We often find it difficult to organize all the paperwork that comes with tax season in our busy lives. This can be especially true for self-employed or those responsible for paying taxes on their behalf. To help make managing your taxes easier, we’ve put together a list of apps and services we like. Some help you organize your records, others help you research tax deductions or credits, and others help you manage your finances. We’ve also included a list of Tools to Help Organize Your Taxes.
- Evernote
Evernote is often the best tool to help you stay organized in the days leading up to tax time. That is until you’re busy, stressed, and overwhelmed, when your brain just can’t keep up with filing at the same time. Time and time again, we hear from our readers that managing their taxes using Evernote is the fast and easy way to keep up with their paperwork.
Evernote is an app that allows you to capture, organize and store your thoughts. From the beginning, Evernote has been all about simplicity, so the idea when I first started using it was to use it for the daily to-do lists, notes, and articles I would write for my job. Over time, however, I had a lot of fun creating other types of notes, like lists of books I would like to read, ideas for my travel blog, and other random things.
- MileIQ
The idea of using technology to help organize your finances is not a new one. But the idea of smartphones or wearable devices to do it is. MileIQ is one of the newest companies to enter the fray, and its software is designed to help you keep track of your expenses. The app is available for iPhone and Android, while the software will be available soon on the web.
MileIQ helps you organize your taxes, and it does this by allowing users to run financial reports for all their accounts. The program displays data for the following kinds of accounts: checking, savings, investment, brokerage, pension, health, and various credit and loan balances.
- Shoeboxed
A couple of months ago, I was asked to review a new way to organize taxes. It creates a kind of virtual filing cabinet, allowing you to see all of your records, including receipts and checks; it’s called Shoeboxed. While I was familiar with the concept of using an Excel spreadsheet to organize my receipts, I had never heard of Shoeboxed. The tax season is upon us, and while it is one of the most stressful times of the year, it also holds a lot of potential for saving money. If you want to avoid paying lots of taxes when you file your return, you’ll need to get organized.
- Mint
We’ve all got stuff to do today, so we’ll use this opportunity to get organized. If you are like me, you have lots of receipts and invoices to organize and file by year. Being organized is key to keeping yourself on track, and that can be hard when you don’t have a place to store all of your documents. A few years ago, when I couldn’t find a good place to file my receipts, I came up with a system called Mint.
Mint will help you generate and organize your tax records with just a few clicks. It’s free, simple to use, and works on all major platforms. The Mint, the government’s official site to help you organize your finances and stay on top of government tax obligations, has been one of the most popular tools for American taxpayers—around 13 million users a month. The Mint offers a few different tools for different needs, including a “My Account” tool for tracking personal finances and a “Mint Mobile” app for managing finances on the go.
Have you ever wondered if there are any tools out there that can help you manage your taxes better? I’ve received a lot of questions on this subject over the years and have tried to find some answers. I’ve even been in the position of trying to figure out how to organize my taxes. I’ve used several different tools and found that the best tool I found was TaxCut. It saves me much time, and it is an easy-to-use software program.
It’s hard to know how much time and effort you should put into planning the taxes you’ll need to file in April. So many people are in too much of a hurry and don’t take the time to do it right. Then, when tax time comes around, they feel overwhelmed. You might think you’ve already given this all your attention, but that’s not the case at all. Missing a simple tax deduction here or there could cost you thousands of dollars in additional taxes. If you want to avoid this, it’s important to take the time now to get organized.
