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Check Your Tax Checklist Twice

March 20th, 2013

tax checklist

At the beginning of every tax season, I get the greatest gift in the form of a handy checklist from my amazing accountant. I know my clients receive these lists because I find them, dirty, coffee-stained and forgotten, in their random piles of paper.

Why are they abandoned? I think even looking at the list and analyzing the information is too overwhelming for people who are already having trouble simply locating their tax information. However, this list can save you a lot of money because it outlines the various items that you can apply to your tax deductions.

I urge you to sit with that list and double-check that you have every possible item. If you’re still feeling reluctant to tackle the list, how about making an evening of it? Put on your favourite album, pour a glass of wine and go through your tax paperwork one piece at a time. I’m confident you will be rewarded for all your hard work.

All March I’m ensuring you will be tax-ready on time. Visit our website each week for more useful tips to keep your personal business systems efficient and ready for every tax season. Don’t forget to Like us on Facebook for more day-to-day organization inspiration.

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