Preparing Your Taxes: Make a List

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source: justthisguyyouknow

source: justthisguyyouknow

Whether you plan to file your taxes yourself, use a tax preparation service or hire an accountant, the best place to start is by making a list and gathering all of your information beforehand. This is exactly how I do it, and Lori shared her experience doing it this way in a recent comment as well:

A trick I started a few years ago is to make a checklist of all the things I needed before I could start. I used to just go through the TurboTax questions and hunt for the stuff as the questions popped up. This was time consuming and I always ended up putting it off and coming back several times before I was done. Now I have a checklist and when I have all the items on the checklist I will start. This has made it do much easier to get through.

Although I started to make a list of my own, a quick Google search turned up several comprehensive lists that are ready to be printed and used to help you organize your tax information.

Here are a few so you can choose the one that works best for you:

Have you used a checklist for your tax preparation in the past? Why or why not?

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About the Author

Mandi Ehman

Hi. My name is Mandi and I’m an organizing junkie. I’m also a wife, and Momma to four little girls (5, 3.5, 2 and a new baby!). I've worked at home since our oldest was a baby, and like a lot of other moms, my life is a constant balancing act of caring for my family and my home, meeting my obligations and finding time for hobbies in there somewhere. Oh, yeah, in the interest of full disclosure, I’m somewhat of a kitchen dunce and I only like to pretend that I’m crafty. Read more here!

2 Responses to “ Preparing Your Taxes: Make a List ”

  1. Oh my, I am glad my tax papers don’t look like that picture! :)

    Thanks for highlighting my tip! I can’t wait to see more on this topic since I haven’t started my taxes yet. (Still waiting on hubs to print out his w2!)

    Lori’s last blog post…Free Valentine Card Mailed from Shutterfly


  2. Haha, that’s my picture, and there’s bound to be a repeat of it soon!


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