TAXES 

When organising documents and information, consider where you want to start:

• Add records to keep track of gifts for inheritance tax purposes.

• Organise documents for the current tax year or next year. 

• Organise tax returns from previous years to have them in one place.

• Organise your property taxes for a property you own: If you own property in a jurisdiction where taxes are levied on property (for example, France and the United States), you can use Stronghold to organise property tax documents. 

You can also add important contacts details to each of your tax records so that you can easily find them when when needed. For example, add your tax advisor's contact details to your tax return for easy access. 

You can also link relevant record 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 organised for tax time.  

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