Monday, March 19th, 2012
I’m participating in 52 weeks to an Organized Home at Home Storage Solutions 101. Check it out for tips on organizing every area of your home.
Week 12 – Organize Tax Information and Receipts: This is another one that I feel is already handled pretty well in our home. All receipts for large purchases (appliances, electronics, etc.) are stored in a file in our filing cabinet, along with warranty information and anything else that I might need to have something fixed/replaced. Most of our everyday receipts are for things like groceries and gas and I look over them to see if anything was purchased that I may need to return and then toss what is unneeded. If there is an item that I may need to return, I file it with the rest of the receipts.
I do not file these things by month. To be honest, they aren’t even filed by year. For as often as we make purchases like this, it would be ridiculous to have a folder for each one. If there is a lot of paperwork for a specific item, then it will get its own folder. For example, all the receipts from vehicle work is kept together.
For the tax information, as we receive it, I put it in a folder, and then I can just turn over the folder to the tax preparer. When we get it back, it comes in a nice big envelope and I can store them away for future reference.
Next week we’ll be working on a home filing system.