What Make a Receipt "Itemized"?
An itemized receipt shows exactly what was purchased, for whom, the service date, and the cost of each separate item or service.
Note: A basic receipt that only shows a total amount is not enough. Make sure your receipt includes all the key details listed below.
Tip: Take a photo of your itemized receipts when you receive them, so you can easily access them later on when documentation is required.
Your itemized receipt must include:
1. Name of the provider (E.g., CVS, Dr. Smith's Office)
2. Name of the person who received the service or item (E.g., Provider Tax ID for Dependent Care Account (DCA) is acceptable)
3. Description of services or items purchased (E.g., Physical therapy session, prescription medication, contact lenses)
4. Date(s) of service or purchase (Make sure the date is specific)
5. Total cost or amount (Each item or service should have its price listed)
Warning: An itemized receipt isn't always the default receipt you receive after a purchase. Sometimes, you might need to specifically request an itemized receipt.
Prefer a Visual Walkthrough?
Watch a quick video guide on itemized receipts.
