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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
Is there a need to log those expenses which were paid with Deputy's savings? Deputy has no intention to claim.
How do I file my expenses for P on OPGO?
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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?
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As a PDD, can I file hard copy Deputy reports?
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