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Crunching for Tax Season!

Oh Hiya!

Meg here and if you’re anything like me, you’ve waited for the very last minute to put together your tax information. Thank goodness I have all the supplies I need in order to make this process quick and painless. When it comes to filing a bit late, these steps and tips are great to keep in mind:



• Stay Organized: Nothing is worse than dealing with a mess when you’re filing in a rush! To keep my timeline on track and keep my files in a row, I use Avery® Easy Align Self-Laminating ID Labels. These labels are so quick and easy to print and place that my files are nearly never out of order!

• Speak Up: If you have a question or are unsure about something in the documentation or requirements, ask. I think it’s so important to understand the ins and outs of filing taxes and I won’t hesitate to ask if something is a bit confusing. Better to ask and know than guess and make a mistake!

• Check it Twice: Even when you’re in a bit of a hurry it pays to be sure your numbers are on track and in the right order. I always trust my HP 12C Financial Calculator. This trusty mathematic companion has never steered me wrong.

• Keep It or Shred It: It’s important to keep important tax forms after you file, but some of your other sensitive documents can be disposed of safely. I use the Fellowes® Powershred 455Ms Micro-Cut Shredder for my remaining files. But before you shred, always double (and triple) check that you are keeping the correct files.

• Send it: When it comes to sending off the final forms and documents, you want to be certain that your documents are secure when they’re in the mail. My favorite envelopes are these Quality Park™ Bagasse Sugarcane Envelope. When I send off my documents I want to be sure that they’ll be safe on their course.

• Go Digital: I know most of my tips are for filing through paper documents but I’m a bit old-fashioned when it comes to filing! It can be quite easy to e-file your taxes using a digital program. You’ll be able to upload all your important documents to your computer and there’s plenty of helpful prompts to keep you moving in the right direction and filing correctly.

• Relax- This is my favorite step of all! After I’ve sent off every document and form, cleared my desk, and organized and filed away all the extra papers, it’s time to take a break. Whether you’ve filed through the mail or used an e-filing program, you can congratulate yourself on a job well done!

I hope these tips help you stay organized and on track while filing your taxes. For more tips you can take a look HERE. If you’ve already finished filing, I congratulate you!

Until next time,

Meg

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