Many companies will only allow a year's worth of statements to be acessed for free electronically, and it is your responsbility to go to each company's site and download the information. This step is critical if you need the information on the statements in order to complete your taxes and you will need the statements themselves as back ups in case you are audited. Of course, I am not a legal or tax professional, so if you have any questions about what statements you need and how long you need to keep them, I urge you to consult your own advisors. But the beauty of simply downloading statements as PDFs is they are already in a handy electronic form that takes up no physical space and can be easily searched by your computer's search function.
So, download, save and back up!
Get more help setting up paperless billing and outsource the download step to a professional organizer!
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