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A Taxing Season Neat
Another tax day has come and gone – and if you’re like most, you’re undoubtedly feeling a great sense of relief. At Neat, we believe that one of the best ways to handle tax season is to make tax preparation a part of your everyday lifestyle, all year long. This year, we’ve teamed up with tax expert, Lou Hutt—CPA, business coach and entrepreneur—to give you the top five tax prep tips to make sure you’re set and secure for next year:
1. Manage the tax prep process: Keep the stress in check by managing receipts and paperwork all year long! By saving your information in a digital filing system, you’ll be sure to avoid the tax day scramble.
2. Work smarter, not harder: Shoeboxes full of receipts and binders stuffed with papers are a thing of the past – take advantage of Neat’s patented OCR and parsing technology to organize and extract your key information in one safe electronic location.
3. Digitization is the name of the game: In addition to becoming keyword searchable, financial information that is digitized and saved in Neat is accepted by the IRS, so you can recycle without worries. Take the process one step further by easily exporting to TurboTax, Excel, or QuickBooks.
4. Categorize as you go: Assign tax categories to all of your receipts and documents stored in your digital filing system. This simple step takes seconds to do, and will save you a great deal of time when tax day comes along.
5. Use the right tools: One of the most important pieces of the tax preparation puzzle is having the right tools handy. If you own a NeatDesk or NeatReceipts, you’re working with a major advantage! Neat will aid you in all of the tips above – making tax time stress a thing of the past.
By following these simple tips, you can take steps to be better prepared for next year’s tax season – and ensure that the entire process runs more smoothly.
Few interesting digital organization:
Digital capture is ideal and can be achieved with either desktop hardware or
secure pdf scanner app
NeatMobile.
Easy and intuitive organization structure is important and intelligent software that recognizes document formats and embedded information will help.
Remote back-up is a must-have in today’s day and age. The ability to archive, access, and activate desired information remotely is important!
Naturally, I was excited when I heard Josh’s thoughts on digital organization and technology since our customers will be able to use our digital filing system solutions NeatDesk and NeatReceipts with the soon to be released cloud and mobile applications, NeatCloud and NeatMobile to achieve their organization dreams.
Grads can use Neat to:
Archive college documents such as old term papers, portfolio work, letters of recommendation, transcripts, awards, career fair resources, etc.
Organize and scan “first job” documents like 401k plan, insurance policies, offer letter, employee handbook, holiday list, etc.
New responsibilities come along with a salary boost: bills. Keep track of spending and budget by scanning receipts and billing information as well as sending e-receipts and electronic bills to Neat.
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