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02 : Getting Your Tax Papers in Order
02 The JOYS of Getting Your Tax Papers in Order Print E-mail
File Taxes Early, quick tax refund and stress free days in April.

The JOYS of Getting Your Tax Papers in Order.

Early filing, quick refund and stress free days in April.

So Do One Thing – Create a Tax Document Collection Point

Collect and organize your tax documents for simple tax prep. Make it easy by setting up a "Tax Stuff" file to put papers in their place. It's as simple as adding a file or container to your current system to collect all the incoming tax documents.

Create : A "Tax Stuff" file. Label a folder, hanging file or envelope "This Years Tax Stuff" or add an extra container to your Action Center

When you receive a document in the mail put it directly into your "Tax Stuff" file, don't let it get lost in your piles.

A Few More Things

If you are unsure of paperwork you need,

Download : Tax Stuff Checklist and put it with your "Tax Stuff" file. This is a editable PDF checklist.

Check : last years return and use as a guide. Add any additional documents you need to your "Tax Stuff Checklist"

If you have not received the required documents by the end of January,

Contact : the financial institution responsible for the information. MSN Money provides details on who you should contact for what.

If you want more information regarding tax topics,

Visit : the IRS website or find Tax Topics by Category at taxtopics.net.

Just Organize Your Stuff for Simple Tax Prep.

Having a system to collect and organize your tax related documents will make tax prep a breeze. There are many software products and web apps that can help you keep track of your information throughout the year. And, if you haven't set up home filing system, now is a pretty good time.

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Much Joy

 
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