Direct Payments Factsheet
A4: Finance & record keeping
The council is responsible to ensure that direct payments are used appropriately to meet the care and support needs outlined in the care and support plan.
This includes monitoring and auditing how funds are spent. While we do not expect individuals to keep detailed accounts, there are certain records that must be maintained. Please retain these records, as we will request them periodically.
A worker from the direct payments support service will discuss this with you, explaining what you need to keep and when they will need to review your records.
The following information is for your guidance only. You may wish to check with HM Revenue and Customs for further guidance on employer records.
Alternatively, our direct payments support service can provide advice. The examples shown below have been extracted from information and guidance provided by CIPFA (Chartered Institute of Public Finance and Accountancy).
