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Tax Preparation – DIY or Hire An Accountant

By | February 12th, 2020|Categories: Paper Management, Storage|Tags: , , , , , |

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 [...]

4 Options to Securely Purge Old Papers

By | February 9th, 2016|Categories: Home Organization, Paper Management|Tags: , |

In my younger years I kept old papers such as, statements, receipts and cancelled checks for every personal business transaction.  My parents didn’t teach me to do this, I just did it because that’s what they did. No one ever told me how long to keep these papers, so needless to say I had quite a bit that I had been storing for many years. Fast forward to now, the digital age.  So many business transactions take place online, over the internet.  We use credit and debit cards instead of checks or cash to purchase products and services.  There are [...]

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How to Squash Your Paper Clutter Pests

By | August 24th, 2014|Categories: Home Organization, Paper Management|Tags: , , , |

What is at the top of the list in terms of clutter in your home? Most everyone I talk to about organizing says that paper is their number one issue with clutter. I can relate because paper is on the top of my list as well. It accumulates at an alarming rate. Some of it is important, some not so much, and some not at all. Wherever it may fall on the scale of importance, I think we can all agree that too much paper equates to paper clutter pests. It comes from a plethora of sources. It may arrive via snail [...]

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Setting up a Home Office Workspace

By | February 9th, 2014|Categories: Home Organization, Organizing Tips, Paper Management|Tags: , , |

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, [...]

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

By | January 25th, 2012|Categories: Organizing Tips, Paper Management, Productivity|Tags: , , |

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 [...]

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