Taxes Hub
Everything related to tax planning, filings, and supporting documentation.
🧭 Structure
| Folder | Description |
|---|---|
| Tax Planning | Worksheets and estimates |
| Returns & Filings | Yearly tax prep and supporting docs |
| Tax Binders | Finalized records for each year |
| Estimated Payments | Quarterly payments and logs |
Annual Workflow
- Maintain monthly bookkeeping in QuickBooks.
- Review tax mapping each quarter.
- Prepare year-end binder with deductions, income, and credits.
- Archive filings once the return is submitted.