• About
  • Contact
  • Courses
  • Binder Kits
  • Collaborate
  • Nav Social Icons

  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • About
  • Organize
  • Projects
  • Lifestyle
  • Crafts
  • Holidays
  • Courses
  • Binder Kits
  • Media and Press
  • Mobile Menu Widgets

    Connect

    Search

Organized-ish

Organized-ish

Progress > Perfection

  • Organize
  • Projects
  • Lifestyle
  • Crafts
  • Holidays

The Printable Tax Prep Organizer Is Here

February 1, 2019 · In: Organize, Organized-ish Binder Kits, Planning

First of all, how is it already February? And how is it Tax Time already, too?! We’re only a month into 2019 and it seems like the year is moving SO fast! I know you’re feeling it too, especially when you opened your mailbox and found those W2s greeting you with the reminder that it’s about to get stressful up in here! Whether you anticipate a refund or you’re just hoping you can break even, Tax Time can be overwhelming for everyone. But I got you, girl. I’ve got something that can help your Tax prep go as smoothly as possible, and send you in and out of your accountant’s office in no time.

Printable Tax Prep Organizer Kit

Printable Tax Prep Organizing Kit

A while ago I launched my ‘baby’, Printable Binder Kits, to help busy working moms just like you get their home info organized and stored all in one safe place. It started as something I just used on my own, and has grown into a full-blown brand of printable Home Organizing kits. Since the first Essential Bundle, I’ve added some awesome expansion packs to help manage not only your home, but your kids’ school stuff, your vacations, upcoming parties, and even your holiday season.

But don’t think I stopped there. Today I’m so excited to share with you the Tax Prep Kit, and it’s a rock star of a kit, lemme tell ya!

printable tax prep kit

What’s Inside?

Honestly, I created this kit with myself in mind. I’ve tried all the tax filing alternatives, from Accountants to tax-filing “chain stores” to online filing programs. What I found throughout the years of testing the options was that no matter how I filed, the prep was always the same. And I was always missing something.

Inside the Tax Prep Organizing Kit, I’ve covered all the bases of what a working family with kiddos needs to gather up for Tax Time. I also included some specialty info for all you Side-Hustlers and Rental Property Owners out there. Because I totally get it. Your 9-5 may not pay the bills, or maybe you just love talking to like-minded women online about coffee and denim and dogs and cats and you do it during your off-time just for fun. (Wait, that’s me…) Either way, this kit is for YOU, mama!

Contents:

  • Tax Document Envelope Details Cover Page
  • Family Tax Document Checklist
  • Home Business/Secondary Income Tax Document Checklist
  • Blank Checklist For Additional Items
  • To-Do List
  • Tax Return Budget Planner
  • Important Contacts (Pre-filled Headings)
  • Important Contacts (Blank For Family-Specific)
  • Reminders For Next Year
  • How To Use The Tax Prep Kit Tutorial Page
how to organize tax documents

How To Rock This Kit

Unlike the other Printable Binder Kits, I don’t recommend binding this kit in a binder or notebook. Why? Because that big stack of “Tax Documents Inside” mail that’s piled up on your kitchen counter doesn’t need to be on your counter!

This kit is best used by stapling to the front of a large envelope or folder. I like using the cheap-o brown oversized envelopes that have the clasps on the back. Sure, it’s not cute, but it fits in my filing cabinet. And my stuff doesn’t fall out. And taxes aren’t cute anyway. Unless you’ve got a really handsome accountant…

Once it’s stapled to the envelope or folder, you can just add in the documents as you receive them, and check them off the list as you go. I keep mine in my mail station by the kitchen. As I bring in mail, I can automatically put tax stuff straight in the envelope, so nothing is going to get misplaced.

There’s also pages to add in your to-do lists and reminders, plan for how you’ll budget your income tax return, keep up with important contacts and account info, and make notes for next year.

Once you’ve filed and finished, you can put the whole envelope, pages and all, into your filing cabinet to store away. This makes it really easy to reference if needed, and is so much better than that mid-year freak out when you can’t find that income statement anywhere.

tax documents stored in command center

How To Get Your Hands On The Tax Prep Kit

First you have to do fort- nine burpees, then climb a jungle gym, then get the golden ticket from a candy bar, then… I’m totally kidding. I know I lost you at forty nine burpees. I lost myself at forty nine burpees. Hell, I lost myself at one burpee.

