
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Match hotel folios, train and other passenger fares, itinerary changes and promoter contributions to paid Canadian gigs before handing off your travel records.
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Count unsold shirts, vinyl and other merch by item and location. Reconcile the count with sales and stock changes before handing the records to your accountant.
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Build a reviewable music grant expense file with the approved budget, supplier invoices, proof of each payment, and any changes your funder approved.
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Document an overdue gig invoice, follow-ups and any part payments so your accountant can review the outstanding balance and whether bad-debt treatment applies.
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