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Tax Season: Time to Organize your Financial Paperwork

This entry was posted in the following categories: Guides, Home / Office

As we enter the tax season, and struggle to put together documents from last year, any suggestions for keeping financial information organized are welcomed. 

At least, that’s the way I felt when I read this article by Bankrate.com’s Jenny McCune

She suggests that, while home-entertainment centers are the rage, a home information center is what you need. 

This is a place (and system) for organizing all the stray bits of paper that get tucked into the first convenient spot and then seem to take up permanent residence.

Her article includes some general tips from the experts on how to get and stay organized by following one of several filing systems.

  • Decide what to keep
  • Decide where to keep it
  • Consider going electronic
  • Think long term storage and short term storage
  • Simple solutions work best

The article also talks about how to sort your files and how to keep yourself focused on staying article.  This is a great jumpstart to getting organized for tax season.

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