Tax Checklist Free Download

Tax season can be a stressful time of year so let’s keep it very simple with this post.

Whether you’ve procrastinated or want to get organized for next year, there’s a simple way to prepare to file your taxes.

Grab 7 file folders and create a labeled file for each of the following categories:

  1. Income
  2. Cars
  3. Charities
  4. Children
  5. Health and Dental Care Expenses
  6. Other Deductions
  7. Retirement, College Funds, Investments

Throughout the year, file receipts and documents in the appropriate folder. Want more help organizing your tax documents? Download my free Tax-Time Checklist.

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