05/29/2026
𝗗𝗼 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝗿𝗲𝗰𝗲𝗶𝗽𝘁𝘀 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝘀𝗮𝘃𝗲 𝗳𝗼𝗿 𝘁𝗮𝘅 𝗽𝘂𝗿𝗽𝗼𝘀𝗲𝘀?
Make sure you have a reliable and easy to use record keeping system. There is no wrong way to keep your records as long as your income and expenses are clear, accurate and include all necessary details.
Here are some quick tips to keep your records straight:
✏️ 𝑾𝒓𝒊𝒕𝒆 𝑵𝒐𝒕𝒆𝒔 𝒐𝒏 𝒚𝒐𝒖𝒓 𝑹𝒆𝒄𝒆𝒊𝒑𝒕𝒔:
Reporting income & deducting job-related expenses - your receipts should include the amount, location, date and type of expense.
🗃️ 𝙊𝙧𝙜𝙖𝙣𝙞𝙯𝙚 𝙗𝙮 𝘾𝙖𝙩𝙚𝙜𝙤𝙧𝙮
Labeling your e-folders or old school physical folders is a great way to stay organized. Here are some categories to use when labeling your folders:
• Banking info
• Charitable Donations
• Business Income
• Medical Expense
• Business Expenses
Feel free to break these down further if needed.
Are you overwhelmed and stressed with keeping your documents straight for taxes? Give us a call and let us 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪 𝙨𝙖𝙫𝙚 𝙩𝙞𝙢𝙚 𝙨𝙤 𝙮𝙤𝙪 𝙘𝙖𝙣 𝙢𝙖𝙠𝙚 𝙢𝙤𝙧𝙚 𝙢𝙤𝙣𝙚𝙮 𝙖𝙣𝙙 𝙥𝙖𝙮 more 𝙖𝙩𝙩𝙚𝙣𝙩𝙞𝙤𝙣 𝙩𝙤 𝙮𝙤𝙪𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨
It’s time to make an investment in yourself and your company.
It’s time to call John Craig! (724)941-6350 or email: [email protected]