Homefile - Financial Planning Organizer Kit Best Value

Homefile - Financial Planning Organizer Kit

Homefile - Financial Planning Organizer Kit

If you have a difficult time categorizing your financial paperwork, give yourself a break with the Homefile organizer kit. Once you’ve set up your personalized system (don’t worry, it walks you through the set up process), simply insert papers as they arrive and you’ll eliminate your ‘to file’ pile. With 22 pre-determined categories that cover a wide range of financial topics, it may even feel like your papers start to organize themselves!
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Best Tax Paper Organizing by Vicki Norris

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Intuit - QuickBooks Accounting Pro Edition 2008

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Vicki Norris Professional Organization Expert

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Ease some of the burden at tax time. When your finances are under control, life just feels a little bit smoother. Use QuickBooks software for your small business accounting needs and eliminate the scramble that inevitably happens before the April deadline. QuickBooks allows you to track time and billing as well as products and inventory. When your financial records are in line all year long, you’ll be able to spend less time “on” the business and more time “in” the business.
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  • Quickly and easily complete tasks like payroll and invoicing
  • Easy-to-use
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Buttoned Up – Tax Filer

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Impress your accountant this year by keeping your tax records organized all year long. This practical (and colorful!) tax filer from Buttoned Up provides a spot to keep your charitable contributions, income statements, and investment documents so that when tax time rolls around, there’s no need for the usual panic. You’ll be prepared and way ahead of the game.
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  • Simple and straightforward
  • Accordion-style organizer
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Homefile - Financial Planning Organizer Kit

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Vicki Norris Professional Organization Expert

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  • HGTV
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If you have a difficult time categorizing your financial paperwork, give yourself a break with the Homefile organizer kit. Once you’ve set up your personalized system (don’t worry, it walks you through the set up process), simply insert papers as they arrive and you’ll eliminate your ‘to file’ pile. With 22 pre-determined categories that cover a wide range of financial topics, it may even feel like your papers start to organize themselves!
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  • Includes 22 category cards, user index, and 48-page handbook
  • Customizable and easy-to-use
  • File away your receipts, tax deductions, and yearly financials
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See Jane Work - Office Basics Financial Organizer

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Vicki Norris Professional Organization Expert

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Become a financial manager… of your own paper! Look stylish while controlling your yearly receipts, expenses, reimbursements, and other important records with this tasteful portfolio. With individual pockets for income documents, itemized deductions, and your yearly tax return, this small investment will provide a big payoff come tax time!
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  • Heavy-duty cover with Velcro closure
  • January – December monthly pockets
  • Beautiful cover design
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Captio - TaxCase

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Vicki Norris Professional Organization Expert

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Change your outlook on tax season by establishing a system that works for you. When all of your tax-related information and paperwork can be organized and stored in one place, the chances of misplacing or losing important documents are drastically reduced. A helpful tax case like this one is a simple solution to an often overwhelming project for many people. When you’re this together, your friends might start asking you for tax time help!
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  • Easy and convenient to use
  • Comes with pre-printed labels
  • Includes forms, worksheets, and handy tips
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TurboTax - Deluxe Federal and State Tax Software

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Vicki Norris Professional Organization Expert

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Almost like having a hand to hold throughout the process! TurboTax software, compatible for both PC and Mac, helps you maximize your deductions while minimizing headaches. In easy-to-follow, step-by-step fashion, TurboTax takes you through your tax return and fills out the forms for you. If you’re a homeowner, have childcare or significant medical or educational expenses, or have a large number of deductions, the Deluxe version is made for you!
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  • Choose the best solution for your needs
  • User-friendly software
  • Double-checks your return for errors
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Office Depot – Recycled Storage Boxes

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Vicki Norris Professional Organization Expert

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Upgrade that old shoebox of receipts! Gather and organize all of your financial records for the year in an economical storage box like this one. Use hanging files and file folders, just as you would with a file drawer, to capture and sort your tax paperwork during the year. After you’ve filed your return, remove the papers that aren’t required to be kept - instantly, you’ve created your own long-term archival storage system!
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  • Holds letter or legal-sized files
  • Sturdy enough to stack
  • Easy to construct
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Miles Kimball – Tax Organizer

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Vicki Norris Professional Organization Expert

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Don’t let the IRS stand for I’m Really Scared! Get to know your financial paperwork by tracking and organizing it in this Miles Kimball portfolio and you’ll avoid any nasty surprises come filing time. With room to record your income, expenses, charitable donations and receipts, it’s a practical way to file your taxes in record time. It might just be the best investment you ever make!
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  • Great to use as a reference for subsequent years
  • Spiral-bound booklet includes 13 pockets
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Storables – Large Expandable File Folder

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Vicki Norris Professional Organization Expert

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Create your own personalized financial filing system and when the tax man cometh, you won’t have to run and hideth! This expanding file with brightly colored tabbed dividers has ample room for sorting and keeping all of your tax-related paperwork. And because it’s easily portable, you can catch up on your filing in any room.
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  • Holds letter-sized files
  • Expands into 13 individual pockets
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The Container Store – Expanding Receipt File

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Vicki Norris Professional Organization Expert

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Are receipts your downfall? They are for many people because they tend to get stuck at the bottom of purses, in glove compartments, or in jacket pockets for lack of a better place. Well here’s your better place! The convenient size of this receipt file travels easily in a purse, car, or briefcase and allows for easy collection. If you tend to amass a large volume of receipts, you may want to use one file per month.
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  • Includes A-Z and monthly tabs
  • 13 slots to categorize your receipts
  • Available in white, sky blue, or black

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