5 Steps to Simplify Your 2014 Taxes with Evernote

Tips & Stories

5 Steps to Simplify Your 2014 Taxes with Evernote

Posted by Taylor Pipes on 20 Feb 2014

Posted by Taylor Pipes on 20 Feb 2014

Nobody likes doing taxes. Blame it on challenging worksheets, complex formulas and the tedious dedication required for filing your state and federal taxes correctly.

Thankfully, we can help. Chances are, you’re already using Evernote in ways that make filing taxes much easier, especially if you have made use of the ScanSnap Evernote Edition Scanner.

Here are five ways Evernote can help you simplify your 2014 taxes:

Save. Take photos of receipts and expenses and save them into Evernote for future reference. Simply snapping a photo of a paper receipt on the go is a quick way to potentially save tax dollars later. The best defense is a good offense. Capture useful photos that show your home office space or car odometer so you can justify business expenses, just in case.

Scan. Use the ScanSnap Evernote Edition Scanner to seamlessly transfer paper statements, receipts, investment forms, medical expenses, W-2s, pay stubs, and tax documentation directly into Evernote.

Tag. If you tag it now, you’ll find it later. Add tags to notes with helpful phrases like “2014 Taxes” or “Business Expenses” so you can quickly discover content when you need it most.

Clip. Quickly save screenshots and web-based content with Web Clipper. With a single click, you can save tax tables, charts and other content to reference as you prepare your filing.

Share. Create a Shared Notebook with all of your pertinent tax documents to quickly send to your accountant or tax handler.

Keep in mind that the more you save into Evernote now, the easier it will be next year. After you file, archive everything into a master notebook you can quickly access next year.

Are you using Evernote to file your taxes? Help the Evernote community by sharing your story and tips in the discussion.


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14 Comments RSS

  • Jonathan

    Great article. Another way I use Evernote for my taxes is to create a checklist of all of the tax items I need to collect. From year to year, I just copy and update that list so I know what I need to start collecting. I’ll even link to the note I create when I store the items in Evernote so everything is kept in one place.

    • Eric

      Jonathan, are you willing to share your checklist (obviously without any private data) of the types of items you collect?

    • Mary

      Jonathan, I 2nd Eric’s request. Your list would be helpful and info on how you link the notes. Thanks.

    • Terre

      Yes please, Jonathan. Tell us how you link to the note!

  • Andrew Hawley

    love this but when will the Evernote Scanner be available in the UK please!!!

    • Ronald W

      Hi Andrew,

      There are plenty of other scanners which are Evernote Friendly. I currently use a Fujitsu ScanSnap S1100 and it works like a charm!

  • Jamie

    Except for the fact that Evernote doesn’t store these documents encrypted.. There is no way I’m storing my tax documents that have private information (SSN, Investment Details, Salaries etc) in Evernote’s unencrypted world…

    It’s time Evernote started offering a better encryption option!!

    • Alicia

      Totally feel you. One way I get around this is by making my scanned files into PDF using Nitro, which I can then store securely on my computer or back up drive. It’s not as simple as Evernote, but it does feel more secure. There’s more info about that here: http://blog.nitropdf.com/2014/03/use-pdf-tax-season-edition/

      • Ronald W

        Alicia, thanks for the tip about Nitro!

  • Ale

    I have uploaded private sensitive documents like passport copies (in case real ones get lost/stolen while traveling), pictures of credit cards, etc. The lack of encryption is a huge concern and worry. I hesitate to put really sensitive documents like tax returns.

  • Nathan

    Couldn’t agree more on encryption. In today’s world this is an absolute must. Evernote rocks! Please add encryption options to make this kind of stuff more viable.

  • Gracie

    It would be “ever” so helpful if there was a way to copy a vertical column from my Evernote table so I could paste it into a spreadsheet — or if I could simply add a vertical column of numbers in Evernote 🙂

  • JoAnn

    I have a problem with taking too many photos with my phone and removing from phone while leaving them on the desktop so phone can take more photos. When I clean phone, it cleans from desktop also. (Because of sync)

  • Mike

    Evernote is fantastic!
    I only wish there was a way to add dollar amounts of each receipt I save
    Perhaps even the ability to create a note with capability of doing this?