Sign-up for our e-newsletter
and be entered into our monthly drawing to win a $25 gift certificate.
Join our mailing list!

Proud Member of

You are here: Home > Organizing Advice > Office > Tips to Organize for Tax Preparation
Tips for Organizing for Tax Preparation
Susan Stewart, Perfectly Placed

If you're like most people, you've been procrastinating on getting your taxes done and
are feeling the weight of it on your shoulders. If you don't have any systems in place,
the weight is even greater. Here are a couple of tips to make your tax preparation a little more bearable.
Receipts you don't need to save: If you itemize your medical expenses, you may
be trying to keep track of all those pesky prescription drug receipts. An easier way to
deal with prescription receipts is to go to your pharmacy and ask for a printout of your
2009 year prescriptions. They can do one of each member of your family and the entire
year will be calculated for you. Now you have one less thing to file all year long!
Tracking vehicle mileage: Most people aren't real motivated to write down their
mileage every time they travel for a business or charity event. Here are a couple of other
options you may find appealing. I write all my appointments down on my calendar
(Lord knows I'd never be able to keep track of them all if I didn't). At the end of the
month, I add up my mileage with the assistance of my calendar and GPS. It takes me
about 15-20 minutes to add it up for the month. Another option for technology lovers
is downloading a mileage app like milebug to your phone. Milebug is available for
iphones and costs $3.99.
Self purging folders: Most accountants agree that you need to save documentation
and receipts for 7 years in case of an audit. Here's an easy way to stay on top of that.
Buy 7 identical poly expanding wallets . Using a label maker, label each one for 7
years. On the eighth year, pull the label off the first file and shred it's contents. Replace
with a new label and paperwork for the current year. Continue the process year after

Susan Stewart, professional organizer and owner of Perfectly Placed, has been organizing in the Phoenix, AZ area for 5 years. With a BS in Human Development & The Family and a background in coaching and teaching, Susan is equipped in simplifying the organization process and teaching it to others. Visit her Web site at