520 - Tax Organization & Deductions
Organize 365 Podcast
Lisa Woodruff
4.5 • 1.3K Ratings
🗓️ 27 January 2023
⏱️ 33 minutes
🧾️ Download transcript
Summary
I am not a CPA and neither am I on my way to becoming one…but I have learned so much about how to get organized for optimal results when it comes to doing or getting your taxes done. And I'd love to share some ideas on how to organize the paperwork you need for your taxes and make the tax season easier for you.
Whether you do your taxes yourself or have someone do them for you - it is in your best interest to have organized documentation. Documentation is key!
The Organize 365® Income and Expense Binder holds all your substantiating documentation for your business. Did you know you need 7 years of substantiating documentation? Now there is a way to effortlessly keep track of everything. This binder will give you peace of mind at tax time.
EPISODE RESOURCES:
- Free Organize 365® Tax Organizer Worksheet
- Organize 365® Income and Expense Binder
- Green Slash Pockets
- Mimi's Cookie Recipe (as mentioned in the mailbag)
Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!
Transcript
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| 0:00.0 | Today's mailbag is from Amber. We finally made Mimi's cookies. They were |
| 0:06.2 | incredible. We did nine minutes instead of 10 for a little extra gooey. But |
| 0:12.1 | everyone raved about them and the memories made were sweeter than the cookies. |
| 0:16.2 | I just went and grabbed more ingredients to bake another batch next week. |
| 0:20.6 | Thank you, Lisa, for sending a legit recipe card in the mail. I placed it on my |
| 0:26.7 | fridge so I would be sure to make them before Christmas. Your sweet holiday |
| 0:31.3 | gesture has found a forever home in my recipe book. Do you have an organized 365 |
| 0:37.5 | success story? If so, we would love to hear about it. Please send us an email at |
| 0:42.7 | customer service at organized 365 and tell us how you have taken back your home, |
| 0:48.1 | your paper, and your life with organized 365. |
| 0:56.4 | Welcome to the organized 365 podcast. I'm your host, professional organizer, |
| 1:02.9 | productivity expert, and motivational speaker Lisa Woodruff. This podcast will |
| 1:09.0 | help you embrace progress over perfection and create lasting functional |
| 1:13.9 | organizing in your home. I have so much to share with you. So let's get started. |
| 1:22.2 | At the end of last year, I attended 40 hours of tax training. No, I'm not going to |
| 1:30.7 | be a CPA and I'm not going back to school to be in the accountant or financial |
| 1:34.8 | planner or any of those things. But the more that I have gotten ahead on my |
| 1:40.6 | bill pay and our retirement investments, I have wanted to know more about the |
| 1:47.5 | tax code. How does it work? How can I use it to my advantage? How can I pay what I |
| 1:52.7 | need to pay? But not pay what I don't need to pay if you know what I mean. And my |
| 1:57.7 | tax organization and tax understanding journey has evolved over the last 30 |
| 2:03.5 | years of being a taxpayer. For the first, I don't know, 15 years of being a |
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