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February 7, 2013

How to organize paperwork before tax day

(Continued)

— The system won't run itself

Keep your system simple, especially if you want family members to participate. It is not necessary, and can be counterproductive, to create an elaborate system that no one can follow. Be sure to explain the simple process to the people living in your house and to set the expectation that they need to be involved, but also realize that ultimately one person has to oversee the system.

Look at the next two months as an opportunity to organize not only your tax papers but all of your papers. Reducing clutter and getting things in order now will save you valuable time each day and especially at tax time next year.

Nicole Anzia is a freelance writer and owner of Neatnik. She can be reached at nicole@neatnik.org.

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