How I Organize my Tax Forms in Notion
You can get this Tax Organizer Notion Template inside of my pay what you want S.O.S. Treasure Trove
In this video, I'm showing you exactly how I use my Notion tax template to keep all my tax documents organized in one place—no more scrambling to remember what forms you're waiting for or digging through emails to find that one W-2.
I love this system because:
I know exactly what documents I'm waiting for (no more guessing)
Everything is organized in on place to send over to my tax preparer
Tax season feels proactive instead of reactive
Next year, I already know what to expect because I can see what I collected last year
The status tracking shows me what's done and what's still pending
No more "Did I already send this?" or "Am I missing something?" anxiety
