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The importance of keeping good records as a paid carer

Posted on 18/06/2014

When you are setting up a new business as a self-employed paid carer or a small care setup where you will be employing staff, then it is important that you keep the right records that are relevant to your business.

There are lots of different types of records that you need to keep and they each have a purpose. For example, you will need to ensure that you keep thorough timesheets, send out prompt invoices and log when you receive money. All of this is necessary when it comes to doing your tax return.

When you are employing staff, records are even more important, as there are certain records that you need to have, such as pay, financial deductions and their contracts.

Other records are related to your clients, such as contracts that you might have with them, policies and procedures, notes from your sessions, care and support plans and more. You may need these to liaise with a client’s family, other support worker or medical professional.

Organisation is key when it comes to keeping accurate records, so you need to have somewhere to store everything that you need and a system that means you can find a document quickly when you need it.

To help you get started, we have put together a detailed booklet called ‘Record keeping for paid carers’, which looks at all the different records that you need to keep and best practices for how to keep them. 

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