• 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: Lifestyle, Organize

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 HERO Printable Organizing 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 HERO 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 HERO 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: Lifestyle, Organize · Tagged: documents, files, filing, HERO, printable, taxes

you’ll also love

New Printable Binder Kits Are Here
My Small Laundry Room Reveal + Printable Art Freebie!
How To Keep Your Important Home Info Organized

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

Get Organizing Advice

lela burris organiziedish

Follow Along

@lelaburris

Family isn’t defined by dna, it’s built on lov Family isn’t defined by dna, it’s built on love. Happy Father’s Day to the greatest man I know @___inteebe___ ❤️
He met this four year old little dude who was sick on the couch clutching his Lightening McQueen car. Soon after, Noah told me in the car “Mommy let’s stay friends with him, ok?”
So we did. And here we are ten years later. Nothing makes my heart more full than seeing these two together.
…Except when they gang up on me for asking [dumb] questions about superheroes… 😅
Happy Father’s Day Nigel!
Let’s talk about organizing overwhelm. Yep, we a Let’s talk about organizing overwhelm. Yep, we are going there…
As exciting and freeing and calming it is to get a space cleaned up and organized, it’s also stressful and overwhelming and exhausting. Especially when you’re doing big projects.
After three weeks straight of working on my garage, I was reaching the point of burnout. I got behind on other things, I constantly felt like I wasn’t doing enough, and my to-do list kept getting longer.
If you’re feeling this way today, I want you to give yourself permission to do these two things:
1. Take a break. It is ok to pause a project and take some chill time. Log off of social media, stop looking at your list, and just recharge.
2. Remove things from your list. You might have planned a huge project, but after a while you start losing enthusiasm. At that point, let some plans go. Save them for later in the year, or maybe even never. Projects should be flexible, not set in stone.
What’s something on your to-do list you can let go of today to save you time and stress?
#organizingtips #lifeorganized #momquotes #lifequotes #frontporchdecor
New colors, who dis?! 😍 The summer collection o New colors, who dis?! 😍 The summer collection of @organized.ish Printable Binder Kits just dropped and I am OBSESSED with the Cardinal Hill color option.
Check out the new colors, new website, and new planner available (psst: it’s a Garage Cleanup Planner!) at organizedish.com
#organizedishbinderkits #printableplanner #plannercommunity #planneraddict #plannerlove #plannerjunkie #homemanagementbinder
Meet my organizing dream team! [AD] Every organiza Meet my organizing dream team! [AD] Every organization project I do is different, but one thing stays the same...these five tools from @HARTtoolsUSA.
Whether it's a single drawer, a small closet, or a whole garage, these five tools are with me every step of the way. Head over to my blog post to find out how I use them and snag links to my fave go-to's.
#doitwithHART #homeorganization #organizationgoals #organizingtips #organizinghacks #organizationideas

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 © 2022 · Theme by 17th Avenue