Archive for March, 2015

Q and A: Attaching Electronic Files to Hard Copies of Tax Documents

Wednesday, March 25th, 2015

Often times, our customers look to us to make suggestions on how to use our items to solve an organizational problem. Whether they need help for a particular situation or just want more information on how to best use a product, we at C-Line are happy to guide them in the right direction!

Here is a recent question we received from a customer.

Question:

I have a storage dilemma! After my taxes are filed, my accountant usually provides me with a CD of all the tax information. It has electronic copies of what we filed, in addition to W2 information, investment statements, etc. Typically, I create a binder for the tax year and store all the documents inside it. Ideally, I would like to store the CD with the binder to keep all the information together, but I haven’t found a way to make this happen.

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5 Ways to Organize Tax Documents with Sheet Protectors

Wednesday, March 18th, 2015

When it comes to storing current and past tax documents, there are a variety of directions to go. Expanding files, project folders and document cases are all great options to pick from.

However, if you want to ensure that documents remain visible and easily accessible, using sheet protectors is a better approach. Regardless of the style chosen, the sheet protector will preserve documents, while also making it possible to look-up information quickly.

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Before and After: Keep Your Annual Checklist Intact

Monday, March 16th, 2015

Sometimes the best way to see how a product can be beneficial is to look at how someone stores files or information before a C-Line product was used.

When it comes to tax season, I always refer to a preparation checklist that my accountant gave me several years ago. As you can imagine, it has seen some wear and tear over time. Although the pages are damaged, I want to preserve the document.

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Tip of the Month: Prep for Tax Time Throughout the Year

Monday, March 9th, 2015

When it comes to tax season, I often find that half the battle is the preparation that occurs prior to meeting with your accountant. Searching for end of the year statements, donation receipts and more can be a time consuming task.

To avoid this last minute scramble, C-Line has a product that allows you to organize documents throughout the year without taking much time to file the paperwork.

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