Finding My Tax Info: Part 2
See part 1 here of my Finding My Tax Info series if you missed it. Last week I shared how I tackled this nearly full box:
Turning it into this:
I have continued work on the box: taking out all my bank statements, reconciling any necessary information, organizing them by date, and filing them in my file cabinet. I also had several that were old enough to shred and discard on the spot. I also took out the check duplicates and deposit slips, organized them and made copies of necessary items for my tax return. Then I filed them away in a clearly marked box in the file cabinet. This left the box looking like this:
I am still not finished with this box completely, but for now it will do. I have to finish my tax info before I begin tackling magazine page rip outs despite the fact that they are bothering me and I am super close to being rid of a box…
This lid of receipts was also unearthed from the first photo of the box in part 1. I went through this piece by piece.
This is all that made the cut of being necessary to keep. I have no idea why I kept so many unnecessary receipts. I will NOT be keeping them all in 2014.
After all this mess, I finally have the majority of the info found for my taxes. Now to put it all together…
The upside to this is even if I didn’t do any better about filing my paper as it comes into the house in 2014, it will only be 1 year’s worth. Some of this dated back to 2011 and earlier, which is really irritating. I have no idea why I kept all this and had the effort of boxing it and moving it twice.
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Kayla is a mid-20s single girl living in the Midwest, USA. She is focused on paying off her consumer and student loans, while simplifying her life and closet. You can join her on her journey at ShoeaholicNoMore or follow her on Twitter.
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