Monday, May 12, 2014

Get Your Records Together

The IRS advises having a system for filing your taxes and for keeping your tax documents and records organized. Many people have created their own systems, and even more people rely on recordkeeping software, such as Quickbooks. If you’re a newcomer to the tax filing process, however, you might be confused as to what documents and other records you’re going to need exactly.

Really, what your records will look like is dependent on you and your habits. For most people, however, records consist of things like receipts, documents that prove income, cancelled checks, lists of deductions tax credits. Of course, filers also need forms sent from employers and basic information about themselves, such as their social security numbers.


If you’re finding that all a little overwhelming or if you just haven’t been so good about keeping up with that Quickbooks system or whatever system you happen to use, know that you don’t have to go it alone! The friendly financial experts at Susan S. Lewis, Ltd. are ready and waiting to assist you!

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