PDF : Simple Tax Preparation Checklist

Tax Preparation Checklist

{want it? click it.}

This tax preparation checklist will help you collect the records you need to complete your tax returns. Check papers off as you locate them. Cross off tax related items that don't apply.

If you use a money management program print a transaction report for this year. Review the report and highlight information you need to prepare your tax return. This will make your tax preparation much easier.

A few additional resources you may find handy.

 
 

Helping You Make Peace With Your Papers, So You Can Enjoy All The Best Life Has To Offer.

The Three Most Common Paper Organizing Challenges Solved

If you know where you're struggling you can create filing solutions that will make your life easier. Do you know what is keeping you from getting your papers…

Should You Keep that Paper? Paper Purging Guidelines

Are your papers piling up? This easy-to-use Should You Keep that Paper infographic provides a fresh perspective on paper retention guidelines. It help you…

On a Cloud or In a Box, What's Your Digital Backup?

My digital backup provides so much peace-of-mind. My trusted mac has gone a bit wonky on occassion. Yes, it's true. Last episode was some type of permissions…

The Basics of a Good Home Filing System

Use Simple Filing Categories. A good home filing system does not require complicated codes, numerical systems, computer programs or indexes. Features like…

PDF : Tax Forms Checklist

Below is a list of common information return forms. Use this list and your past years tax returns as a starting point to create your personalized Tax Form…

PDF : Simple Tax Preparation Checklist

This tax preparation checklist will help you collect the records you need to complete your tax returns. Check papers off as you locate them. Cross off tax…
 

What Brings You Joy?™

home filing system color category

“Not everything that is faced can be changed, but nothing can be changed until it is faced.” ~James Baldwin

Get your home filing blueprint today.

Trade Ya? Your Email for My eBook. Get started today.
{I don't share your info.}

{name}
{email}

Find More Paper Peace in JOYS Shop

A Simple Tickler File to Make Decisions Easy.
A Creative Home Filing System to Paper in its Place.
A Household Notebook that Puts Everyday Information at Your Fingertips.
Family Binder Tabs to Keep Kids Information Within Reach.
A Babysitter Notebook to Empower Sitters to Make the Best Choices, No Matter the Situation

Get Exercises in JOYS on Your Kindle

Just Organize Your Stuff JOYS

Additional Filing Accessories

My Handpicked Filing Tools on Amazon

I Don't Recommend Many Things but This Book Will Start a Fire.

"We have ambition backwards. Getting clear on how you want to feel in your life + work is more important than setting goals. It’s the most potent form of clarity that you can have, and it’s what leads to true fulfillment." ~Danielle LaPorte

 
Google Analytics Alternative