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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…

An Overview of Collection Centers

Let me start by saying, a Collection Center is not a replacement for your Action Center. Your Action Center or Tickler File is essential to establish good…

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…

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…

How Long To Keep Important Papers. Some Blasphemous Advice.

Knowing what tax records to keep and how long to keep important papers is one of the most essential decisions you can make. How often have you held on to a…

Paperless Home Office - A Reality Check

Do you dream of a paperless home office? Do you love the convenience of modern technology or maybe you just want to save a tree? If you think digitally storing…

Keep Your Vital Documents and Important Records Safe

The perfect spot for your Vital File or Important File in your home filing system will be chaos-free, secure and relatively easy to access. I know this advise…

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…

How to Set Up an Action Center or Tickler File

An Action Center or Tickler File is one sure way to eliminate frustrating piles. Use this easy file tickler technique to help organize your papers. Life…

Organizing Papers for Snappy Action

Lilacmoon Studio displayed a cute way to put action papers in front of you using over-sized clothespins. It would work for an Action Center because it provides…
 

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