get ready for tax season
GATHER TAX RECORDS
- Save time when preparing taxes by keeping all tax information for the year together in one Colored Expanding File.
- Start a new file for the current tax year in January so you have a place to put records throughout the year.
- File receipts and tax related records weekly so you don’t misplace them.
GROUP RECORDS BY HOW YOU
- Separate documents into the categories you use for each part of your return.
- Review previous tax returns for help establishing categories.
- Write the categories on the tabs and arrange them in the file in a straight line for quick reference.
KEEP THE
- Consult your tax advisor for advice on your minimum retention requirements.
- Choose antimicrobial stock to protect the file from mold and mildew damage.
- Store files for all tax years in the same location
For more organizing ideas, visit my website: www.andreadekker.com
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