Skip to main content
Tag

checklist

Vacation Planning- A Checklist Template to Make it Easy

By Blog, Free Articles, Home Organizing, Quick Organizing Tips No Comments

checklistMy Experience

For over 15 years my family has been going to the same time-share vacation where we relax by the pool reading books, golfing, bike rides, tennis, and having fun playing card games with the kids.  Our family shares a tradition of daily ice-cream buffet after dinner.  Yummy!  Just thinking about it makes my mouth water.  The kids love this and there are all kinds of toppings, gummy bears, sprinkles, Oreo cookies and other treats to pile on the three different flavours of ice-cream.  Using the whip cream maker, with real whip cream, to top off our sundaes is a favorite for the kids. In truth it is a fun treat for everyone.  I could live on  ice cream!

 The AH-HA Checklist Moment

After a few years of packing too much stuff to take with us, planning the meals and buying groceries, I had an ah-ha moment.  Hey, we take the same things every year, and I’m wasting a lot of time planning out the meals. Not to mention trying to find out what everyone likes to eat and who’s bringing what.  Often times, there would be too much food and we would end up doubling up on purchasing some things.  Finally, I decided to simplify the planning and packing process for this family vacation.  I created a meal plan, grocery list and packing checklist.  What a huge time saver these checklists were for us, and other family members.  Not to mention a great way to help save money.

We keep the meals simple, healthy and easy to prepare.  Then add in a few special treats.  Creating the meal plan is now easy every year.  All I need to do is find out how many are coming, any changes in food preferences, decide how many days we’ll be golfing and I can easily adjust the meal plan and grocery list accordingly.  We bring several items from home and buy fresh produce when we arrive.  You’ll also notice that there are columns to check off who’s going to bring what items on the checklist.  It literally takes me 20 minutes each year to adjust the meal plan and grocery checklist.   And get this, family members email me in advance asking for the packing checklist and grocery checklist so they can be organized.  See, you can even organize your entire family with a few simple checklists (ha, ha, ha)!

Don’t reinvent the wheel, I’ve attached all three checklists for so that you can customize it for your unique summer vacation.  You will see how simple these checklists are – no need to get super fancy here.  This document was created in MS Excel and inside the document are three seperate “sheets” or “documents” – Menu, Groceries, and Packing List.  I’ve done all the hard work for you by creating the document, now it’s your turn to tweak it for your summer vacation.

This summer, save time, reduce stress and relax knowing that you have a checklist and you’ve packed what you needed!

Post a comment below if this packing checklist was helpful.  I love hearing from you all!

 Get your checklist template now-

DOWNLOAD HERE

Your Tax Preparation Checklist

By Blog, Business Organizing, Free Articles No Comments

checklistIt’s that time of year again…tax time.  It always feels so great when I send my tax papers off to my accountant.  The first few years I was in business, this was a time-consuming and frustrating process.  I procrastinated till the last minute because I didn’t have my systems in place.

In an effort to simplify, streamline and automate my business systems, I created a simple year end checklist of all the items I needed to send to my accountant at year end.  What a relief it is every year and my system completely simplified my life and my husbands too.  Now, tax time is a breeze!

Often times, this is one of the biggest frustrations for a lot of small business owners, stay-at-home moms and pretty much everyone else for that matter.  I can think of a million other things I’d rather be doing than preparing my papers for tax time.  How about you?

Gathering the necessary pieces of information to prepare their tax return is a project a lot of people procrastinate on.  So, the first thing I do for my clients when I’m organizing their files and papers in their office and at home is to create an easy to use financial filing system.  The following year, I always ask my clients how much time they spent preparing and gathering her papers for tax time.  Last year, when I asked a client how much time she spent gathering everything for her accountant, she replied “it was a breeze, it only took me 15 minutes.”  That was music to my ears.   That tells me that the financial filing system is working for her AND the checklist saves time.  This can happen for you too.

Tax Preparation Checklist

As you gather your papers for tax time this year, create your own “Tax Preparation Checklist” or “Year End Checklist.”  On this list write down all the different types of documents and bits of information you need to have in preparation of your tax return.  Type it up and save it on your computer in your finance or accounting folder.  If you prefer, print it and keep it in a hanging file named “Year End Checklist” with all your other financial files.

A few other items I have on this year end checklist is car mileage from previous years  square footage of my office space.  Having a year end checklist has saved me a ton of time and reduced my stress and anxiety when it comes to tax time.

 

Here are some sample tax preparation checklists:

 

Tax Preparation Checklist Personal

https://www.simplyproductive.com/wp-content/uploads/2012/04/Tax-Preparation-Checklist-Personal-Canada-IABO.pdf

 

Tax Preparation Checklist Self Employed

https://www.simplyproductive.com/wp-content/uploads/2012/04/Tax-Preparation-Checklist-Self-Employed-Canada-IABO.pdf

 

Tax Preparation Checklist for USA from Intuit

http://images.turbotax.intuit.com/iqcms/marketing/lib/Tax%20Prep%20Checklist.pdf

 

Take the time now to simplify your life and next year at tax time, you’ll be glad you did.

Which checklist will you use next year?