How to Organize Tax Documents

How to Organize Tax Records

By Erin Huffstetler | 01/15/2014 | 1 Comment
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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.

Tax Documents Binder

Here’s a printable cover that you can use for your binder.

Tax Document Binder Tabs

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
  • Income
  • Expenses/Deductions

W-9 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:

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.

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Comments

  1. Doing taxes is really taxing.

    I pay almost all my bills with my credit that is paid off in full each month by my checking account. The rest are checks with a note on the check if it is deductible.

    Most credit cards online have a spreadsheet divided into categories like “Health.” I just highlight and print “health” after hitting the add button and then print. Next, I print up all my checks that are deductions and add them. Grab all the mail that is marked for income on the envelop. I’m done.

    I go to a CPA’s home and his advice has saved me thousands of $ and headaches. I don’t mean H and R Block as they have no incentive other than to say “next.” I think it is false economy not to have one.

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