Now that tax season is behind us, here’s a tip for anyone that has complicated taxes like I do – TAKE NOTES! This tax season I took extra detailed notes on deadlines, things I need to do/collect, things to remember so when next year rolls around I won’t feel confused since it’s been a good 12 months 🙂
Here’s what I did: took VERY detailed notes of everything we did this past tax season, printed the list, laminated it, and taped it to the outside of a mini file box I picked up at the dollar store. Throughout the year I’ll collect all my tax documents (which are included on my list of course!) and when tax season rolls around next year, it’ll be a breeze because I’ll remember everything we did last year! The box will stay in a prominent location in my office so it’s easy to see, access, and use 🙂
P.S. – I had to cover my list with post-it notes because it contains sensitive information. The post-it notes will be reused 🙂
How to Organize Tax Documents – Making Taxes Easier
