TAXES
When organizing documents and information, consider where you want to start:
Get organized to file your tax return for this year or next year: Create a new item by selecting the +New button in your Taxes category, and then select Tax Return. The workflow will then open an guide you from there.
Organize tax returns from previous years to have them in one place: Create a new item by selecting the +New button in your Taxes category, and then select Other, which will open a simple workflow where you can upload documents (your previous tax returns) and include any notes that might be helpful.
Organize your property taxes for your home: Create a new item by selecting the +New button in your Taxes category, and then select Property Tax. In this simple workflow, you can upload your annual property tax statements for your property along with any notes so that you have them all in one place.
You can also add important contacts details to each of your tax items so that you can easily find them when when needed. For example, add your tax advisor to your tax return for easy access.
You can also link relevant items to help find important information when needed. For example, link your tax return to your mortgage and investment account in your Finance category. If you've saved interest and income statements in your investment account and mortgage items in your Finance category, you'll be able to easily find them when you're getting organized for tax time.
