It’s tax time again! Every year, many people lose their tax information. I am not talking about receipts or files, I am talking about the simple statements at the beginning of the new year that are sent to you such as: w2’s, property tax, year end IRA statements and the list goes on and on.
A lot of you will just put them on your desk or leave them on the kitchen counter along with the newspapers and children’s school work. Before you know it, it is April 14th and your scrambling to get your tax return completed and you can’t remember where half of the statements are located. You end up searching high and low, ripping the house apart looking for them, before you finally concede they are lost and call to have them resent to you. That won’t take long…waiting on hold for the government at tax time! Hello? Are some of you doing that now?
Here is an idea, why not just grab a large envelope or gallon size Ziploc bag. EVERY tax document/statement that comes in the mail between now and tax time 2016, put in the envelope/Ziploc bag until you are ready to prepare your taxes. Do I think a file folder in your office would be better under the tax file for 2016? Yes, but let’s be realistic. If you don’t have one now, you probably aren’t going to have one. So I am asking you to grab something that is easy and place it where you can find it immediately. My suggestion…how about next to your dinner plates in the kitchen? If you put in next to the plates, you will be able to find it immediately. Plus, you will see it almost every day and when you bring the mail in the house you won’t have to go far to “file it” in the Ziploc bag!!
I found these great tax printables over at Thirty Handmade Days. This woman is SUPER organized. Over at A Bowl Full of Lemons, you can find a cute way to organize files if you choose to manage your paperwork that way.
image via A Bowl Full of Lemons
Sometimes organizing isn’t about having everything labeled, it’s about knowing where something important is and being able to get to it immediately. Make this suggestion work for you and your family so you have a game plan for the tax statements. Did you feel disorganized this year? Use my little suggestion and you will be all set once April, 2016 rolls around.
Want to read more of my “Clear the Clutter” posts? You can find them under Organizing and Cleaning Tips.
Author Michelle Lehman of Organizing Solutions “Clear the Clutter”Michelle is a Professional Organizer in the Tulsa area. Her articles have been featured in the Tulsa World, The Oklahoman, and The Chicago Post-Tribune. Michelle appears on Fox23 News DayBreak giving organizing tips and recommendations.