What to Gather Before You File

Tax time goes faster with everything in one place

W-2s, 1099s of every flavor, mortgage interest, childcare details, school forms, charity receipts — they trickle in across six weeks of January mail. One page by the mail pile catches them all.

The easy things to miss

• The childcare provider’s tax ID — required for the credit, and harder to get later
• Cash charity with no receipt — hard to prove; ask for one every time
• College costs the school’s form doesn’t show — keep your own receipts
• IRA money added before the April deadline still counts for last year — if you say so when you file

Works for everyone

This one isn’t business-only — share it with your crew, your family, anyone who files. (That’s why we made it free to pass along.)

Questions about how this applies to your business? Book a free discovery call — thirty minutes, no cost, no jargon. Or head back to all free resources.