Every week I do the same thing:

1. get a notification on my phone that it is time to complete my Week Ahead planning routine (or weekly reset if you will)

2. I collect all my receipts from the week from all my receipt drop locations

3. I open my accounting spreadsheet and reconcile my receipts and enter my transactions for the 7 days that have passed

   1. It takes about 10-15 minutes since I just catch up on one week at a time

4. I file the receipt in its appropriate filing binder

I have my filing system outlined in detail in this article, including the system I use, and the back-up plan I put in place to pick up the pieces when I get behind (because life)

Tax season is a pain in the ass. But the filing routine I have developed has made the entire process incredibly easy and organized. I feel on top of things every year, and the system contributes to my organization practices far beyond just tax preparation.

And they’re color-coded. 😬