Tax Prep, Step 1: : Cornerstone Organizing

Kerri Colombo
Motivator, Simplifier, Organizer
Cornerstone OrganizingSpecializing in changing lives
Contact Kerri                     Call: 203-794-0284

Tax Prep, Step 1:

by Kerri Colombo on 03/06/17

It's that time of year again... 6 weeks until Taxes are due!  

Here's a way to begin to get organized so you aren't scrambling in April! 

1) Label a pocket folder: "Taxes 2016"
2) Sift through your inbox and pull all envelopes labeled "Important Tax Return Document."
3) Open each envelope (leave contents inside) & peak at contents
4) Label outside of each envelope with content, using Sharpie Marker.
    example: "1099-Div," or "W-2"
5) Place labeled envelope inside your pocket folder. 

That's enough for now!

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Kerri Colombo
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