American here – I use a
spreadsheet to do the calculations, download the tax forms as PDFs, fill them out, print them, and
mail them ...
"certified mail, return receipt requested."
I then make a duplicate copy of the spreadsheet and the PDFs, along with a scan of both sides of the returned postcard. A printed copy and a CD of the material goes in my fire-safe.
Forever.
I did this for predictable reasons after learning a painful lesson: one month before the statute of limitations would have run out, tax authorities insisted that I hadn't sent in my tax forms ... five years before. How to prove it? I don't think that an electronic receipt, printed out on a piece of paper, would have done the trick. But a five-year old
green postcard, bearing a five-year old
postmark, did.
Furthermore, I have encountered "glaring errors" in one year's computerized tax calculations, brought about by a software update that left a mixture of updated and not-updated software modules. I've also found that the numbers, when correct, were too-conservatively calculated for my situation and therefore were wrong.
Usually, tax calculations are not complicated.
(Painful(!), yes, but not complicated.) Just follow the main logic of each form in a simple spreadsheet. Use different areas of the same spreadsheet to correspond to each different "form." With minor changes, you can use a copy of the same spreadsheet from year to year.
Quote:
Originally Posted by Simplified Tax Form:
- How much money did you earn last year?
- How much is left?
- Send it in, plus $X,000.00.
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You'll save money on unnecessary software, and you'll also
know how your taxes were calculated. The computer still does all of the mathematical lifting, just under
your control.
... and your postal service acts as an "uninterested
(but 'also government') third party" in evidencing that the necessary document mailing did, in fact, occur. Although they of course cannot vouch as to what the aforesaid envelope did or did not contain, they are a mighty and dependable remedy against "self-serving official ... 'forgetfulness.'"