Ask a Carbonista: How Can I Ensure My Tax Files are Backed Up?

by Lynnette Nolan | Apr 04, 2013

Whether you’re a self-employed small business owner, head of household or an individual filer, tax season can be stressful – especially if you’re waiting until the deadline. And, as if compiling and filling out forms wasn’t stressful enough, there’s the chance that something could go awry with your tax preparation software or your computer!

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So while you’re scrambling around your home office looking for your W2s, 1099s, business income statements and receipts, we’ve got your back(up). Here are some tips to take the stress out of tax season:

  • Digitize your documents – Scan copies of your financials, records and receipts. When you create a copy of physical files and upload them to your computer, you have access to the data you need even if you misplace the hard copy.
  • Organize your files – Creating folders for each tax year makes it easy for you to refer to prior returns should you need to look back.
  • Back up to the cloud – Not only are you safeguarding your financial records and the work you’ve done preparing your returns, but backing up your documents to the cloud ensures that even when April 15th is far behind you, your 2013 tax returns are still safe and only a few clicks away – which can be valuable, since the IRS requires you to hang on to tax records for up to seven years!

During tax season, making the best of your backup means backing up all those tax documents! Start safeguarding today with a free trial of Carbonite Home or Business.