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.