It's getting close to Tax Time! I know that people are probably scrambling to get all of their documents ready to take to their accountant. But there are ways to make this time a lot less stressful - by being prepared ahead of time.
Start by having a folder dedicated to all things "tax related".
During the year - anything that comes in that might in any way be tax related - any receipts or documents - put them into the tax folder.
That includes any banking or financial documents. Also - any mortgage or loan interest statements.
Tax deduction documents. Expense receipts. Donation receipts. W2's. 1099's. Saving, investments or dividends. Any other income or losses.
And much more. Your account can provide a list of all of your needed documents.
What is helpful - is having a checklist that you can reuse every year - that lists all of the things that you are waiting for. When they come in - just check them off of your list! Keep a blank copy of this list in your tax folder. If things change - you can always add or delete them from your list.
By having a system in place - and a place for your tax file - this time of year should be a lot less stressful!
Less Clutter = Less Stress SM in your home, your business and your life
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