New to Numbers - best Tax organization?

Question

Hi All,
I am new to Numbers. I am self-employed and unfortunately terrible at organization! I very simply need to keep track of all my expenses throughout the year, including home office expenses, flights, meals, materials, etc. Most everything I do can be deducted and I have trouble keeping up and staying orderly. Any suggestions for me on which aspect of Numbers might be most fruitful? Thanks and enjoy your afternoons.

Answer 1

I am in a similar situation to you.
Keep it simple and just list items under groups, subtotal those and then use another list which consists of nothing but the subtotal items with calculations on them to work out the tax.
Then work those into the Totals of major categories.
eg Take Stationery. Just list every purchase that is stationery in one table and total it.
You may have another which is software/computer and another which is Rent/Heating/Power etc.
The totals of all these would go into an *Office Expenses* heading.
Depreciated items would be in their own table which would run across years and give yearly results that would be picked up under a major heading etc.
Often it pays to mimic the tax form, I'm not American so I don't know what yours looks like, but I use ours as the model. That way it makes it very easy to simply transfer over the results.
Peter