Tax Season…not an enjoyable time for many people. I used to dread getting everything ready, wondering if I was missing any important piece of paperwork. That is until I started doing this little trick.
Each year when I am done doing our taxes, I grab a new manilla file folder. This is my folder (my life saver) for the next year of taxes. Since everything is fresh in my mind, I write on it all the things I need to gather for the following year:
Other (mortgage, property taxes, education, city tax, etc)
I keep it in an easy spot in my desk files and add to it throughout the whole year (ie. charitable donations slips). Then when it is tax time, I pull the folder out and sort through the contents, check-marking the items off when I have accounted for them.
P.S. I also write on the front of this folder what my tax refund is. That makes me celebrate.