Ah yes, it's almost February. For our family, that means it's officially TAX TIME. Mike is an Accountant and, if he had it his way, he thinks everyone should begin their taxes on February 1st.
(I think I just heard a roar of laughter from across the nation...)
Bless his heart, right?
We recently got an Income Tax Organizer from Smead and Mike is actually giddy to get started on our taxes this week. Finally an organizational tool that makes HIS life easier!
It's a file folder with six divided pockets to organize tax paperwork for categories like deductions & credit items, charitable contributions, medical expenses, mortgage interest and more. Instead of tossing all of the tax-related receipts through the year in one file folder and separating everything out when we do our taxes in February (or for most of you...April), we can put the paperwork in the right section throughout the year, making tax time much easier for Mike! It was so cute watching him agonize over which labels to put on which file tabs. Welcome to my world of organizational bliss, honey!
We also got a monthly accordion file to sort receipts and other paperwork for each month. It can work instead of a file cabinet and can be taken on-the-go.
Why would I need this, you ask? Simple: I have an issue with paperwork. For one, I keep too many receipts. You wanna know why? Because everyone requires a receipt for everything anymore! I always think, "What if I need this for a return...?" or "What if it breaks or fades or shrinks or goes on sale in the next two weeks???" So I file it away and may or may not ever find it when I actually need it.
In the past, I've organized non-tax receipts by category (groceries, clothing, gifts given, household, etc) but some receipts belong in multiple categories (I blame Walmart and Target for this issue!) and I forget where things are filed when I need to return something. (I know what you're thinking: YES, I do return that many things. I'm a horrible impulse shopper and often find myself with too many wants vs. what we actually need.)
Now that we have this fun new monthly accordion file, I'm going to sort all of our non-tax receipts by month. In January 2012, all of the receipts for January 2011 will be shredded.
I spent about an hour this weekend pulling all of my old receipts, labeling them "2010" and sticking them in the December section. I'm starting with a clean slate this month/year with a new system for our paperwork and receipts. I'm ready to know what goes where and am hoping to be able to find the things I'm looking for in our office!
I'm excited that our paperwork will have an expiration date for purging purposes. We'll see if this new system helps me cross #22 ("Develop a workable system for paperwork in the office") off my list of 101 Goals in 1001 Days - ? Here's hoping!!!

(I think I just heard a roar of laughter from across the nation...)
Bless his heart, right?
We recently got an Income Tax Organizer from Smead and Mike is actually giddy to get started on our taxes this week. Finally an organizational tool that makes HIS life easier!
It's a file folder with six divided pockets to organize tax paperwork for categories like deductions & credit items, charitable contributions, medical expenses, mortgage interest and more. Instead of tossing all of the tax-related receipts through the year in one file folder and separating everything out when we do our taxes in February (or for most of you...April), we can put the paperwork in the right section throughout the year, making tax time much easier for Mike! It was so cute watching him agonize over which labels to put on which file tabs. Welcome to my world of organizational bliss, honey!
We also got a monthly accordion file to sort receipts and other paperwork for each month. It can work instead of a file cabinet and can be taken on-the-go.
Why would I need this, you ask? Simple: I have an issue with paperwork. For one, I keep too many receipts. You wanna know why? Because everyone requires a receipt for everything anymore! I always think, "What if I need this for a return...?" or "What if it breaks or fades or shrinks or goes on sale in the next two weeks???" So I file it away and may or may not ever find it when I actually need it.
In the past, I've organized non-tax receipts by category (groceries, clothing, gifts given, household, etc) but some receipts belong in multiple categories (I blame Walmart and Target for this issue!) and I forget where things are filed when I need to return something. (I know what you're thinking: YES, I do return that many things. I'm a horrible impulse shopper and often find myself with too many wants vs. what we actually need.)
Now that we have this fun new monthly accordion file, I'm going to sort all of our non-tax receipts by month. In January 2012, all of the receipts for January 2011 will be shredded.
I spent about an hour this weekend pulling all of my old receipts, labeling them "2010" and sticking them in the December section. I'm starting with a clean slate this month/year with a new system for our paperwork and receipts. I'm ready to know what goes where and am hoping to be able to find the things I'm looking for in our office!
I'm excited that our paperwork will have an expiration date for purging purposes. We'll see if this new system helps me cross #22 ("Develop a workable system for paperwork in the office") off my list of 101 Goals in 1001 Days - ? Here's hoping!!!













































