Tax season becomes painful when records are left for the end. The right method is monthly preparation.

Monthly routine

• Categorize income and expenses weekly
• Attach invoices and receipts immediately
• Reconcile account movements at month close

Quarter-end review

• Validate missing documents
• Check unusual expenses
• Export structured reports

Year-end package

Prepare one complete bundle:

• Income statement view
• Expense categories
• Supporting documents archive
• Notes for special adjustments

When records are already structured, tax season becomes a reporting task, not a recovery project.

Related reading

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