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Wouldn't it be great if everything were to flow smoothly? Never a hangup and never having to go back and correct something? We all know it doesn't happen that way, but how do you minimize those mix-ups?
You take command of your information. You keep it organized and ready for when you need it. It means knowing what is coming up and what information you need every day. This week I went to my doctor's office and I noticed that there was a woman with a notebook verifying her sister's medications with her notes. Needless to say I was impressed. She came to her sister's appointment with her sister's medical records and personal notes. And because she did, she was able to provide information on the spot about blood pressure readings that had been done at home. That information proved to be valuable because the staff was better educated about her sister's medical history. There are several ways to organize your health information. Just remember to keep it consistent, updated and accessible! To Your Most Peaceful and Organized Self.
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 Yesterday I almost had a nervous breakdown. I had received a notice from the IRS that I owed $7,000 due to unreported income. WHAT? My mind was spinning. How could this be possible? There was simply no way this could be true. What saved me from going completely over the edge? Organized, accessible records. After a few clicks, I was able to retrieve the tax information and there it was; the income that we DID report. And the taxes. And everything we were supposed to have remitted.. Our ducks were absolutely in a row with this one. Unfortunately we now have to send in a special form with the documentation. The lesson here? The burden of proof is always, ALWAYS on you. YOU are the guardian of your information and documentation and you need to keep it updated and accessible. It has to be there when you need it. Decide if you are going to save hard copies or electronic copies of your documents. It doesn't matter which one you choose, just be consistent. As a Professional Organizer, I recommend electronic record keeping with the following caveats
Off to request that special IRS form. While I use SafelyFiled for my personal use, please be advised of the following business disclosure: "Some of the link(s) in the listing above are “affiliate links.” This means if you click on the link and purchase the item, I will receive an affiliate commission. Regardless, I only recommend products or services I use personally and believe will add value to my clients. I am disclosing this in accordance with the Federal Trade Commission’s 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising
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Kimberly DahlineWelcome to my blog. I am glad you are here to read the musings on organizing and finding balance in your life. I hope you find them inspiring and motivating. Archives
November 2018
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