Join us each week for a to-do and helpful tips so you’ll be ready for tax season and save money this year!
This week’s task and tip:
Submit everything at the same time: You’re in the home stretch! Consult your checklist one more time to make sure you aren’t forgetting anything. By providing everything in one-shot, you will save yourself tons of time and hassle. Your pocketbook will thank you, too. The longer it takes it complete your return, the more your accountant will charge you. And don’t be afraid to hand over your completed tax package a little early, either. Some accountants charge a premium for last-minute returns.
Check out week one’s tax to-do: Find the right accountant for your family’s needs
Check out week two’s tax to-do and tip: Create the perfect organization system
Check out week three’s tax to-do and tip: Check your tax check list
Check out week four’s tax to-do and tip: Round up your kids’ activity receipts
Check out week five’s tax to-do and tip: Sort out your family’s medical expenses
Check out week six’s tax to-do and tip: Get your kids rental receipts and tuition slips
Check out week seven’s tax to-do and tip: Request donation receipts
Check out week eight’s tax to-do and tip: Track your trades
Check out week nine’s tax to-do and tip: Write-off home office expenses
Check out week 10’s tax to-do and tip: Stay informed of tax changes
Check out week 11’s tax to-do and tip: Inform your accountant of major life changes