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The TaxTimer™ is a multi-sleeve folder and index system for collecting, organizing and storing annual financial, tax-related, business and personal records.
Each of the 32 pockets will hold one color-coded index card (insert) which lists the items that should be placed in that particular sleeve.
The How To Use Instruction Booklet will guide each user to the color relevant to their taxpayer type and in turn to the list of inserts to be used.
It's just that simple!
* Great gift for clients!
* Watch the website for periodic updates and tax tips or news about current changes!
Folder
# made entirely of durable plastic
# lightweight
# portable
# stands upright on 4" base
# heavy duty handle
# velcro strips allow for additional expansion
# no ties or clasps to break
# will hold legal size documents without folding
# ideal for archival storage
# opens wide
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Inserts
# color coded (see How It Works)
# informative with many tax tips
# ample room to add or change info
# allowance for notes and questions
# lists and provides example logs and summaries that may be required
# references line numbers on tax returns
# references guides and bulletins for further information
# helpful hints and tax saving tips
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Guide
# color code index
# insert index for easy reference
# user instructions
# helpful hints
# list of information services
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Getting Started
With the TaxTimer™, you will receive a set of information sheets called "inserts". Select from the index the color code that relates to your source of income. Place one to a pocket on the sleeves in the portfolio including all of the personal (pink) inserts.
It is important while you're doing this to take note of the information provided on each insert.
Label and date the outside of the portfolio.
NOTE: Starting with the Information forms, (insert A and D) you will be guided to specific inserts and colour coding that relates to you and your situation.
If both spouses or partners are self-employed, it may be beneficial to use separate TaxTimers™ .
* All inserts do not apply to everyone
* Place all inserts in the order listed on Page 2 for easy index reference
You are now ready to use your TaxTimer™!!
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