Tax Consulting Services
Important Files to Keep
Have you ever accidentally thrown away important paperwork that you needed for filing taxes? Do you feel a list of the important paperwork you need will help you out file taxes faster and efficiently? Well, if you’re still reading this then you’re in luck! Hardworking people like you have too much to focus on that filing taxes can sometimes be a complicated process due to lack of organization, stress and procrastination. However, you are just a human, so you are allow to make these types of mistakes! Now, in order to facilitate the process of tax filing, all you need to do is contact Tax Consulting Services and create a checklist of the important paper you will need.
Never, Ever Throw Away the following:
Passports
Military Records
Citizenship Papers
Social Security card
Marriage License
Birth Certificate
Car title
Birth Certificate
Death Certificate
Property papers
Those are the documents you keep with you forever, some of these might not be needed for filing taxes but they’re really important. The next papers are needed for when you need to file taxes and the ones you could keep for a long-term period
Tax Return Forms
Documents related to your Property
Paperwork related to Business assets
W2 forms
1099 forms
Stock and Exchange Traded-Funds statements
End-of-the-year Retirement Paperwork
Bankruptcy paperwork
The paperwork that must be kept for a long-period of time is only required to be kept for a period of about seven years, depending on the situation. It is important to call and contact Tax Consulting Services in order to ensure that you don’t get rid of the important paperwork before the period. Papers you don’t throw away but you only have to keep them for a short period of time are the following:
Pay stubs
Employment Records
Car insurance records
Medical Expenses
Donation to charities
Card statements
Cancelled checks
Receipts
Information about your income
Changes to your income
Tax deductions
Tax payments
These are all papers you must keep and have ready for tax filings. Make sure you do not throw away important documents, and save yourself from stressing situations when you have to do your taxes! Make tax filing an easier process by following this list and contacting Tax Consulting Services if you need any assistance.
With Tax Consulting Services your tax filing won’t be complicated at all and you will be able to save yourself from unnecessary stress.
At Kerr Koncepts Inc. we offer a variety of accounting and tax needs while offering our customers a strategic approach to achieving their business objectives. For further information about our services Call today at (305) 387 – 5880 or click here to make an appointment.