Time to get last year's tax documents processed. If the thought overwhelms you just follow this brief checklist and keep it simple.
- Make sure you have your supplies ready. Folders, Sharpie marker, tabs, and bankers boxes to store archived files.
- Schedule at least 2-3 hours for you to be able to work on this task. Make sure you have enough time to sort, purge and create your new set of files for the New Year as needed.
- Make sure your loose ends are tied. Check for any missing invoices or documents you need.
- Gather everything you need, personal information, tax income forms, banking statements, deductions, etc.
- When you're ready, remove last years expenses and records and place them in bankers box or large envelope and clearly label it.
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