Why Keep Your Old Planner?
March 3, 2014How long has it been since your last physical? When did you last change the furnace filter? Did you remember to change the batteries in your 
smoke detectors? Writing these tasks in your planner gives you a concrete reminder when you need to provide this information – but only if you store your old planner for further reference.
Did you know that the IRS and other tax agencies accept notated planner documents as backup for deductions that are non-typical? Business people document their expenses using their planners. I did this using expense sheets from my planner. For items that were not reimbursed by my employer, but still \”allowed\” by the IRS, I submitted my own schedule and kept the planner pages (copies) as the \”backup\”.
This method is also a good way to document medical mileage and expenses, as well as, charitable mileage. It works wonderfully! And since the \”backup\” documents are stored in date sequence, it is not hard to locate them when needed.