Collect and Organize Paperwork to Get Ready for Tax Preparation

The Weekly Tittle is an exercise designed to focus your attention on a specific space, aspect, or challenge of decluttering and organizing your home. We assign a new tittle in each webcast/podcast, then check on your progress the following week.

Tax Prep Soft Launch

This week’s assignment is to start into motion on this year’s tax preparation project if you haven’t already done so.

• Identify the very next step you need to take in the process of preparing and filing your tax returns for 2025:
  
  • If you’ve done nothing so far, you can start with last week’s tittle, which was about gathering together your tax-related documents.
  • If you’ve already gathered your paperwork, you might plan to sort the documents into broad categories according to where the information will go in your return, such as sources of income, business expenses, medical spending, charitable giving, etc.
  • If your paperwork is already organized, you could plan time this week to start completing the forms. Sometimes the process of filling out tax forms reveals additional documents to collect or other new agenda items to address.
  • If you’ve already completed your returns or you live in a jurisdiction where you don’t have to file taxes, identify a next step in another paper-organizing project that needs your attention.
• Schedule time this week to work on whatever next-action item you’ve identified.

For the full discussion of this week’s tittle, watch the Weekly Tittle segment on YouTube.