Tax paperwork, sorted: a simple system for the whole year

Tax time is stressful mostly because documents are scattered. A simple system during the year turns it into an afternoon of work.

One folder, a few sections

Create one digital or paper folder per tax year with sections for income, work expenses, insurance, donations and receipts for household services.

A monthly habit

Once a month, file new documents and note anything unusual. In spring everything is already in one place, whether you file yourself or use an advisor.