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The Family Piggy Bank The Family Piggy Bank

Organization

Posted by on Jan. 17, 2013 at 6:13 PM
  • 8 Replies

Are you organized for tax preparation? How do you save your tax information?

typing

by on Jan. 17, 2013 at 6:13 PM
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Replies (1-8):
ivf_blessed
by Bronze Member on Jan. 17, 2013 at 6:45 PM

I use one particular checking/debit card acct all year for all medical expenses, church tithing and any charitable contributions.  The annual summary provided at the year end breaks down all of these categories.

In Sept of last year, I started using youneedabudget.com and I am able to keep track of all of my spending by categories (which also makes it easier to budget for months ahead).

This year I have a Neat Scanner to keep electronic records of everything.

momofsixangels
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Wednesday at 10:42 PM
by on Jan. 17, 2013 at 8:05 PM

Not at all.I am lost.lol

powow65
by Bronze Member on Jan. 17, 2013 at 9:01 PM
Idk.
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HisSweetheart07
by Bronze Member on Jan. 17, 2013 at 9:09 PM

no lol I've set up a new system to help with that though. 

In the past years we just wait to get W-2s and file. We never claim medical or taxes. This year I have my own business so I have to keep records of recipts, etc

AllofFive19
by Bronze Member on Jan. 17, 2013 at 11:27 PM

I'm ready. We always do an easy file.

yvonne37
by Yvonne on Jan. 18, 2013 at 6:11 AM

 i have a couple of folders and try to put everything in there during the year.. but this year I am so disorganized :/   I have to stop procrastinating and start setting things together.

allyn9
by Carey on Jan. 18, 2013 at 3:10 PM

I save all the bills, receipts together in a large box throughout the year.  Before doing the taxes, I will separate out things I need (donations, medical and dental, volunteering, etc.)  and then use Turbo Tax and enter everything necessary online.  

heavensdaughter
by on Jan. 21, 2013 at 1:53 PM

 I've got ours in an accordian file.  We keep one for each year.  Since I have a home business it's crucial that stuff stays organized or I'd be a mess come tax season!

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