Tax Time Organization

Written by Caitlin

Topics: Office Space

Yesterday I filed my taxes. Good times, eh?

Actually, it was not too bad this year. I’m very pleased to say that, for once, we were very well organized. On top of that I won free tax software in a blog contest over on VoucherCodes.ca! Yay! That was incredibly nice; I rarely win anything (is there anyone out there that does win things regularly? Ha ha.) so scoring some free tax software made an annoying chore less annoying. :D

Last year I tried really hard to keep on top of my tax documents, and for the most part I succeeded. I only had to go hunting for one form of my husband’s, and it turned out to be sitting on ePost (Canada Post’s electronic mail delivery system) so it wasn’t misplaced after all (it just hadn’t been printed out yet).
It wasn’t the most creative organizing system, it was just two manila folders labelled “2009 Taxes – Caitlin” and “2009 Taxes – Josh”, plus a folder courtesy of Home Depot containing our Home Renovation Tax Credit receipts (all two of them – we built a fence and put insulation in the garage). Not as pretty as this cute tax organizer, but it worked. Everything I needed to file my 2009 taxes went into that envelope over the year, including our Netfile access codes and other info from last year that we’d need to file this year.

For once, tax filing went smoothly for me. No hunting around for days looking for something important, it was (nearly) all together when I needed it! Slowly but surely, I am working my way toward my decluttered goal. These small victories are really getting me motivated for a big Spring Cleaning push!

Have you filed your taxes yet this year? Were you organized, or do you still need some help?

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1 Comment Comments For This Post I'd Love to Hear Yours!

  1. Yup. Did mine last week.

    I don’t print any papers out if possible, I just download all the e-statements and tax receipts and fill out on the software and file online

    Then I back up all my filings three times just in case and wait until next year!
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