How to Organize Tax Documents

How to Organize Tax Records

By Erin Huffstetler | 01/15/2014 | 1 Comment
This post may contain affiliate links. View our disclosure.

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.

Sign up for my newsletter
print this page


  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.

Leave a Reply

Your email address will not be published. Required fields are marked *