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» Personal Taxes

Tax time. For most of us, it’s the least favorite time of the year. Hunting for receipts and documents…trying to get it all organized…stressing over how to fill out tax forms and schedules. Happily, there is an easier, more efficient way to save and organize your receipts and documents for tax preparation: NEAT Receipts.

Low-stress tax prep with NEAT Receipts

NEAT Receipts scans your tax-related receipts into your computer and organizes them by their appropriate IRS categories. Another plus is that NEAT Receipts keeps a running total of your spending by expense categories, so you can clearly see where your money is going.

With NEAT Receipts, you’ve got a great head start on filling out Schedules A, B, and C, and more.

NEAT Receipts helps you sort receipts by tax categories such as:

  • Charitable Gifts
  • Business Use of the Home
  • Child Care Expenses
  • Medical and Dental Expenses
  • You can even rename any field in the software to reflect your own terminology

Best of all, NEAT Receipts tself, can be considered tax deductible as a legitimate business expense!

Get better organized with Tax Reports

Whether you do your taxes yourself, use tax software, or use a tax preparation professional, NEAT Receipts can help you do your taxes faster and easier.

The special Tax Reports feature lets you run reports that total receipt amounts for each category to help you fill out your tax forms. In many cases, the system can tell you exactly on which line on your 1040 Schedules a given receipt belongs. And with all of your receipts accounted for, you can maximize your tax deductions.

  • Document all of your tax deductions
  • Save all receipts as secure, un-editable digital images in a central database—attached to relevant data in spreadsheets for easy verification
  • Run reports on tax category spending by Form 1040, Schedules A, B, C, and D and more
  • Run individual reports for tax deduction categories
  • Sort receipts by category, date range, and more to account for all expenditures
  • Easily email, print, and export reports in these formats: PDF, Microsoft Excel, Microsoft Word, HTML, JPEG, text and more
  • Accepted by the IRS (download a PDF of IRS Revenue Procedure 97-22 here)
  • IRS-accepted digital images of your receipts are attached to your spreadsheets as PDF or JPEG files and saved in your NEAT Receipts database on your computer

Always remember to back up your data

As with any digital data, be sure to back up your NEAT Receipts data to a zip drive, discs, or additional computer.

Scan and centrally organize tax-related documents

Picture your tax-related documents—anything from medical insurance paperwork to financial statements—organized in digital folders on your computer. NEAT Receipts saves them as PDF files so they’re easy to view and send.

Use your time with your accountant more efficiently

With NEAT Receipts to help you organize your receipts and documents, you’ll be better prepared to meet with your accountant. No more shuffling through piles of receipts and documents. Now you can fully focus on the important tax advice and financial strategies you’re paying your accountant for.

Maximize your tax deductions

Learn great money-saving tips from renowned tax strategy specialist, Diane Kennedy, CPA. Author of "Loopholes of the Rich: How the Rich Legally Make More Money and Pay Less Tax", Diane Kennedy has built a career on educating others about financial investments and government incentives—tax loopholes.

As one of the most respected authorities on tax strategy and personal finance, she can help you take advantage of legal tax loopholes to reduce your tax liability to build wealth faster. It is called tax-advantaged wealth building and it works!

Read Diane Kennedy’s tips:

Plan now or pay later—your choice!

I always encourage my clients to take a look at their potential tax liability for the coming tax year, now, and not at the end of the year when it is often too late. Why? Because now is the time to find all of the loopholes you can use to your advantage throughout the tax year.

Change your thinking; Change your tax return

Lowering your taxes often means you need to have a major shift in your thinking. If you’re a homeowner, you know that the equity in your home is a powerful financial tool. How you use that tool, though, can make a big difference on your tax return.

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