Tax Tips

Evernote screengrab

Ditch the Shoebox; Keep it Together with Evernote

April 13, 2012 : Matthew Staub - Past Contributor

When it came time to start the tax filing process this year, did you dig your documents out of a shoebox? Did you show up at your local tax office with your papers beautifully arranged in an accordion folder, receipts organized by deduction? Do you do what I do: make a stack of everything that might be important, only to have to spend hours sorting through it when it is finally time to file?

Fret not, disorganized friend. We’re always interested in finding ways to drag the most tedious parts of the tax experience out of the last century, and we’ve got a new, cutting-edge option. Whether you’re scrambling to get it together for this year’s tax deadline (nobody’s judging) or a difficult experience has motivated you to make sure the document-gathering process goes more smoothly next year, we suggest you check out our newest partner, Evernote. It’s an easy, hassle-free way to keep your tax documents together on your computer or mobile device.

Instead of the showdown with the shoebox at tax time, you’ll be ready to go, and we’ll be ready to integrate that right into our preparation process.

Here are a few of Evernote’s tips for giving your tax document organization system a modern makeover — whether you’re just getting started on this year’s taxes or setting yourself up for smooth sailing next year:

Invest in an affordable scanner for your home (a Fujitsu ScanSnap or one of our other scanner partners). Connect it to your Evernote account. Then, every time you get a pay stub, bank statement, or information about your investments/mortgage documents,  simply scan it to your Evernote account. You can also clip your online statements to your Evernote account. You can drop all of these documents into a notebook labeled ‘Finances’ or even ’2011 Taxes.’ If you want to be even more specific, you can tag each statement with its type (for example: Bank of America, Pay Stub).

When you’re on the go, make a habit of taking photos of receipts (for example: when you’re on a business trip) and tagging these images with a tag like ‘receipts’ to make sure that they’re organized. Check out Trunk partners like Jotnot and Docscanner, which can improve the quality of your photos and make them even more searchable in Evernote.

To learn more about H&R Block’s partnership with Evernote, click here.


Matthew Staub - Past Contributor

Matthew Staub - Past Contributor

H&R Block

Matt is a social media strategist and past blog contributor. He's a lover of cities, travel, mass transit, bicycles, food, and beer.

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