by Natalie Morey | Jul 20, 2021 | Declutter tips, Home Office, Home Organisation, Office Organising
Organising your paperwork for tax time can be a time-consuming and stressful at the best of times. But it’s a hundred times worse when your tax documents and receipts are scattered all over the place and in no logical order. So we have put together some tax time tips to help get you organised.
If you are still using the old shoe box storage system or if you have got receipts shoved in your wallet or worse still you have got no idea where they are, then it’s time to review your home office filing system.
Having a well-organised tax record filing system is the key to making the process a whole lot simpler, quicker and hassle-free.
Here’s our 8 tips to help get you organised.
Organising Your Paperwork for Tax Time. Image reference: www.kateknowleshome
1. Set up a filing system
Systems don’t need to be expensive or complicated. A 2-ring binder folder, simple colour-coded manila folders or a concertina file will work if you don’t have a filing cabinet.
2. Understand what you can claim
It’s a good idea to talk to a tax professional and get an idea of what expenses you can claim. This is especially important now if you’re working arrangements have changed (and let’s be honest, nearly all of us have had changed working arrangements in the last 12 months).
Have you purchased equipment so you can work from home – a laptop, desk items, stationery etc.? Find out what you can claim and ensure you have the receipts to prove it.
For more detailed information on what you may be able to claim, check with the ATO.
3. Organising for Tax Time – Decide on your categories
Possible income and expense categories might include:
Income
- PAYG Payment Summaries from your employers
- Interest earned on all bank accounts
- Dividends received on any shares you own
- Distributions paid from Trusts or Partnerships
- Rental income on your rental properties
Expenses
- Working from home expenses.
- Work car related expenses
- Work travel related expenses
- Other work related expenses, such as printing, subscriptions, stationery. Do note that they must relate specifically to your employment.
- Donations
- Education/professional development expenses
- Cost of managing your tax affairs, ie your accountant’s fee for preparing your tax return
4. Collect all the paperwork scattered around the house
You know the ones that have been put in your car, shoved in your wallet, your jacket pocket, in your bedside table or some other random spot.
5. Just do it – Once
Papers don’t file themselves. Set time aside to do this. The best option is to file an item away as soon as you receive it. If you cannot do that, set aside a few minutes each week or month to do this. Perhaps make the last day of each month the day when you will do this. Then, you will avoid a big pile of paperwork and emails to file at the end of tax time.
6. Go Digital – Tax Time Tip
Don’t want papers and files sitting around. Then perhaps its time to go digital. Create folders on your computer and in your inbox so you can file electronic receipts, invoices, bank statements and other digital tax-related documents in the appropriate folders as soon as you receive them.
There are some great apps and online programs like Xero or Myob if you need something more specialised.
Organising Your Paperwork for Tax Time: image source: homebunch.com
7. The problem with paper
Apart from the clutter that it causes, the other issues with paper records is that once they’re gone, they’re gone. Paper receipts fade and accidents happen. The best way to store receipts these days is electronically. Take a photo and keep it on your phone or laptop or get an app to keep all your receipts in the cloud. Just make sure you set up an online filing and file it logically, so you can find it.
8. Book that appointment
Now that your organising for Tax Time is done and all your paperwork is organised logically in one spot, it won’t take long to pull it all together. So book that appointment with your accountant and get your tax done. And hopefully, now that you have all your receipts together, you might get a nice refund too.
Running A Business From Home
Running a business from home and need some extra support, setting up XERO or Myob, imputing data or lodging your BAS statements. We work with a great company who can manage all your accounting requirements. Just contact us for more information about them.
Need some help organising your paperwork for tax time? Then contact us. We love organising paperwork and home offices.
by Natalie Morey | May 2, 2017 | Declutter tips, Home Organisation
When did you make the time to declutter your books? If you’re like me, I’m tipping it hasn’t been recently.
Declutter your books
Declutter your books in 5 easy steps.
When your books start to build up and create clutter on your bookshelves, bedside table or book shelves its time to declutter. So here’s 5 steps to help make the process of decluttering your books easier.
Set time aside to declutter your books.
You need to set designated time aside if you want to declutter any space. If you don’t have an hour, then just allocate 10 or 15 minutes and don’t stop till the time is up. Just remember though, once you have culled and decluttered your book shelve, bundle the books up ready to be dropped off (also set a date by which they must be dropped off). If you only have 10 or 15 minutes for a declutter session, then also make sure you set yourself a goal as to when you want to have the entire book shelve decluttered.
One shelf at a time.
Like any declutter project you need to start small. So in this instance when you are decluttering your book shelf, start decluttering one shelve at a time. Work from the top down. And if they are spilling out onto the floor, then that is the best place to start your declutter.
Will you really read it again?
I know myself, I had a heap of books that I was never going to read again. So I decided it was time to clear the clutter and let go. With any decluttering that you do, maximum impact is made when you can let go of more items. Plus, it is so much easier to organise and style a book shelve that is not jam packed with books. So keep that in mind with you when you start your declutter.
