The pre-filing work you do now can save a lot of potential headaches later on when the clock’s ticking. Besides, it’s also a great idea to make sure you’re in good shape for the 2014 tax year -- which begins January 1.

Here are a few helpful tips to help:

  • Start to gather your records. Now’s a great time to make folders, find those receipts and make sure you have a safe place for all the records you'll need – eventually including W-2s, 1099s, and K-1s.
  • Take a look at the tax changes that may affect you this year. Every year, new laws are passed that affect Massachusetts taxpayers. We’ll be posting a tax change summary for tax year 2013 here soon.
  • Make sure you have all the information needed for you, your spouse and any dependents. You’ll need to have a Social Security number or a tax identification number for each individual listed on your return. Also be sure to verify all bank routing information to ensure that your refund will be properly deposited when the time comes.
  • Plan on E-filing. There are a number of E-file options available to taxpayers. Be sure to check out DOR's free WebFile program before you begin. It's easy to use and makes filing a snap. You can also e-file from your home computer using a commercial software package. If you are one of the many taxpayers that use a tax professional, make sure you choose one that offers e-filing.
  • Use direct deposit. To get your refund faster, think about using direct deposit. DOR will deposit your refund directly into your checking or savings account.

The Department of Revenue is here to help. You can find a wealth of information on this website, or you can call our Customer Service Bureau for assistance at 617-887-MDOR or toll-free in Massachusetts at 800-392-6089.