1. Designate an easy-to-access place for tax documents
If the place you want to keep documents isn’t easy to get to, it won’t get used consistently.
Even if you intend to scan documents, you need a place to store them temporarily.
Consider choosing something you can reach with one hand, like a shelf or folder, even while holding a stack of mail.
If you don’t let that Form W-2 or Form 1099 hit the kitchen counter, it won’t get lost.