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Collecting Important Tax Documents

When I get my first tax document in the mail (1099, W-2, etc.), I designate a drawer near my computer as my "tax documents drawer" and let everyone who handles the mail know. Then as things come in, everyone knows right where to put them, and when I sit down to do the taxes, I know right where to find them.

By Kirsten from Logan, UT

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December 29, 20150 found this helpful

I also take care of tax information as soon as I bring the mail in. I have a folder ready on the desk so that as soon as the mail rolls in with tax information, it goes immediately to the folder, no more searching around for all the paperwork needed to do taxes, it's right there from the start.

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