Getting Organized for Tax Time
Friday, February 12th, 2010
Are your tax related papers organized and readily accessible? Tax season can be a stressful time if you’re not organized and have piles of receipts in random places. Important tax related papers, like W2’s, 1099’s and end of year statements have probably started coming in the mail, so it’s important that you have a system to keep them all together. Instead of putting them aside “for later”, pick a basket, file or folder to place all tax related papers.
Getting organized for tax time is easy once you have an easy to use system in place, and a system that makes sense to you. You can create a system that you can use every year, which includes hanging files or folders labeled with specific categories, such as, financial statements, charitable donations, medical, income, mortgage interest etc. Or you can simply keep all tax-related papers together and sort through them when it’s time to prepare your taxes. You decide if you want to have more work to do at the end of the year or take the time to file by category throughout the year.
For tax related papers that you may be receiving now, consider filing them in a desk top file organizer or letter stand, like the ones shown here. Paper trays may also work. At the end of the day, the key is to be able to find your papers when you need them!
Jacquie Ross is a Maryland based Professional Organizer, writer, speaker and owner of CastAway the Clutter! Jacquie has been writing for Home Storage USA since 2007 and is presently the “Ask the Organizer” expert. A member of the National Association of Professional Organizers (NAPO), NAPO-Baltimore Chapter, and Maryland Association of Professional Organizers, she shows homeowners how to reclaim their time and space, and offers organizing and time management workshops and group presentations. Jacquie is also the author of Take Control of Your Clutter Before it Takes Control of You: 101 Tips to Success. Visit CastAway the Clutter to sign up for her free organizing tips at www.castawaytheclutter.com















With the vast amount of paper that comes across the average desk today, controlling paper clutter has become more and more difficult.





















