filing system Archives - SOS: Simple Organized Solutions LLC

Tax Preparation – DIY or Hire An Accountant

By SOS Simple Organized Solutions|2020-11-17T13:41:16-06:00February 12th, 2020|Categories: Paper Management, Storage|Tags: data backup, digital records, documents, filing system, papers, storage|

After the first of every year, we head into the dreaded tax season. The time to gather documents for tax preparation. Documents and notices pertaining to our income and associated accounts start to filter into our mailboxes – email inbox or physical mailbox. In anticipation of the yearly event, creating a folder to store all these documents in the same place is essential for ease of access for tax preparation. For those with filing systems setup to work for you, this is a no-brainer. When a required document arrives in your mailbox, it goes right into the folder. For those [...]

Setting up a Home Office Workspace

By SOS Simple Organized Solutions|2020-11-17T13:41:39-06:00February 9th, 2014|Categories: Home Organization, Organizing Tips, Paper Management|Tags: filing system, papers, workspace|

Image courtesy of gameanna / FreeDigitalPhotos.net A new year signals the start of tax season. It’s the time to begin gathering last year’s documents, so you can get them to your tax preparer or to prepare them yourself. In either case, you need an area in your home to store documents and perform tasks associated with tax preparation or other document related household maintenance. Do you have a home office? It doesn’t necessarily have to be a room with a door. It can be a space in your home where you perform tasks such as bill paying, record keeping, [...]

It’s Tax Time – Do You Know Where Your Documents Are?

By SOS Simple Organized Solutions|2020-11-17T13:41:48-06:00January 25th, 2012|Categories: Organizing Tips, Paper Management, Productivity|Tags: filing system, income taxes, papers|

It’s the beginning of a new year, the cycle starts all over again. It’s also time to think about filling our income tax forms for the past year. That April deadline can sneak up on you, so it’s better to get ahead of the game and start working on it now. Whether you fill out your own forms, or engage a tax preparation service, you need to gather all the required documents in order to complete the task of filling out the forms. In order to gather these documents, you need to know where they are. If you have a [...]