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Personal
LifeOS
Resonance Calendar
Ideas & Notes
Source
Health
Love
Happiness
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Impact
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Wealth
Taxes
Taxes
Tax Documents
Tax Documents
0
Tax Year
Name
Received
Need to Calculate
Sent to Accountant
Notes
Tax Year
Name
Received
Need to Calculate
Sent to Accountant
Notes
1
2018
Van interest payment
No
Yes
No
Open
2
2022
Van interest payment
No
Yes
No
Open
3
2022
Marjorie’s W2
Yes
No
No
Open
4
2022
Health Coverage for Charlotte
Yes
No
No
Open
5
2022
Bay Area Services
Yes
No
No
Open
6
2022
McLellan Company
Yes
No
No
Open
There are no rows in this table
Owner Draw’s for 2021 were included as one transaction in Zoho.
Expense Tasks
Expense Tasks
0
Tax Year
Name
Complete?
Notes
Tax Year
Name
Complete?
Notes
1
2021
January
Open
2
2021
Auto loan interest
Open
3
2021
Insurance - Business
Open
4
2021
Insurance - Auto
Open
5
2021
February
Open
6
2021
March
Open
7
2021
April
Open
8
2021
May
Open
9
2021
June
Open
10
2021
July
Open
11
2021
August
Open
12
2021
September
Open
13
2021
October
Open
14
2021
November
Open
15
2021
December
Open
There are no rows in this table
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