As tax day looms, it’s a perfect opportunity to rid your home of extra paper and documents you no longer need. Let’s be honest, there is very little paper that “sparks joy”…use tax season as a reminder to clear out the file cabinet and let go of the mess and excess.

Be sure to dispose of paper safely and shred documents with personal information included. While I’m not an accountant, nor do I play one on TV, there are some documents you can shred without worry (once reconciled):

  • Monthly statements from banks or credit cards
  • ATM receipts
  • Bank deposit and withdrawal slips
  • Canceled checks
  • Utility bills
  • Other personal bills
  • Non-tax documents that include your social security number, bank account number or other personally identifying information
  • EOBs from your health insurance company
  • Supportive tax documents that are over 7 years old (keep your returns)

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