Declutter Your Computer – Part 1

email iconToday I want to talk about an area of the office that may just be one of my favourite things to organise – your computer!

Because we can’t see computer clutter as obviously as we can see physical clutter, we often don’t realise it’s there but believe me, it’s still affecting you.

How does it affect you?

When you open your Inbox and feel drained at the sight of all your emails, when your computer runs slow because there are so many photos on there and when you click into your Google Reader and can’t BELIEVE how much some people post because you went through your blogs for 3 hours yesterday and now there are 127 unread items yet again! Continue Reading

Get Organized for Tax Season in 5 Easy Steps

tax filingIn the words of Dave Barry, “It’s income tax time again, Americans: time to gather up those receipts, get out those tax forms, sharpen up that pencil, and stab yourself in the aorta.”

Filing taxes = huge pain. We all know it. We all go through it once a year. And while there’s no way around tax season, there is a way to make the process less stressful.

P.R.E.P.A.R.A.T.I.O.N. Continue Reading

Organizing Tax Archives

This time of year, many of us are busy gathering required documents to prepare our tax returns. Once completed, the return and its supporting documentation need to be kept for seven years. Seven years’ worth of tax returns and documentation can take up a lot of space in your home office. Here are some tips on the most effective ways to organize and store your tax archives:

tabletop mesh file organizerUse Hanging Files – I always prefer hanging files over manila folders, because they stay upright and protect your files, slide effortlessly for quick access, and are easy to label. Manila folders can be a great addition to your hanging files if you need to sub-divide the contents.

Create One File Per Year – The average household shouldn’t need more than one folder for each archived tax year. If you have your tax categories (donations, wages, etc.) already broken out into separate folders during the tax year, you can transfer them to manila folders to preserve the categories. If your file is getting too crammed, you can purchase box-bottom files, which are shaped more like a “U” than a “V”. You can get them in different widths including 1”, 2”, 3” and 4”. By keeping everything for a given tax year together in one folder, it makes it easy to find what you need. Often times, people only go back to their tax archives in the event of an audit. If you are audited, it is much less stressful when everything you need is all in one place.

Stackable Split-lid file boxStore Out of the Way – Don’t store your tax archives in your “prime real estate”. What I mean by that is store these files out of the way somewhere. It could be in the least accessible file drawer in your office, or maybe even outside of your office. I keep mine in a portable file box on a shelf in the basement. This way I am not using my valuable space for files I access infrequently.

Follow these tips to make tax time more organized and less stressful.

-Donna Lindley, Certified Professional Organizer and owner of Rochester Hills, MI-based Organize Your World, Inc.

What do you do during tax season to help you stay organized?
To check out more tax organizing ideas, visit Organize-It!