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Using Lean to Do Your Taxes

I started using TurboTax to do my taxes years ago. I used to gather up my 1099s and W-2 and everything else and spend a whole day doing my taxes. Your taxes may not be as complicated as mine, but think of these forms as “work in process” (WIP). I was doing them in a big batch just before the filing deadline.

Then I started using a Lean approach. Whenever a W-9 or 1099 arrives in the mailbox, I input it into the software. By mid-March when the business taxes are finished, everything is in and my taxes are ready to file.

I used to feel overwhelmed and hesitant to get started, but now I don’t.

You can use Lean principles for anything, even your taxes.

This entry was posted by Jay Arthur in Lean, QI Macros and tagged , , , . Bookmark the permalink. Follow comments with the RSS feed for this post.