Paperwork and Tax Tips ~~
Paperwork and tax tips for the everyday person. I love filing said “no one”. Well, maybe there may be a few people who like to file, but not me. Not sure why, it’s an easy task, but for some reason the thought overwhelms me. The funny thing is I love helping other people to organize their paperwork.
I had a life shift in March and I stopped filing. My completed paperwork and receipts were hidden in a pretty basket in my bedroom linen closet and another one in my office closet. The paperwork was taken care of, but I avoided filing like the plague.
The week or so before Christmas, I had a thought or more like a panic, “February is here and that means it’s time to wrap up 2019 and get ready for taxes”. Now, I have friends who say they wait until the last minute. They don’t want to pay any sooner than they have to. My rationale is to deal with it while it is fresh. As time goes by, it gets harder to take care of that paperwork. Now it took two full half days to take care of the filing and getting things in order, to do my taxes; one day was for personal and the other day was for business. My book keeper was so proud of me and I am glad that it is one thing off of my list of things to do.
Here is my big tax tip for you: in the words of Mark Twain, “If it’s your job to eat a frog, it’s best to do it first thing in the morning. And If it’s your job to eat two frogs, it’s best to eat the biggest one first”.
- Schedule time on your calendar to take care of paperwork
- File what is needed, toss what is not needed.
- Talk to your tax consultant about the paperwork you need for your taxes
- Call a Professional Organizer to help you.
Lisa Giesler, Professional Organizer, Speaker, Author