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Financial – Tax
Project Paperwork
200%
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Financial – Tax
In this lesson, we discuss the paperwork that comes with tax.
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Lessons in this Course:
Core Principles
Introduction
Ponder your project
Setting smart goals
Emotions and habits
Preparation and Equipment
Roles and responsibilities
Paperwork to let go
Paperwork to keep
Summary – Plotting your progress
Deep Dives
Introduction
Household - Utilities
Household – Legal
Household – Maintenance
Insurance
Financial – Bank Statements
Financial – Tax
Financial - Borrowing
Financial - Benefits
Financial - Investments
Vehicles
Medical
Legal
Education
Employment
Children
Dependents
Pets
Miscellaneous
Reference Material
Receipts
Summary
The Filing System
Introduction
Emotions and habits
Ponder your project
Choosing your filing System
Preparation
Categorising and labelling
Creating your filing system
Plotting your progress
Maintaining your filing system
Summary
downloads for this course
Worksheet
Ponder Your Project
Planner
Daily Planner and To-Do List
Planner
SMART Goals
Checklist
Filling Paperwork
Checklist
What to Shred
Products We Love
Roller Stamp
Products We Love
Shredder
Products We Love
Label Maker
Products We Love
Desk Intray