Ready or not, it’s time to do your personal taxes! It’s a tedious job, but it can be a lot less tedious if you have all the right “ingredients” handy, i.e., your office supplies for doing your taxes.
So today, I’m going to share a checklist that will make your job easier:
No, I’m not actually giving tax advice! I’m not an accountant, and I’m sure you have one who will help you with that. You may also have some kind of tax preparation software for the heavy lifting.
But what I CAN help you with is making sure you have all the right office supplies on hand that’ll make your tax preparation work as efficient as possible…
Here they are, in three parts:
A: Printing Your Receipts And Documents
Chances are, you’ll have to do a lot of sorting of receipts and documents. Depending on your accounting system, you’ll also have to print out reams of documents so you can write on them and sort them more easily.
In order to avoid running into log jams as you do that, you’ll want to make sure you have the following on hand:
2) Ink for your printer
And if your printer has been giving you grief, you may want to invest in a new printer as well…
B: Sorting And Filing Your Tax Documents
As you print out your documents, don’t just stack them into huge heaps. Sort them as they come out of your printer, staple them together, and put them into filing boxes, lever arch files, folders, and maybe envelopes for receipts.
For this project, you’ll need the following:
3) Staplers, Staples, and Paperclips
4) File Boxes
5) Lever Arch Files
7) Envelopes for Smaller Receipts
These are the basic ingredients. Your personal preferences will vary. Maybe you’d like to use large envelopes for receipts, or jumbo clamps to hold large stacks of paper together. Just add them to the list.
C: Tallying the Numbers
Perhaps you’re using tax preparation software, and it will do the tallying for you. But there may still be numbers that could benefit from some old-fashioned tallying. And so I recommend you have one or both of the following items handy, depending on your preferences:
8) Calculator (basic)
9) Calculator (with printing function)
Finally, clear some space on a shelf where you can stash your new supplies, along with the completed and sorted/filed documents as you get them ready.
You may have most of the above items already, but if you’re missing any of your key supplies, we’d like to help!
Wondering which ones you should get? You can look through our new Flipi virtual catalogue to find just what you need:
And then, either order what you need online, or just call our office at 0800 007 5566, and we’ll be happy to help you!
Note that you may also want to add a shredder to your order…
After all, as you go through your documents, you’re sure to come across confidential information that must be securely destroyed.
I’ll provide more tips on that next time, but for now, you may want to start shredding it as you come across it. Here’s a helpful article on identity theft prevention and choosing the right shredder:
Meanwhile, good luck with your taxes. As I said, I’m not a tax advisor. However, to the best of my knowledge, any supplies you purchase for tax prep purchases will be tax deductible!