Three Steps to Stress Free Taxes with Neat

March 5th, 2013 by Evan Kramer

Well, we are in the midst of dreaded tax season and if you’re anything like me, you wait until the last minute to file your taxes. But that’s just another reason why I love Neat, because even when I procrastinate, I’m not stressed. By using Neat, my time spent organizing and locating tax documents is literally cut in half – a huge life saver!

If you’re a Neat user, taxes can be easy for you too. Whether you are filing taxes yourself or sending them off to an accountant, it’s pertinent to have all of the necessary documents and records on hand.

In hopes of helping you remain stress free this tax season, here are three easy steps to a more accurate tax return with Neat:

  1. File – Whether you use NeatDesk®, NeatReceipts®, or NeatScan® you can easily scan or import all of your important information. It’s easy to integrate Neat into your life by making it a habit to scan in receipts and financial documents as you receive them, then you won’t worry about misplacing them and have to go through the struggle of finding everything you need come tax time.
  2. Organize – Once your documents have been added to your Digital Filing System, make sure to organize them appropriately by creating a folder just for taxes. Creating sub-folders for business and personal expenses help to make filing taxes a breeze. Also, as you scan in receipts, make sure that you assign deduction categories such as medical, dental, travel etc. for easy reporting later on.
  3. Report – Come tax time, you can either share your tax folder directly with your account or export information directly to TurboTax, Quicken, or Quickbooks. You can also run professional reports with Neat’s advanced reporting functionalities.


Wondering if an expense is deductible? Don’t worry, Neat’s software continually references and updates with the most current information from the IRS.

Interested in learning more about how you can get prepped for tax time with Neat? Just stay tuned for our upcoming webinar featuring tax expert and professional accountant, Nicole Odeh. Nicole will be offering even more tips and tricks that will make filing taxes simple and stress free.

Until next time…keep it Neat!


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