Why are you keeping those books anyway?
I realised that I was keeping a heap of my old university books. Why? I think it was because of all the memories that they brought back. But the reality was, I was never going to use my Macro Economics book again (I hated the subject then and my opinion has not changed), so why was a keeping it, so they had to go. Declutter and be gone!
Declutter your books and donate.
Feel good about decluttering your books by donating them to someone who can use them. I recently did a declutter for a client and we donated books that were in very good condition to her local library. The library then sold the books and used the money to buy more books.
Other places to donate books to include:
http://www.brotherhoodbooks.org.au/donate/
https://www.footpathlibrary.org/contact-us/ they have branches in Melbourne, Sydney, Brisbane and Perth.
The Lifestylers Group provides decluttering assistance in Melbourne, Sydney, Brisbane and Perth. For assistance with any declutter project (the kitchen, bedroom, office, wardrobes, garage) contact us.
Image credit: http://bliss-athome.com/about/
by Natalie Morey | Sep 22, 2016 | Declutter tips, Home Office, Home Organisation, Tips
Don’t make these 4 mistakes when decluttering. If you keep motivated and inspired you will achieve great results. Make sure you have a plan and keep focused on the job at hand. Their is nothing more rewarding than standing back and admiring your work, once the job is done. I often find myself going back to a cupboard that I have organised, opening the doors and having a quick peek in to see my decluttering effort.
1. You don’t think there is a problem
Time to declutter and organise your wardrobe
You have become so use to living in a mess that it has become normal. It doesn’t worry you anymore that the dining room table is full of papers and stuff. You cannot see the office floor because of all the paperwork lying around but that is fine because you have just become accustom to it. You get frustrated when you go to get dressed for work because you cannot find anything, but that’s just normal now because it happens every morning.
2. You procrastinate
It’s easy to get overwhelmed by the job at hand and just not do anything because you don’t know where to start. If you are struggling then perhaps book the services of a declutter expert to help you. It’s amazing how motivated you become once you know someone is coming to your house to go through your wardrobe!!
3. You don’t have a plan
To do list
You need a vision if you are going to get anywhere. Often clients stand at the door to the room and because they don’t know where to start, they simply close the door again.
It’s easy to get overwhelmed so having a plan or a vision is essential. I always ask clients how they visualize the room once it has been decluttered. It helps them to get inspired and motivated about the declutter process plus they have a goal to work towards.
I also recommend decluttering one shelve at a time. Start small, work through that area then start on the next one. Use these 4 categories as a guide to help you group declutter and group items.
- Keep
- Cull (throw)
- Donate
- Repair.
4. You lose motivation
Declutter and get organised
It’s easy to lose motivation especially if you cannot see much of an impact in the room you have been working in.
Decluttering can be a big job especially if you have a room full of stuff. If you are decluttering an office it can be much harder than decluttering a wardrobe because you physically have to inspect each piece of paper in case it relates to tax. Where as you can make a big impact in a wardrobe in a small amount of time by simply throwing out a couple of big, bulky items. Therefore, it’s important to remind yourself that your mess that may have been building up over a number of months or years, is not going to disappear in a matter of minutes. It might take a couple of hours or even a couple of days to see a difference.
It might also be a good idea to get a declutter expert to help you. They make you accountable and they can give you work to do in-between visits. We often give our clients “homework “to do before we come back and see them again. It helps our clients stay motivated because they have a deadline to work towards.
The Lifestylers Group can work with you to declutter and organise any part of your house: the kitchen, pantry, home office, bedrooms or garage.
by Natalie Morey | Jul 29, 2016 | Home Office, Home Organisation, Office Organising
Whether you call it a professional organiser, clutter buster or home organiser, the names all mean the same thing. A home organiser is a person who helps to organise your home.
The job of a home organiser
You don’t just need to be super organised to be a professional organiser or a home organiser. Whilst that is important you also need some other important skills. You need to be able to understand and empathise with people. You need to be assertive without coming in and taking over. You need to be able to look beyond the clutter and create a vision for a room by simply standing at the door to the room. You need to be a quick thinker, faster worker and motivator.
As a home organiser, our job is not just about coming to a clients home and organising the perfect bedroom, office or kitchen, it’s about more than that. It’s also about giving our clients the necessary tools and strategies so they can keep this space organised once we leave. Therefore, being able to communicate is an important skill that any professional organiser or home organiser needs. Small rooms, the lack of storage and systems in a home or home office means that some nifty problem solving and troubleshooting is also required at all times.
About our home organisers
Luckily, we have a team of lovely and trustworthy ladies who perform our professional organising and home organiser services. They each have different personalities and specialise in different areas of organising. For us, when we start work with a new client, we always like to match them up with the most suitable professional organiser or home organiser (both skill and personality wise). After all, you have got someone coming into your home and going through your wardrobes and belongings with you, so you want to like them. That is one of the benefits of having a range of professional organisers and home organisers. You get the right person, who’s perfect for you and your home.
