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Being a blogger can be confusing when it comes to tax time. Just what exactly do I claim and where are my 1099s? It is certainly overwhelming, and this year I am going to be PROACTIVE with my finances. Besides setting up a budget and working on paying down debt, I’m going to be using my new smartphone from Walmart Family Mobile to further my financial efforts. I’ve also got a few tips to spruce up your own office and make 2015 your best year year!
5 Tips to Get Organized for Tax Season
1. Document everything. Did you know that you can use your smartphone for just about anything you need to keep records? You can scan, take photos, fax, send emails, and set reminders. I personally use the Samsung Galaxy Avant right now to keep track of all my financial notes via Dropbox. If I buy something, I take a photo of it for Dropbox.
You can find the starter kit along with this phone which is currently on rollback for $149. It is located near the electronics department. My local Walmart even has an official cell phone counter to get your service ready to go in a hurry.
I found this phone at Walmart and signed up for Walmart Family Mobile. Walmart Family Mobile service is $29.88/month (for the first line) Unlimited Talk, Text & Data service plan which includes up to 500MB of 4G LTE data. I also noticed while shopping that the ZTE Zinger is only $19.84 (was $39.88). I’m going to have to guess that will be my son’s first cell phone for that price!
Not only do I take photos of receipts for Dropbox, but I also use Tiny Scan to turn photos into PDFs. This makes it VERY easy for me to add them to my Google Drive. In case you’re wonder, yes, this phone has Gmail and Google Drive already available. The Droid operating system makes it very easy for me to seamlessly transition my life from phone to computer screen!
2. Save receipts. Not tech savvy? A cute envelope according clutch can hold your receipts just fine. While I prefer the digital method, having a file folder helps keep track of what has been filed away or accounted for. It also reminds my husband to save his receipts too.
3. Set up a filing system. You can file folders in cute patterns and prints nowadays for just $1! I stock up on a few patterns and use them exclusively on my desk for mail, bills, and other invoices. I have folders for each member of my family–including pets!
4. Set reminders. Once I file away bills and other invoices, I use my Samsung Galaxy Avant to set reminders in Google Calendar. Since I use Google products almost exclusively, this is another way that my phone helps keep me organized for tax season. I’ve already set a reminder to file my taxes and to set up quarterly filing! Now that I’m officially self-employed, there are so many more deadlines to be aware of.
5. Set a schedule. The best advice for getting organized during tax season is to set a recurring schedule. Make it a HABIT to reconcile your financial records and set a DATE to do so. Will it be the first Monday of every month? Or how about every quarter? Find the time to sit with your spouse and hold yourselves accountable. It will make tax season SO much easier!
How does your smartphone help you during tax season? What are your best tax tips?
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