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Tax Season Tips: How to Organize Your Documents and Storage

Are you ready for tax season? It can be a daunting task, but it doesn’t have to be. One of the most important things you can do to make getting ready easier is to organize your documents. This will help keep you calm and collected during what can be a chaotic time. In this article, we will discuss some tips on how to best store your documents. Follow these tips, and you’ll be organized in no time!

Storage Containers

One of the best ways to organize your documents is by using storage containers. There are a variety of storage containers on the market, so finding one that fits your needs shouldn’t be too difficult. You can also use storage boxes or folders to keep all of your papers together.

Use a Storage System

Another great way to organize your documents is by using a filing system. This can be a great way to keep track of all of your paperwork and find what you need much more accessible. You can use manila folders or hanging files to create your filing system.

A Self-Storage Facility

Keeping your records and documents organized can also be accomplished by storing them securely. A self-storage facility is a very common option, as it provides peace of mind that your documents are protected and easy to access when you need them. Make sure to choose a heated storage unit, as this will protect your documents from damage caused by extreme temperatures. Additionally, be sure to label all of your boxes so you can easily find what you need when tax time comes around. Having an organized storage system will make the process of filing your taxes much simpler and less stressful!

Record Organization Tips

  • Gather all of your tax information from your earliest tax return to your most recent one.
  • Use file folders or accordion folders to organize all those documents by year and sort them accordingly by the type of the document.
  • Prepare for the upcoming tax season by creating additional folders to store medical bills, pay stubs, investments, donations, and any other taxable documentation that may be useful for next year.
  • Use boxes, crates, or file cabinets to store all of your past tax information and current tax documents. Remember you need to keep records at least six years from the end of the last tax year they relate to.
  • Mark all the files and records.


No matter how you decide to store and organize your documents, the most important thing is to stay consistent. If you find a system that works for you, stick with it! That way, the next tax season won’t be so overwhelming.


Looking for more storage solutions? Check out Alliston Self Storage. Alliston Self Storage Serving Alliston and the surrounding area, our facility offers a wide range of sizes in both climate control and regular storage units. Our facility is well-lit, and video monitored, so you don’t have to worry about your storage unit safety.

Alliston Self Storage can help you with all your storage needs. Contact us today to learn more about our different storage units.