Section outline

    • Keeping good records is important when you’re self-managing your NDIS plan. Your records show what you’ve spent and help you stay organised. The NDIS requires you to keep these records for at least five years.

      What Records to Keep

      1.     Service Agreements and Contracts

      ·        Keep signed agreements with your providers. These documents explain the services you’ll get, how much they cost, and other important details.

      2.     Invoices and Receipts

      ·        Save all invoices (bills) and receipts for the services and supports you pay for with your NDIS funds. This includes therapy sessions, equipment, and other costs.

      3.     Bank Statements

      ·        Online Banking: Many people use online banking for convenience. You can download digital bank statements each month and save them in a folder on your computer or cloud storage.

      ·        Paper Statements: If you use paper statements, keep them in a folder and store them safely.

      ·        Bank statements show all transactions related to your NDIS spending. Having these records helps you track and verify each expense.

      4.     Progress Reports and Outcomes

      ·        Some providers, like therapists, may give you reports on your progress. These reports show how their services help you reach your goals and may include recommendations for future support.

      5.     Communications Records

      ·        Save copies of all written communication (emails, letters) with the NDIS or providers. These records are helpful if you ever need to show details about an agreement or service.

      6.     Quotes for Services or Equipment

      ·        Save any quotes (price estimates) you get, even if you don’t end up using that provider. These are useful for comparing prices and planning future expenses.

      7.     Meeting Notes

      ·        Keep notes from any meetings or discussions about your plan. These notes help you remember what was discussed and any actions you need to take.

    • Staying Organised

      Using a Paper System

      1. Create Folders: Label folders by type, such as “Invoices,” “Service Agreements,” and “Bank Statements.”
      2. Sort by Date: Within each folder, sort documents by date, so the most recent documents are on top.

      Using a Digital System

      1. Make Folders on Your Computer or Cloud Storage: Organise folders by type, such as “2024 Invoices” or “Service Agreements.”
      2. Scan and Save Receipts: Use a scanner or take a photo of receipts, especially if they’re printed on paper that might fade.

      Tip: Use clear file names, like “2024_Jan_ABCProvider_Invoice” to make it easier to find documents.

      Learn more about digital record-keeping see the NDIS website.

    • Activity: Setting Up Your Record-Keeping System
      1. Choose a System: Decide if you prefer paper folders or a digital setup.
      2. Make a List of Important Records: Write down the types of records you need to keep, such as invoices, bank statements, and service agreements.
      3. Set a Monthly Reminder: Set a reminder to review your records once a month to stay up-to-date.
    • True or False H5P
    • Quick Quiz H5P
    • Helpful Links