Finding easy ways to organize tax receipts for your small business doesn’t have to be challenging. Take the overwhelm out of tax time with these simple tips and easy-to-implement ideas for tax receipt organization. You might also nix some of the paper piles in your home office in the process!
7 Easy Ways to Organize Tax Receipts
When it comes to tax receipt organization there are as many systems as people stressing about taxes this time of year. 😉 To make life a little easier for you during this harried time of year, I dug through lots of systems and compiled a few of the best and easy ways to organize tax receipts. Let’s get to it!
Information in this post and on this site is provided for general education purposes. It is not intended to be relied upon as legal, accounting, or tax advice. Please consult your tax preparer for specific information regarding your situation.
If you haven’t yet, check out my post, Organize Business Receipts in 4 Simple Steps, for the system I use to organize, record, and store my tax documents!
I love the idea of using a small, space-conscious expandable file to corral and organize all receipts.
I’m also excited to try taking photos of business receipts with my Evernote app for quick filing and digital storage. A tip I picked up from this post!
There are several great tax organization tips in this post, but I especially love the suggestion to tape your receipts to a piece of 8.5″ x 11″ paper, so you’re filing full-sized pieces paper rather than those small, annoying, crumpled receipts.
Never miss a document again by creating a checklist of tax documents you need for preparation time. And you can snag a printable checklist in this post!
This post is a quick read (my favorite kind), and I love the organization combo of envelopes and a 3-ring binder! I use an envelope, but I put all of the year’s receipts in together. I think I might have to switch over to this method!
If you’re inclined to digitally organize your tax documents in Evernote (can you tell I <3 Evernote?!), then click on over to this post for tips and a simple workflow!
Did you know that you can store tax documents in Google Drive?! Get the how-to in this post.
By choosing one of these easy ways to organize tax receipts you can save yourself time, money, and stress, and get your business taxes organized and prepped quickly! There are far better things to be doing, right?!
Don’t forget to pin it!
If you found today’s post helpful, you might enjoy these related posts:
- 5 Easy Ways to Set Up a Home Office Inbox
- How to Construct a Filing System That Works for You
- 12 Ways to Tackle Paper Clutter (the best paper organizing posts on Calyx and Corolla!)
- Get Organized with a Tickler File
Do you know of and love other easy ways to organize tax receipts? Share in the comments below. You just might help a fellow business owner out!
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