520 - Tax Organization & Deductions episode artwork

EPISODE · Jan 27, 2023 · 32 MIN

520 - Tax Organization & Deductions

from Organize 365 Podcast · host Lisa Woodruff

I am not a CPA and neither am I on my way to becoming one…but I have learned so much about how to get organized for optimal results when it comes to doing or getting your taxes done. And I'd love to share some ideas on how to organize the paperwork you need for your taxes and make the tax season easier for you. Whether you do your taxes yourself or have someone do them for you - it is in your best interest to have organized documentation. Documentation is key! The Organize 365® Income and Expense Binder holds all your substantiating documentation for your business.  Did you know you need 7 years of substantiating documentation?  Now there is a way to effortlessly keep track of everything.  This binder will give you peace of mind at tax time.  EPISODE RESOURCES: Free Organize 365® Tax Organizer Worksheet Organize 365® Income and Expense Binder Green Slash Pockets Mimi's Cookie Recipe (as mentioned in the mailbag) Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

Episode metadata supplied by the publisher feed · Published Jan 27, 2023

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520 - Tax Organization & Deductions

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