Wherever you are in the world, whether it’s a new financial year or half way through, why not take the opportunity to get ready for tax time now? Taking a small amount of time to stock up on the tools you need and set up a simple system will save you so much time in the long run. Plus you’ll love feeling calm and in control when it’s time to do your finances, taxes and budgets for the year.
Be inspired to get started with these simple steps:
Choose the right tools
Our Organising Folders are designed to help you keep all your paperwork, bills, receipts and important documents in one easy place. From your home to your manuals and warranties, choose the folder that works for your life and use Plastic Pockets to file everything away. You can use the stickers provided in each one to customise your tabs to create the perfect set up for your life.
File or action everything
There’s nothing worse than getting to tax time and being faced with piles of unorganised papers. Now you’ve got your system set up it will be easy to file everything away as you go. When you receive a bill, invoice or financial document, action it straight away and either file or shred it as needed.
Keep your receipts
You never know when a receipt will come in handy, whether you need to return or exchange something, file your expenses or claim tax deductions. With our Receipts Folder, it couldn’t be easier to file everything away by month so you can find it instantly should you need to.
Set your budget
Creating and sticking to a budget is a fantastic organisation technique that will help you take control of your finances and prioritise how you spend your money. Whether you use a Budget Book or a Planner, set a budget for each month and write down your progress so you can see exactly how well you’re doing. Now you’ll have more control and spend only what you should.
We hope these techniques help you stay calm and in control when it comes to your tax and finances. Be sure to share your tips in the comments.