More than just a home organiser
I also think that is why we have so many repeat clients. (The Lifestylers Group started in 2005 and is growing from strength to strength each year). When you work with a homer organiser who is perfect for you and your home, you build up a level of trust. Once a client experiences what our professional organiser or home organiser can do for them, they often get them back again. For some clients, this might simply be an annual spring clean. For others it might become a regular occurrence, whether that be weekly, fortnightly or monthly until their home is organised. And for some clients the role becomes more than just home organising. It’s more like a private pa, virtual pa or personal concierge service. Basically, whatever is on their list gets organised. One of my team does the most diversified range of tasks for a regular client – things like:
- Paying bills and filing
- Buying the kid’s birthday and Christmas presents
- Booking restaurants and helping to plan holidays
- Organising home maintenance and supervising trades
- Visiting Australia Post
- Running errands
- Planning the kids birthday parties
So if you have a list of things on your “to do list” that you never seem to get done, then perhaps a professional organiser or home organiser might be the solution you need.
If you have ever wondering how a home organiser can help you, then give us a call. We can have a chat and go through the challenges you are facing in your home, office or life. Our home organiser services are available in Melbourne, Sydney, Brisbane and Perth.
by Natalie Morey | Jun 3, 2016 | Home Organisation
I have met Peter Walsh a number of times and have heard him speak on all things decluttering and organising. It’s great to see an Aussie be so successful in the USA especially on a topic that I am so passionate about also. He is a lovely, down to earth guy who has some very practical tips to help you declutter and get organised. Decluttering the Peter Walsh way is fun and an easy process. After watching him on the Living Room, it got me inspired so I have included a couple of my favourite Peter Walsh declutter tips below. I hope you find them useful too.
Peter Walsh with Natalie Morey, Professional Organiser, The Lifestylers Group
He once said that “the secret to successful decluttering is this: you’ll never get organized if you don’t have a vision for the life you want”. This is so true. People have got to want to change the way they do things. They need to have a goal in mind about how they want that space to work. When I start working with a client, I get them to stand in the room and tell me how they would like to see it. It helps them develop a vision and get them motivated for the declutter process.
Another point that I think is really important to mention is that a large portion of why people need help to declutter and get organised is that they have developed bad habits. The kitchen table becomes the dumping ground for your bag, the mail and anything else you bring into the house. That pile of newspapers sits on the bench because you plan to read them at some point. When we do a declutter session with our clients we spend some time talking about this, because it’s important that people start to identify how and why the clutter is building up in their home.
Decluttering the Peter Walsh Way – The Linen Press
I love Peter Walsh’s brilliantly simple linen system. To store his white sheets, he the folds fitted sheet, top sheet, and extra pillowcases inside a pillowcase of the same set. Needless to say, he never has to ransack his linen press for an elusive match.
Decluttering a Linen Press
Decluttering the Kitchen
Image Credit: Photo: David Tsay
Decluttering the Peter Walsh Way – Plastic Food Storage Containers
To avoid accumulating a draw full of mismatched plastic containers in ten colours, Peter Walsh uses just one brand of food storage container so lids will always fit. He stacks just a few sizes in a cabinet for easy access.
However, if you don’t want to have the cost of replacing all of your plastic containers at once start with this declutter tip. It’s one of the first things I do when I am decluttering plastic containers in a client’s kitchen. Match up all the containers and get rid of any that don’t have any lids. I cannot tell you how many times I find tones of missing lids in client’s homes. They clutter up the cupboard and just get moved from one spot to another, because you can never find the matching lid. Once you have done this, stack them neatly inside each other to save space.
Decluttering your wardrobe
Decluttering the Peter Walsh Way – Wardrobe Decluttering: Reverse Coat Hanger Trick
Turn all the clothes hanging in your wardrobe so that the hangers face back-to-front. For the next six months, if you wear an item of clothing, return it to the wardrobe with the hanger facing the correct way. If you try it on but decide not to wear it, make sure you put it back with the hanger turned backward. No cheating. Be prepared for a shock; you are going to find you own lots of clothes you never wear. You should seriously consider decluttering and getting rid of anything you don’t wear regularly.
I love this quote by Peter Walsh: “Set limits for the amount of space you’re prepared to dedicate to items i.e. clothes, toys etc. – and stick to those limits. Three bins for toys, four shelves for baby cloths. Kids only need you, not all the stuff you feel attracted to”.
Keeping toys organised is a big problem many of our clients face. I am a big believer of the principal “one in” “one out” when it comes to containing the amount of “stuff” you have . So next time your child is given a toy, select an existing toy that you can donate to charity and know that you will be giving it to a child less fortunate than yours.
If you need help with your decluttering and home organising, then contact The Lifestylers Group. Based in Melbourne, we are experts at helping people to declutter and organise their homes, lives and houses.
