Dealing with the fear of Tax Preparation: Tips for the ill-prepared

Tax day shouldn’t be a day of burden and dread. Inearners in your family? It is important that every
fact, with the proper tax preparation, April 15th can betax-paying member has filed their own tax return. If
a day for fulfillment and success. There are certainyou are the singular earning body of the family, then it
steps you have to take to make sure you’rewould mean that you are entitled to certain things that
tax-prepared and to ensure, your staff, and youryour dependents are not. Tax preparation has
company stay away from trouble. Here are a fewvariables so make sure you have a clear
tips:understanding of these processes. Ask a Certified
Getting all your paperwork in order is the first step forPublic Accountant firm for help if you need to.
tax preparation. Make sure that you have informationAsk for n extension if it is only necessary. Yes, it is
from all your sources of income. If your employerpossible to ask for an extension on your tax report
neglects to send you an earnings statement in a timelybut, it is still better if you submit on time. Only ask for
fashion — hopefully at some point directly after thean extension if it is of dire need. Again, save time. Do
New Year — you must make sure that they do,with what you have or get professional help. Avail of
preferably in writing with duplicates made for IRSQuick Books Consulting services or online bookkeeping
corroboration in the event that they fail to respond.companies. These are convenient and reliable means
Make a list of all your expenses and deductibles. If youof getting your books and taxes done.
have an accountant or personal bookkeeper, then thisLearn the dos and don’ts of tax-filing. File with a
should be easier for you, but if you do your ownpreparer affiliated with a professional organization and
books, then it’s best to this early on. In many cases,make sure you file your taxes with someone you trust
there are work-related expenses that you did notand have good knowledge of tax policies—like your
even know you had made, or had forgotten about.accountant. If you’re filing online like a lot of people,
Think back in your mind about all the things you had todo it with a firm registered with Thawte and/or TrustE
buy for your job in the last year. Have a detailed list of(security and privacy certification companies) and listed
your payroll, receipts, invoices, etc. Make sure youas an authorized e-file provider.
submit all these data to your bookkeeper orKnow what to avoid. One important thing to avoid is
accountant so they could pen it in.purchase a refund anticipation loan (RAL). Do this only
Learn to adapt. Paperless accounting and bookkeepinguntil you are clear about all your other options and
is a fast growing trend among big and smallknow how much money you are losing.
businesses in the US. Accounting and bookkeepingDo not let tax preparation overwhelm you. Get on
software are now easily available which makes doingthem early and make sure that you have all your tax
taxes and your books faster and easier. For example,forms prepared so that filing will go as easily as
a lot of Certified Public Accountant firms turn to Quickpossible. And who knows? At the end of the day you
Books consulting for a much more efficient way ofmay have a check coming your way — if you set
tax preparation and doing the books monthly.about things the right way.
Get more familiar with the family. Who are the wage