<aside> 📌 • This section is to serve as a guide to what financial documents are helpful to have organized and on file

• Since Notion does not support end-to-end encryption, for any documents that have sensitive or confidential information - please upload these offline or in a secure file storage app such as Google Drive or Box.com (then you could include a link to the document folder here for quick access)

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Insurance Policies (car, health, disability, etc.)

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Previous Years' Tax Returns

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Credit card statements

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1099 Forms

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Invoices

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Previous Years’ P&L

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Misc.

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Previous Years’ Balance Sheet

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