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Financial Friday: Get your tax papers together

Hi friends,

Happy financial Friday, it’s a new year & a good time to get your tax papers together.

I have an ongoing “Current Tax Year” file where I stick the applicable papers throughout the year, and then all I have to do is double check the list of necessary paperwork against what I already have in the file.

Here’s the checklist that I use:

https://www.hrblock.ca/documents/tax-return-document-checklist.pdf

You can start this system for 2015 now.  For the 2014 tax year, it’s a good time to pile them all together and once your T4’s come in, then you can double check it before you make a tax appointment.

Good luck!
Amy

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One thought on “Financial Friday: Get your tax papers together

  1. Pingback: Financial Friday: Time to make your tax appointment | organizedcanadianmama

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