A new year means TAX TIME around my household. We start receiving our annual documents from companies we associate with through email and the mail. Then, we collect these documents and turn them in to the individual who does our taxes for us. At one time, I did our taxes myself, but once we bought a house, I decided it was in my best interest to let a professional take over. I sure didn’t want to receive a nice letter in the mail from the IRS stating I owed them money because I did some calculations wrong.
Every year, I sit and try to remember all of the documents I need to have together before going to our CPA’s office. Every year, I forget something! Two years ago, it was our property tax receipts. And, last year, if my memory serves me correctly, I forgot the same documents again. So, we had to make a special trip back over there with those nice forms.
Can anyone else relate? I swear I now understand why mothers have a hard time remembering things. My brain is going in about 10 different directions at one time and it is hard to catch every thought and write it down. This is why post-it notes are my friend! I must write down EVERYTHING or I will forget something.
If the pattern is doomed to repeat itself, I will forget something again this year. And, hey, it could definitely be the same documents I have forgotten the last two years (sigh). So, to help me get better organized, I have created a checklist.
Linking up this post on: The 36th Avenue