Tax time each year can be a challenging time, trying to gather receipts and other documents related to the tax return.

Here are a few tips on how to avoid the tax time tantrums so you
can stay calm and in control all year round.  

STEP 1
Create an ‘inbox’ where you collect all your incoming documents such as bills, receipts, bank account statements etc. This inbox can be a Storage Box, Magazine Holder, 5 Tab Pocket or similar. 

STEP 2 
Pick one or a couple of days a week when you sit down with your inbox and sort through the paperwork. Keep Finance Adhesive Notes near by and label each document – To Action, To File and so forth. 

STEP 3  
Start with 'To Action' documents. These are ones that need your immediate action, such as bills to pay and claims to make. 

STEP 4   
Determine whether the remaining papers in your inbox are to keep and file or to move on to the recycle bin/garbage.

STEP 5   
Filing. When you start the filing process, make sure that you have an appropriate ‘home’ for each and every document using: Receipt Book,
My Bills Organiser, Ring Binder or Lever Arch with Divider Tabs easy!. 

Following these simple steps you can avoid tax time tantrums. Learn more about paper flow organisation at home or work, by attending an Organised with kikki.K Workshop. Feel the freedom organisation can bring.