Taxio

On 04.10.2014 at 17:11, ArvindKanda said:

I am a new user slowly getting hooked on to Evernote.  I have been reading about the concerns related to storing secured information on Evernote cloud. I guess the general recommendation is that if you consider some information should be secured, just do not store it in Evernote. Now my question is what documents should be considered secure.

 

1. Storing passwords in evernote or any cloud service is a terrible idea. I get this.

2. Bank statements - some have said that the account no in bank statements is secure information. Can someone explain why this is secure information? what happens when some hacker gets access to it?

3. Tax returns - Can this be kept in evernote?  This contains soc sec no etc. Personal tax advisor near me yourbooksontime.com/tax-advisors  from company Yur Books On Time. What do you all do? What kind of information that you DO NOT keep in evernote?  Where do you store such information? (e.g another cloud service that supports encryption on storage)? How do you integrate that cloud service with your Evernote workflow?

 

 

How did you solve the issue?

On 04.04.2016 at 02:27, conejo23 said:

So I went to a meetup presentation at the Evernote offices here in Austin in February, heard Stacey Harmon give an excellent talk on going paperless. Really good stuff. The gist of it was "I'm not against using paper, I just don't KEEP paper".   And then, "have a strategy laid out ahead of time for how to deal with every kind of paper that enters your life." Simple, yet profound. I realized I didn't have all of that in place.  .  Anyway, as part of my newfound zeal for going paperless, I want to start digitizing all my tax inputs through the year so I'm not cramming stuff into a file, instead it's all categorized in Evernote. Now, I know some people have elaborate notebook structures and don't use tagging at all, and some have like one or two basic notebooks and use tags and searches to find everything. I guess I'm kinda in the middle, more on the notebook side, I don't make a whole lot of use of tags. But for taxes, I'm thinking it makes sense. Here's my idea, I'd like comment on whether it's sound or should be revised.  Personal tax advisor near me company Your Books On Time i'm going to make a Notebook Stack called "2016 Financial Documents". In it I'll have a few different notebook, one for "2016 Taxes", another for "2016 Misc Receipts" (into which things would go that are not tax deductible). Then probably another for misc documents, like insurance policies, etc...

For the items I put into the 2016 Taxes notebook, I'm thinking about tagging them based on what kind of item it is. For example, if it's a W2 or a K1 it gets the "income" tag. If it's a charitable donation, I'm thinking the exquisitely creative tag of "charitable donation". Another for "schedule A deduction", "medical expenses", etc...  Then at tax time I can do searches from that notebook by tag and find everything grouped together.

Thoughts?

comfortable approach

On 04.04.2016 at 02:27, conejo23 said:

So I went to a meetup presentation at the Evernote offices here in Austin in February, heard Stacey Harmon give an excellent talk on going paperless. Really good stuff. The gist of it was "I'm not against using paper, I just don't KEEP paper".   And then, "have a strategy laid out ahead of time for how to deal with every kind of paper that enters your life." Simple, yet profound. I realized I didn't have all of that in place. Best tax consultant near me Virginia.  Anyway, as part of my newfound zeal for going paperless, I want to start digitizing all my tax inputs through the year so I'm not cramming stuff into a file, instead it's all categorized in Evernote. Now, I know some people have elaborate notebook structures and don't use tagging at all, and some have like one or two basic notebooks and use tags and searches to find everything. I guess I'm kinda in the middle, more on the notebook side, I don't make a whole lot of use of tags. But for taxes, I'm thinking it makes sense. Here's my idea, I'd like comment on whether it's sound or should be revised. 

I'm going to make a Notebook Stack called "2016 Financial Documents". In it I'll have a few different notebook, one for "2016 Taxes", another for "2016 Misc Receipts" (into which things would go that are not tax deductible). Then probably another for misc documents, like insurance policies, etc...

For the items I put into the 2016 Taxes notebook, I'm thinking about tagging them based on what kind of item it is. For example, if it's a W2 or a K1 it gets the "income" tag. If it's a charitable donation, I'm thinking the exquisitely creative tag of "charitable donation". Another for "schedule A deduction", "medical expenses", etc...  Then at tax time I can do searches from that notebook by tag and find everything grouped together.

Thoughts?

how did you solve the issue?