How do I keep records / supporting documents for expenses on behalf of Person who has lost mental capacity ("P")?
It is a good practice to keep records of important decisions you have made as a Deputy. As a Deputy, you can use the Finance Tracker feature in OPG Online (OPGO) to keep regular records of monies received and monies spent on behalf of P during the reporting period.
Related questions
How do I file my expenses for P on OPGO?
Is there a need to log those expenses which were paid with Deputy's savings? Deputy has no intention to claim.
What safeguards are in place to ensure that professional Deputies act in your best interests and do not charge excessively for their services when you lose mental capacity?
As a PDD, can I file hard copy Deputy reports?
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