Reduce paper clutter! Follow these paper retention guidelines to know what paper and records you need to keep and what paper and records you can shred or toss. These guidelines describe, in general terms, the paper and records you should keep for federal tax purposes (personal and business) and for your personal records.
Once you have sorted your paper and determined what you need to keep, you can set up a filing system to keep everything organized. Often an accordion file or small file box is sufficient. At the end of each year, pull out the papers you need to do your taxes and start a new system for the coming year.
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