You can grab the Tax Prep Organizing Kit exclusively in my Binder Kit shop Organized-ish for only $8! That’s the same price as your Venti Mocha Latte with Almond Milk and No Whip. But bonus for you, because you only have to download it once! You can save it to your computer or cloud account and reprint every single year.

And it’s an instant download, so you don’t even have to wait. Seriously, don’t wait. I know that stack of W2s and 1099s on your kitchen counter are there. Please put them in an envelope in a safe place before the tomato sauce explosion of 2019 hits your house and destroys any chance of a refund you had. Okay, you’ll still get your refund, but you will have to call Karen from HR to get another W2 sent. And she’ll spend 45 minutes telling you about her experience with the January Juice Cleanse. Nobody’s got time for that…

Share Your Photos

Once you’ve got your Tax Prep Kit all printed up and put together in a way that works for you, I want to see! Show me all the creative ways you’re using your Tax Prep Kit, as well as your other kits! Upload your photos to Instagram with #lelaimorganizedish and I’ll give you a shout-out for being a rock star of a Working Woman!

By: Lela Burris · In: Organize, Organized-ish Binder Kits, Planning · Tagged: binder kit, documents, files, filing, printable, taxes

you’ll also love

5 Tips For Planning To Adopt A New Family Pet
organized-ish fitness planner3 Tips For Tracking Your Fitness Goals
New Printable Binder Kits Are Here

Get Blog Posts In Your Inbox

Every Saturday morning I send out a weekly recap of all the new blog posts. Want in?

Reader Interactions

Leave A Comment Cancel reply

Next Post >

Organizing My Craft Closet With Cricut

Primary Sidebar

Meet Lela Burris

Meet Lela Burris
hey-o!

My name is Lela, (say it like LEE-luh) and I'm so glad you stopped by my blog! Whether you're into organizing, home improvement, crafts, or you just think my pets are cute, you'll find all kinds of inspo here.

Tell Me More!

Connect

Get VIP Emails

Search

Shop My Planners

printable planners for home organization

Organize Your Craft Room

lela burris organiziedish

Hang With Me

  • Email
  • Instagram
  • Pinterest
  • YouTube

Follow Along

@lelaburris

Sometimes we get busy, maintenance tidying gets pu Sometimes we get busy, maintenance tidying gets pushed aside, or another family member accidentally sabotages the entire area you organized last month.
Instead of stressing over it, take it as an opportunity to redo it better this time. Maybe the way you organized that space before was too complicated and hard to maintain. Or maybe it wasn’t categorized enough so things piled up.
When you find a space that lost its Organization Mojo,  empty it out, try something new, and see if that works better.
You’ll find your own signature organizing style through experimentation and get your home Organized-ish one drawer at a time. 😉
#bathroomorganization #homeorganization #organizingtips #organizationideas #cleaningmotivation
Were you here when we converted this non-working l Were you here when we converted this non-working laundry closet into a custom pantry?
Today on the blog, I’m sharing the exact plans and steps of how I designed this pantry and how my handyman helped me bring it to life.
And if you want a full tour of the pantry, head over to my YouTube channel to look inside all the drawers and cubbies. The pantry starts at timestamp 21:14. 🥰
#pantryorganization #pantrygoals #pantrymakeover #kitchenorganization
This tray and these canisters were “supposed” This tray and these canisters were “supposed” to be used in a kitchen. The packaging literally said “kitchen storage canister” and “kitchen turntable” and they were in the kitchen storage aisles of the store. But don’t let those labels feel like you’re stuck with only certain types of organizers for each room.
Next time you’re shopping for organizers, look in other aisles and you’ll be surprised at what you’ll find. Bathroom organizers are great in craft rooms, garage storage is perfect for a home gym, office storage is good for kid’s rooms, and kitchen organizers can be used in bathrooms.
If you’ve been struggling to find the right organizers for your home, it’s time to think outside the box. 😉
#organization #organizinghacks #organizationideas #bathroomorganization #organizingtips
Anybody else get 20 seconds in and immediately reg Anybody else get 20 seconds in and immediately regret your decision? 😂
#organization #organizinginspiration #cleaningmotivation #homeorganization

Footer

Browse By Category

  • Organize
  • Projects
  • Lifestyle
  • Crafts
  • Holidays

Get Organized-ish

  • Courses
  • Printable Planners
  • Shop My House
  • Amazon Faves

Blog Info

  • Contact
  • Media and Press
  • Disclosures
  • Privacy Policy
  • Terms and Conditions

Organized-ish LLC © 2023 · Theme by 17th Avenue