Taxes aren’t fun, but the right filing system can make them more bearable. Set up a binder for your tax documents now, so you’ll have a place to stick all of those receipts and other keeper papers as they come in.
Here’s a printable cover that you can use for your binder.
Everyone’s tax situation is different, so set your binder up in a way that works best for you. Mine needs to corral both business and personal tax documents, so these are the tabbed sections that I created:
- W-9 Forms
- Estimated Tax Forms
- 1099 Forms
To make my life easier, I bulk print copies of the tax forms that I use regularly at the beginning of the year.
Need help clearing off your desk? Keep checking in, and you’ll have a complete binder system when we’re done. Here are the steps that I’ve shared already:
- How to Organize Family Records
- How to Organize House Records
- How to Organize Users’ Manuals
- How to Organize Auto Records
- How to Set Up a Household Notebook
Many web browsers have their own built-in PDF viewers, but they tend to be buggy. If you’re having trouble printing or editing one of our printables, click here for help.