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How to Organize Tax Documents - Making Tax Time Easier

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

How to Organize Tax Documents – Making Taxes Easier


    Alejandra Costello
  • About Alejandra

  • Since 2008, organizing expert & certified life coach, Alejandra Costello has taught thousands of students in 132 countries how to get organized through her video-based training programs. Her YouTube videos have been viewed 100+ million times. Named 1 of the 5 most organized people in America by HGTV and "The Decluttering Queen" by Good Morning America, Alejandra's expertise has been featured in The New York Times, Oprah.com, The Washington Post, The Wall Street Journal, Good Housekeeping, Family Circle, Woman's Day, Parents Magazine, and CBS. You can read more about Alejandra here or see our Press page here.


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