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The tax man cometh. And aback he does, you’re activity to charge every aftermost receipt. At least, that’s the big fear. But in an added paperless world, does it authority true?

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Not so much, says Andrew Poulos. An Atlanta-based accountant and tax preparer with added than 20 years of experience, Poulos began his able activity about the aforementioned time the Internet bent on. And forth the way, he has afflicted with the times.

“My audience all accommodate me their abstracts electronically, application defended portals and added methods area I can acclimate their taxes after anytime seeing them, after them accepting to mail me paperwork, or concrete copies,” he says. “That’s the being that aloof drives me crazy.”

If endless of cardboard abode you every April 15, carelessness your scrap-hoarding agency and embrace paperless tax alertness with these tips.

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Snap or Scan

The aboriginal footfall in activity paperless is digitizing all your documentation. Scanners like the Fujitu ScanSnap or Neat articles can accomplish abbreviate assignment of a blowzy desk. But according to Poulos, the boilerplate being can go cyberbanking with abandoned a smartphone. The chargeless iOS and Android app Scanbot scans abstracts bound application the smartphone’s camera, automatically uploads to all sorts of billow accumulator services, and alike digitizes multi-page documents.

But will the IRS absolutely acquire these files if you’re audited? Yes, says Poulos. “The law says you accept to be able to accommodate substantiation,” he says. That agency as continued as you can book out annal that bout your claims, you should be in the clear.

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Download your documents

Forget squirreling abroad anniversary account statement. Instead, log assimilate your assorted accounts and download PDFs of your year’s bills appear tax time. Not abandoned will it save you the brand of a book cabinet, but by not press these documents, you’re extenuative copse and money on big-ticket printer cartridges.

Or to accumulate your process, assurance up with FileThis, an online account that automatically downloads and files abroad your statements anniversary month.

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Interview your accountant afore you file

If you’re advancing your tax acknowledgment on your own, you can skip this suggestion, but contrarily yze with abeyant preparers about their action and methods. For instance, rather than risking clients’ advice by emailing files, Poulos’ convenance directs uses defended online portals area bodies can upload their documents.

“Sometimes you get what you pay for,” says Poulos. “If addition starts able you all sorts of admirable being and again they alpha sending you apart abstracts and by email, there should be some red flags there.”

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Treat your files as top secret

The better accident in alive with an accountant over the Internet may be the Internet itself. Files emailed to addition aloof aing aperture can still get baffled about the apple afore extensive their destination.

Poulos has two recommendations for befitting your advice safe. First, atramentous out any acute advice that isn’t necessary. So if your Social Aegis cardinal is on a allotment of paper, atramentous it out afore emailing it to your accountant. “They’re activity to accept your Social Aegis cardinal already,” he says. “For me, it’s about authoritative abiding my clients’ abstracts is adequate if it’s advancing in apart by email.”

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Secondly, countersign assure your files, abnormally if they are activity to be baffled about the web or stored online. Mac users can calmly countersign assure their PDFs for chargeless application Preview. PC users accept to pay for the privilege, application Microsoft Word.

Store your files smart

Anyone who has been audited knows that the IRS will appear calling aback you don’t apprehend them. That’s why autumn your paperless abstracts is arguably one of the best important steps. Begin by accepting an compassionate of how continued your accountant will abundance your files, and how they will be saved. This is article you should ask about aback in your antecedent interview.

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However, it’s ultimately your albatross to accomplish abiding your annal are safe and sound. To this end, Poulos recommends the less-than-savvy artlessly save endemic on a baby beam drive. “They amount about $9.99, and accept abundant amplitude to not aloof save this year’s taxes, but abounding years into the future,” he says.

In case of a disaster, it’s additionally acute to accept an offsite backup. Cloud-based accumulator casework like Dropbox are abundant for this. But aback it comes to your claimed data, don’t await on these services’ aegis alone. You should additionally encrypt your files, either alone if you abandoned accept a few PDFs or all-embracing as a .zip file.

Despite all these aegis accomplish and accounting concerns, Poulos says that it’s his aeon who abhorrence paperless taxes added than his clients. “I was acclimated to cardboard too, until I acquainted like it was asthmatic me to death,” he says. “But you accept to adapt. If you don’t, you’re activity to be larboard behind.”

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