Week two: Create the perfect tax organization system

Get on top of tax season with our second weekly task and tip

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 tip:

Get organized: Starting this week, set up a system for collecting any receipts and slips. First, sort any forms into categories (i.e. donations, medical, investments, etc.) Next, arrange neatly with chunky paper clips or sticky note dividers. Finally, create and clearly label an envelope for each family member to store tax documents. This will ensure stray slips don’t go missing!


Check out another great tax to-do and tip

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