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Getting Ready for Taxes - Get Organized!

Most people don't like to think about tax time - but now that January is over and W2's have been sent out - you might want to get a jump start on getting all of your tax information together!

Don't wait until April. That will just cause you a lot of stress!

First - get a folder or envelope so that you can put anything related to your taxes in one spot. Also, by keeping a folder marked "Taxes" - anything that comes in relating to taxes can be put into it throughout the year.

Second - get out your tax checklist and check off the items that you already have. If you don't have checklist - now is the time to make one. This will makes things easier next tax season.

Anything that you need for taxes, W2's, mortgage information, banking information, deduction information - should all be on your checklist. By doing this you won't have to remember everything that you need and you won't forget anything.

Third - make an appointment with your accountant as soon as possible - so that you aren't waiting until the last minute (and getting stressed out)

Fourth - after getting your completed tax forms back from your accountant - sign and send them out immediately

Fifth - be thankful that you are ahead of everyone else

Remember - being organized will save you time and reduce your stress

Less Clutter = Less Stress SM     in your home, your business and your life

Organizational Consulting Services

This post first appeared on Professional Organizer, please read the originial post: here

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Getting Ready for Taxes - Get Organized!


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