How To Stop Stressing At Tax Time

Do you ever wish you had magical stress-busting powers at tax time? You know, the kind that allow you to make any document you need appear in a matter of seconds regardless of where you are or when you need it? Maybe you need a copy of your W-2, or those 1099s you had your contractors complete. Or perhaps you need a bank statement or a copy of your receipt from American Airlines. We get it. We need those things, too. That’s why we love Evernote.

Evernote is a digital organizer. And as far as we’re considered, everyone should use it. It’s the fastest & easiest way to keep all of your notes, webpages, inspirations and ideas at your fingertips and in a format that you can share with anyone you want, anytime, from anywhere.

  • Want to take notes when your CPA gives you a tip? You can do that in Evernote.
  • Need to save info you found buried on the gov website so you don’t have to hunt for it again? Evernote makes that simple.
  • Want to give your bookkeeper access to all of your receipts? Think Evernote.
  • Need to find the receipt for the wine and dine client dinner party you hosted at that that snazzy seafood restaurant last Fall?

…and that’s just the beginning. Here are two additional Evernote benefits that we absolutely love:

Find Anything In A Snap

It’s one thing to get in the habit of scanning all of your paper files. But it takes a different kind of super power to file them in a way that makes finding them simple later on. That’s where Evernote tags come into play. You can (should) add tags to every document you file in Evernote because tags make finding what you need when you need it super speedy. Looking for every record you have on Client X? Tag each file for him and then when you need it again, do a simple tag search and everything you want is right there. Need to pull up all of your receipts from the month of February? Tag ‘em and grab em. Want to know what you spend on advertising but not on your other expenses? Tags make it easy to get this info.

Download Statements While You Sleep

We’re huge fans of the app store that you’ll find on Evernote. Countless companies have recognized the power of Evernote and since, partnered with them to make your life easier. One app we have a special affinity for is called FileThis. It automatically sends your credit card, bank, 401 k and other statements to your Evernote account on a weekly basis. And get this, it’s super secure and free for most people. Win, win!

Simply put, tax season doesn’t have to overwhelm you anymore. With the right tools, you can make it through tax season and live to tell about it, or better yet, actually enjoy it! Lucky for you, we’ve got 3 additional stress-busting tax tools up our sleeve that we’re going to blog about over the next 3 weeks, so be sure to circle back with us and look for them. In the meantime, give Evernote a spin and let us know what you think.

Leave a Reply

Your email address will not be published. Required fields are marked *

Get more information 888-5-TAXPLAN | Contact