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…

The Stuff of a Good Life in No Particular Order

Inspired by an organized life. This is my paper organizing motivaiton. A filing system designed around 5 simple categories. Categories that keep me focused on…

You and Your Papers Living in Perfect Harmony

If you and your papers aren't living in perfect harmony, it's time to put a twist on getting your papers organized. I'm all about creating a functional home…

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…

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…

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…

5 Fundamentals for Setting Up Your Home Filing System

If you're tired of the piles, setting up an effective home filing system can be easy. Start by keeping these three simple things in mind... 01. Familiarize…

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…

Tax Recordkeeping - Hand-Picked "Must Read" Important Resources

Yes this topic is dull, dry and incredibly boring. However, these links to the IRS website and additional resources will help you decide what papers you need…

The Simple Secret to Living with Less Paper Clutter is Not What You Think, or Is It?

Inspired by more time to enjoy all the best life has to offer. Maybe you’re overwhelmed by the whole idea of organizing your papers. Maybe it’s not so much the…
 

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