Taxes: Organizing Your Papers For Tax Time

How to Organizing Your Papers For Tax Time

What you’ll learn
Set up your files to keep important tax papers organized throughout the year
Make tax time easier & find what you need instantly
Know what papers to keep (for common situations)
Easily share essential tax details with your tax preparer

Requirements
No tax experience required. I’ll share what you need to get organized in this course.
Perfect whether you do your own taxes or work with a professional.

Description
Organizing Your Papers for Tax TimeTick Tock that looming date in April is coming!But getting organized for tax time doesn’t have to be hard! Charitable donations… medical expenses… mortgage statements… educational expenses…There are so many things to keep track of! But if you set up a system and follow these simple principles, you will be ready to file before the deadline and I have got you covered!Is tax time a struggle to find all the papers you need? I will teach you how to ease your fear about tax time and set yourself up for success! In this 60 minute webinar, you will learn how to:Set up your files to keep important tax papers organized throughout the yearMake tax time easier and find what you need instantlyKnow what papers to keep (for common situations)Keep it simple!This webinar will be focused on tax papers for filing in the USA. It may not be applicable outside of the United States.Suzanna Kaye has been teaching time management and productivity since 2006 (that’s over 16 years!) Her audiences have included international corporations, C Level Executives, major hospital management and staff, and over a million individuals all over the world. Her ability to break it all down into simple, doable steps gives you everything you need to easily implement what you learn into your own days.

Overview
Section 1: Introduction

Lecture 1 Introduction to Taxes: Organizing Your Papers For Tax Time

Lecture 2 Organizing throughout the year: Setting up your file system

Lecture 3 During tax season: Gathering & tracking what you need

Lecture 4 Archiving: Storing & purging completed taxes

Lecture 5 Recap of Taxes: Organizing Your Papers For Tax Time

People in the United States of America who are required to file taxes each year,Adults who want to make tax time easier & know how to keep all their tax papers organized