Happy New Year to everyone and I hope 2016 has started off to a great start! I know with the beginning of the year you have new paperwork that you need to file away and your file cabinet or filing bins are overloaded with last year’s information. Now is a great time and incentive to get organized and start off new and fresh! Or it could be a time that you are not looking forward to and it is a daunting task. Well I am here to help you with a few simple steps to help you with paperwork organizing for the New Year.
Go to the place where you have your oldest paperwork and see what you have there. Are you able to shred the paperwork or recycle it? Ask the question: Do I need this information for my taxes? Are you running a business out of your home and you need to keep the paperwork for 7 years? If you are not running a business out of your home, I would look at why you need the paperwork. Does your accountant or financial advisor or lawyer need the information? Now is the time to ask them about what paperwork you need to keep as we go into tax season.
Go through your paperwork and just purge the paperwork that you know for sure you do not need. At that time you did need to keep it but now maybe years later you do not need to refer to it and you can get rid of it by shredding or recycling the papers. Again ask yourself “What is the consequence if you do not have this piece of paper?”
Label your files exactly with what type of paper is in your file. For example if the paper is about your automobile insurance label the file “auto insurance” or if it is a manual for your stove label it “stove manual”. Many people are afraid that if they file the papers away they will never be able to find it again. If you label the file to exactly what it is, you will be able to find it right away. Also you can label your files to what makes sense to you and what is easy for you to find. You can also label your file very specifically for example “2016 Chevrolet Tahoe insurance”.
These are just a few easy tips to help you get through your paperwork purging and organizing. If you need additional motivation to start try putting a time limit on the project and only spend 30 minutes on purging papers. And/or put on some motivational or fun music to listen to while doing it. Another great way is to reward yourself afterwards that if you purge and organize your papers you can go out for a nice dinner. You will feel so much better getting rid of papers that are weighing you down! Take back control so you can have a great start to 2016!