Tax season is all year long
Preparing my taxes for my accountant this year was a nightmare. Despite having all my documents digitized, I did not have tax eligible bills, statements and receipts earmarked for the accountant. I spent hours hunting and pecking through my Evernote, Gmail and hard drive looking for the necessary documents I needed to file my taxes.
As my inefficiencies became clear, I decided to reassess my workflow to optimize my tax documents going forward:
1. Where are my tax documents are coming from.
2. What is the best way to accumulate them for next tax season.
I identified a minor tweak to my workflow would improve my tax situation and save me hours year after year. Adding a step or two when paying bills or making purchases would ensure these documents will be at my finger tips next tax filing season and every tax filing season thereafter.
I share my workflow with you in the hopes of saving you time and money year after year. Because preparing for taxes is an on going effort throughout the year.
Here is a link to my post: http://jmf.im/1hAtYEJ
How do you streamline your tax day preparation? In Evernote or otherwise? I would love to hear your tips in the comments below.
#evernote #evernotetips #taxday #taxes
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