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Tips For Getting Organized For Tax Time!!!!

By
Real Estate Agent with WealthPoint Realty 326760

Hey Peachtree City...can you smell it in the air???  No...Sinuses again, huh?  Okay I'm talking about Spring!  Come on this is Georgia folks, we just had our snow and we are looking at a beautiful and sunny 75 degree weekend.  We all can use the vitamin D folks!  Well, if you hadn't recognized it yet then I can't suspect that you've recognized your W-2 in that huge pile of mail on your counter....Yes now you've got it.  It's tax time again, hurrah!  So long, bulky coats, ugly boots & mercilessly dry skin! Hello, Spring & tax season!

Alright...if you are like me getting organized for my CPA can be a pain in the butt.  Especially with collecting  and keeping up with all those receipts.  Every year I keep saying that I am going to come up with a better system.  Oh you too?  There is help...and we don't even have to go see Oprah either!

The solution may be to check out one of those services that organize all your receipts for you.  Yeah...that's the ticket. May I suggest shoving your receipts in an envelope or just leaving them in your shoebox and mail them to pixily.com.  Pixily.com is an on-demand document management service that helps you aggregate, organize, find,and share paper and electronic documents.  Pretty much the service scans all your receipts and documents, then allows you to securely search for them online by date, totals, business or store name ect. How cool is that?  Of course, this type of organization does come with a price but there are plans to fit your budget too!

Okay so you are on a shoe-string budget this year.  Most of us are.  How about scanning your own receipts with a NeatReceipts Scanner? The scanner and software combo allows you to scan in your receipts and export them to Quickbooks, Excel, Word, Money and even Acrobat. By the way, I head that its even great for storing all those business cards we can collect in a years time.  The price for eradicating the clutter from your home and mind is between $150 and $250.  Well worth the investment wouldn't you say?

Still a little financially challenged at this point?  Okay, I'm going to give you the real low, low...how about free!  Check out the Evernote application.  What is Evernote?  Evernote allows you to take snapshots of your receipts, track notes and ideas...even voice notes. Also for you guys with the IPhone and IPOD touch, Evernote turns them into your external brain.  Why did we ever need our own?  Not only that it synchronizes them to your desktop, IPhone or Ipod touch.  Did I mention that it also organizes them by their appropriate IRS categories. 

So now that I've pretty much taken the ax out of tax......you can spring into action with a little more pep in  your step at tax time.  You Accountants and CPAs will love seeing you again and who knows....maybe all this organization may be a change for the better.  Okay now say it with me, "No More Shoe Boxes.!"  Now let's hope Uncle Sam doesn't rain on your parade.