It’s the start of a new year. A sense of optimism and renewal is in the air. But those pleasant feelings can fade away once those pesky reminders that tax season isn’t far away start to invade your mailbox – such as W-2, 1099-INT, 1099-DIV, and 1099-MISC forms.
While you can’t avoid tax season, you can make it less stressful through better organization. So, let’s look at some quick ways to do that.
1) Be kind to your eyes with clearly identifiable folders
It’s frustrating enough dealing with taxes. Don’t compound matters with folders that feature indistinguishable labels and indecipherable handwriting.
With bright, distinctive colors, Avery Removable File Folder Labels help your folders stand out, and make it easier to insert your tax records and receipts into the correct folders. Clearly marked labels can speed the file-sorting process and promote accuracy.
Plus, it’s a snap to create easy-to-read labels with customized categories exactly the way you want them. Just use the free label templates available on Avery Design & Print Online. Then print the labels on your inkjet or laser printer, and place the labels on your folders.
Want to feel really organized? Color code the folders to keep related tax records together For example, use green for banking and financial records and red for medical receipts. (Even though you may not be a professional tax preparer, you can at least look like one.)
And after you’re done, just peel off the label and the folder is ready for your next project.
2) Keep your mind on track with reusable calendars
On the way to April 15th, you’ll have some important dates or goals to keep in mind. These could include:
- Deadlines to receive forms from employers and financial institutions
- Personal deadlines for organizing or preparing tax paperwork
- Meetings with your tax preparer
- Filing for an extension
- Signing and mailing your return
But with birthdays, doctor’s appointments, kid’s soccer practices, and other life events to remember, it’s easy for tax dates to slip through the cracks.
Avery Dry Erase Calendars can wipe away that possibility. Just peel and stick this reusable calendar on any flat, clean surface. Then use Avery Dry Erase Markers to write your tax-related dates on the calendar. Afterward, simply erase your notes with a quick swipe – and enjoy a clean calendar, month after month. For better organization, place your calendar by your computer or any room used for preparing taxes.
Want to move your calendar to another spot? The removable and repositionable adhesive allows you to lift off the calendar without leaving a mark.
3) Snap your paperwork into place with our binders
Did you know Americans spend an estimated nine million hours a day looking for lost or misplaced items? Imagine how much of that occurs during tax season! One quick solution: Avery Heavy-Duty Binders.
Think of these binders as a home safety deposit box for all your tax paperwork. Organize your all-important information into categories with Avery Dividers, with custom tabs you can make yourself using Avery Design & Print Online. For small, loose items such as receipts, tuck them into three-hole punched Avery Sheet Protectors for safekeeping. For paperwork that needs your immediate attention, use the spacious pockets inside the cover to hold records, forms, and notifications.
Be sure to include the tax year into the spine holder for easy reference. And keep copies of your return in the binder, so you can refer to them next tax season.
Chances are you’ll never look forward to tax season. But you might be surprised at how a little more organization can make you feel less overwhelmed by the tax preparation process.