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85 - 3 things I am doing this month to organize my files and tax documents

85 - 3 things I am doing this month to organize my files and tax documents

FromOrganize 365 Podcast


85 - 3 things I am doing this month to organize my files and tax documents

FromOrganize 365 Podcast

ratings:
Length:
29 minutes
Released:
Jan 29, 2016
Format:
Podcast episode

Description

1. Collecting tax documents. Collecting, organizing and preparing tax documentation is overwhelming. I think it is because the information you need comes to you in a trickle through the mail, your email inbox and your own receipts - little by little - every day for weeks like Chinese water torture. So I have come up with a few ways to alleviate my anxiety and take the torture out of tax preparation. Have a file, box or basket to put ALL incoming tax information. Make a master list AFTER you file your taxes this year of the documents you needed to find. Above is a picture of my list. Set aside  a 3-4 hour chunk of time to organize and prepare your taxes in one sitting. I actually look forward to this day. :) 2. Purging all my files & creating a color coded filing system. After I file our taxes in early February I purge our filing cabinet. The first time I really did this it took days and I was able to get rid of 80% of what I had.   Download my FREE Printable - To Shred or Not to Shred   So I thought and thought and came up with this simpler, yet still cool, system. I already had colored hanging files {which I LOVE!!} and I assigned each category in my filing cabinet a color. Then I purged each file as I put the contents in the new colored file.   3. Systematizing my home based business income & expenses for 2016. Tax time has been a breeze the past few years because I have kept up with my business taxes each month. Having been in business for myself for over 20 years, I know how hard it is to keep everything organized. This year I disciplined myself to do my finances in my business all by myself DAILY! Each month I would reconcile and do my tax prep on the 1st of the month. I actually started to look forward to it because I have created a checklist and form to fill out each month so I didn't miss any expenses. Each month I knew how much I actually made. I was able to continually refine my process and reduce my expenses. This year I had my graphic designer make my pages in to adorable printables and they are available in my ETSY shop both as a digital download or printed with divider tabs in a DUO Binder. Click here to read the full post, download the printable and enter the giveaway!
Released:
Jan 29, 2016
Format:
Podcast episode

Titles in the series (100)

Lisa Woodruff is a home organization expert, productivity specialist, and author of The Mindset of Organization, Take Back Your House One Phase at a Time, and How ADHD Affects Home Organization. Lisa teaches functional organizing and is often caught quoting, “done is better than perfect” and “progress over perfection.” Lisa’s sensible and do-able organizing tasks appeal to multiple generations. Her candor and relatable style make you feel she is right there beside you, helping you get organized as you laugh and cry together. Lisa believes organization is not a skill you are born with. It is a skill that is developed over time and changes with each season of life. Lisa has helped thousands of women reclaim their homes and finally get organized with her practical tips, encouragement, and humor through her blog and podcast at Organize365.com.