Hey Belle Hey-

WHAT DAY IS IT?

TAX DAY

Yep…I Said it… I am proud to say that I am ahead of the game and to ensure that I stay ahead I’m giving you a peak at how I organize my tax items through the year. As a business owner, home owner, etc. making sure that you keep everything in one place is essential.

Here’s what you’ll need:

3-prong folder (I use this instead of a binder to make storing it in my file cabinet less bulky)
Tabbed Dividers
Pocket Protectors
A Label Maker (I use the Dymo Label Maker)
A Calculator

Each year I label the folder with the tax year and then I label each tab for things I need to keep up with throughout the year.

Inside of the folder I have a section for Business Receipts and my Business Spreadsheet. I have a section for charitable giving and this year I will have a section form moving. In the past I’ve had a section for school expenses….I highly recommend meeting with a tax specialist/accountant to discuss expenses you should track throughout the year if you itemize your taxes.

Once I have my labels made I slip one/two pocket proctors behind each tabbed section to make sure that I have a space to store the necessary documents . Also, having this folder set up early makes sure that you stick to a plan because all you have to do is place the paperwork where it goes.