{ "media_type": "text", "post_content": "Anybody else still procrastinating on their tax prep? My accountant sends polite reminder emails, but combing through my credit card statements to tally expenses is overwhelming. Help.", "post_id": "5f0534dda61794001c702749", "reply_count": 7, "vote_count": 2, "bowl_id": "5565cfca8b2b9a03009acf57", "bowl_name": "Advertising" }

Anybody else still procrastinating on their tax prep? My accountant sends polite reminder emails, but combing through my credit card statements to tally expenses is overwhelming. Help.

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Sure. DM me your SSN and a copy of your credit card statement. Also need your password to your checking account to verify payments.

upliftingfunny

Just tried DMing you but the message kicked back. What’s your home address? I’ll just come over. ❤️

Can’t help you now. But for next year, just make PDFs of your receipts after you pay for stuff. Also when you get emails for subscription renewals. You know, when the screen says print receipt? That. Save every receipt into a folder in your google drive and forget about it until the end of the year. It’s a good habit to get into and obv much easier at tax time.

smart

I would suggest using a designated credit card for all business expenses. Makes it much easier.

smart

Yes. A thousand times YES.

Dedicated biz CC. Done. There's also software for this, like QuickBooks.

helpful

if you know you'll want to itemize, it's best to do this at least once a month so it's not overwhelming come tax time. also, even as a freelancer, take a look at your past year's returns... did your itemization exceed standard deduction? If not, it's not even worth doing all the work. I generally scan my credit card annual summaries to get numbers and see if it'll exceed.

helpful

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