Step= Separate withholdings, to be copied and not to be copied
into three piles.
Types of forms, year, SS# (sometimes they have
children's information, make sure to set aside of SS#
does not match), amount and name.
Real Estate papers
All 1099's - make subgroups according to the
not copy confirmation/ statements or receipts.
Never copy pension plan documents -Such as IRA, SEP, Profit
Sharing, Money purchase
If you find items from previous years be sure to group them
and indicate with large post it that they are not for the