Prep for tax season with an HP All-in-One

An HP All-in-One can help you avoid a last-minute rush to organize your documents and file your taxes.

Don’t become overwhelmed by last-minute preparation for filing your taxes. Keep reading to learn how an HP All-in-One can help you organize and store tax-related documents and receipts throughout the year, so that when tax season rolls around, filing is a breeze!

The HP Officejet Pro 8600 Plus e-All-in-One Printer features a legal-size glass scanning bed, ideal for scanning documents such as deeds and contracts.

When you scan documents with OCR software, you can easily search your digital files using keywords and phrases.

Scanning makes record-keeping neat, searchable, and compact. See the features that can help you scan your documents to create easy-to-file digital versions of your important tax information.

Legal-sized scanner glass:
Take cumbersome legal-sized documents, such as deeds and contracts, and turn them into easy-to-file, letter-sized documents by reducing their size through scanning.

The HP Officejet Pro 8600 Plus e-All-in-One Printer features a legal-size glass scanning bed to make scanning legal-size documents simple, even with pages that are bent or too delicate to go through an automatic document feeder. Find a printer or scanner for legal-size paper.

OCR (Optical Character Recognition): When you scan documents using OCR software, your data is electronically translated into a form that your computer can read—allowing you to easily search for digital documents using keywords and phrases. Learn more about OCR.

Scanning tips:

• Scan as you go! Avoid future frustration by scanning and filing tax related documents as you receive them throughout the year.
• Title your digital files with clear, easy-to-understand terms.
• Keep digital files safe on a portable drive, stored in a safety deposit box or other trusted location as backup.
• Discover 5 steps to organizing your household documents.

For a host of convenient features, try the HP Officejet Pro 6500A Plus e-All-in-One Printer which offers an automatic document feeder and double-sided printing, plus built-in wireless capabilities.

HP printer features, such as duplexing, HP print apps, and HP ePrint, can help you consolidate and organize tax-related documents with ease!

• Double-sided printing: Consolidate your tax returns, receipts, and financial records into easy-to-reference copies that fit more conveniently in binders and filing cabinets. Learn more about automatic double-sided printing and manual double-sided printing.
• HP ePrint: Take advantage of HP ePrint which lets you send photos and documents directly to your printer from any device with e-mail capabilities.¹
• HP print apps and features: Many new HP printers offer business-related HP Print apps such as Portfolio.com, plus handy features like Digital Filing ². Scan tax-related documents directly to a folder or as an e-mail attachment—no PC needed!

TurboTax is the uncomplicated, untaxing way to get your taxes done!

HP is offering a free copy of TurboTax, a tax software package to help make tax-time a snap!

• It’s simple. TurboTax displays your refund or tax-owed on every screen and updates the amount as you answer questions.



• It’s safe. TurboTax protects your personal and financial information, storing it right on your computer, password-protected.

Keep important tax documents, such as 1040 forms, for at least six years.

Keeping all significant tax-related documents for at least six years is a good rule of thumb.

The biggest questions in terms of tax-related documents tend to be, “What to keep?” and “For how long?”*

Toss: There’s no need to save all your ATM-withdrawal receipts, credit card receipts, and deposit slips.

Keep for a year: After you receive final, end-of-year summaries for monthly credit card statements, paycheck stubs, mortgage statements, utility bills, and brokerage or mutual fund reports, you can typically throw out all those monthly statements.

Six years: The IRS has up to six years to audit you after you’ve filed your taxes—which means it’s probably a good idea to keep the following documents around for six years: 1099s, W-2s, canceled checks, letters from recipients of charitable contributions, medical expenses, home repairs, alimony, mortgage statements, home improvements, investment portfolio records, child-care bills, out-of-pocket medical expenses, alimony, and mortgage-interest and property-tax payment receipts.

Indefinitely: Keep hard copies of all of your tax returns indefinitely. If you hire someone else to do your taxes, make sure you are provided with copies.

If you only have hard copies of your tax returns, scan them as PDFs to create a digital archive for backup, and store the originals somewhere secure.