Do I hear groans? It may not be your favorite thing to do, but it is necessary to stay organized. You really only have to organize you files once a year, if you have a system set up already.
I think it is very appropriate to focus on your files this week. With today being the deadline for filing tax returns, you have finished the biggest paperwork project you do all year, so once you get your files in order, you don’t have to worry about it for another 9 months.
If you’d like to get Basic Organization’s Record Retention Guideline to help you know what to keep and for how long, email me at email@example.com and I’ll send you one. By all means, if you have any questions about what you need to keep, please contact your accountant or tax professional.
Don’t forget, this is the time when a shredder is your best friend. It takes a little more time, but it is necessary to keep your financial identity safe. Let’s start organizing those files!