Tax Organizer Printable Filing System for Easy Bookkeeping | Instant Download| Life's Lists

Do you always feel unprepared during tax season? Easily organize your tax paperwork throughout the year with this printable filing system designed by a Professional Organizer with over 20 years of bookkeeping and paper filing experience. Pre-labeled tabs create an instant system for you to take the guesswork organize financial information for your taxes. Use the hanging files tabs to quickly establish your folder headers. Print the subfolder headings to fill in your paperwork categories for each year. You will have an instant checklist to make sure you have all of your paperwork gathered in time. Your accountant or CPA will be very impressed!

My written guide tells you what paperwork should be filed behind each tab. It also tells you when you can remove paperwork in your files.

Additional labels allow you to also file paperwork by month throughout the year or in A-Z format.

o Print and use as many times as you want. Laminate or put in a picture frame to use with dry erase markers.

o Use sheets individually or create your own binder.

o For a more comprehensive system for tracking household information check out my Life Binder. https://www.etsy.com/listing/789471732/printable-life-binder-home-management

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DETAILS

Please note that this listing is for digital files only.
THIS IS A DIGITAL DOWNLOAD
No physical product will be shipped.

This printable download pack includes eleven pages to use individually with files or in binders. Print and use pages over and over again. Digitally edit with free software at PDFescape.com.

1. Cover Sheet
2. Supply List
3. Printable Hanging File Instructions & PDF of Hanging File Tabs Printable
4. Printable Subfolder Tabs
5. Instructions on Sorting Paperwork
6. Binder Tabs
7. Filing Guidelines – Business Deductions
8. Filing Guidelines – General Tax Sorting Tabs
9. Filing Guidelines – When to Purge
10. Example Product List for Filing Supplies
11. About the Author

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DOWNLOAD INSTRUCTIONS

Your files will be available for download here at www.etsy.com/your/purchases once payment has been confirmed. You should also receive an email with a download link to your files.

If you checked out as a guest, you’ll receive an email from Etsy with your download links. If you don’t receive an email, be sure to check your junk folder. Send me a message if you’re unable to find this email! Remember the email you have on file with Etsy will be the one your files are sent to.

Please note the Etsy app does not support downloading on devices. However, you will be able to download on your device’s browser or a computer.

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PRINTING TIPS & RECOMMENDATIONS

o Printables can be printed on any paper size.
o Choose paper size (i.e. A4, A5, Letter etc.)
o Choose "Fit to Printable Area" when printing to ensure the whole document appears in the print area.
o Any of the templates can be used with a dry erase marker, a clear class picture frame, after lamination or with a clear binder sleeve cover.

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COPYRIGHT NOTICE

FOR PERSONAL USE ONLY.

This artwork is property of Life's Lists and is for personal use only. You may print these files as many times as you like, but commercial use is strictly prohibited. Please refrain from sharing, re-selling, or uploading to publicly available websites. By purchasing this listing, you agree to uphold the copyright agreement.

© COPYRIGHT 2020 | Life's Lists | Kristin Vander Wiede

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MORE FROM LIFE'S LISTS

Use code 20OFF3ORMORE to get 20% off at checkout when you purchase three or more Life's Lists products.

Have a look at my other prints here: https://www.etsy.com/shop/LifesLists

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Visit my blog Organizer Mom at our website www.livablesolutions.com for even more organizing tips or to find out about the Professional Organizing services offered.