Not to expound on the U.S. Income Tax filing deadline coming up, but it is a HUGE pain in the neck for many of us. Not having a good paperwork system for 11.5 months out of the year and then desperately needing to find things within the non-system tends to frustrate us!
What's the solution? Right this second it is all about buckling down and powering through to find the data you need in order to file. If you need last minute help, I'm your gal - I love paperwork, and I love alleviating frustrations for others!
This place of paperwork madness isn't any fun. Now is the time to move forward with a plan to work in the future. You can use your filing process to set up a system that makes sense to you and won't have you scrambling next year.
Think about how you sort the data you need. Take for example the receipts necessary for reimbursement from a Health Savings Account (HSA).
Take the way your mind thinks, or searches, for papers/receipts, and set your filing up according to that. Trust me when I tell you you'll never "lose" papers again.
Can't quite visualize what those categories or files look like? Let's have a planning session - I'll bring the questions, you'll have the answers, and together we'll create a filing system that makes sense to you!
CPO Tammy Schotzko works with clients of all ages to tame their clutter and create calm out of chaos. She specializes in Hoarding and Chronic Disorganization, but deals with everything from digital files to garages run awry! Her passion for helping people reclaim their space is contagious and