Business Office Filing System Categories

Part of small business kit for dummies cheat sheet.

Business office filing system categories.

This type of filing system can handle large amounts of data. And lastly not all of these filing categories need to be in a hanging file folder in a filing cabinet. These field tested tips will help you get and keep your office filing system in precise working order. Filing receipts and invoices properly is one of the most important things a small business needs to do.

Academic car employment financial health id insurance and real estate. Below are my suggestions for the categories of files you should create. Today s declutter 365 mission designed to be done while working through the organize files challenge here on the site is to actually create your home filing system. How to establish an office filing system.

In duplex numeric filing systems files are given numeric labels with several sets of numbers involved. The traditional filing systems use a filing cabinet hanging files and manila folders. There s just too much paperwork generated over time not to have one. If your business is ever subject to an audit and you are unable to produce the required documents in.

Receipts and invoices. Most file systems are organized by subject or category which works well when set up correctly but can also be the most confusing when it s not. Do what works best for you saves space and is convenient and a system that you will actually. Few things are more important to a smooth running office than a filing system that works.

The prospect of starting organizing or cleaning up an office filing system has the power to make even the bravest among us hide behind a list of other more important to dos you don t have to hide anymore. Keep the two types of information separate in your business filing system. File documents relating to these different types of tax into their own tax sections within the business filing system. A nonexistent or messy filing system can add days of extra effort at income tax time as you don t want to miss out on tax deductions because of missing receipts.

Dealing with the paperwork is a large part of running a small business. Traditional filing system. Your personal filing system should include the following categories. Organize them alphabetically but keep the id file with your birth certificate passport social security cards and anything else you use often at the front of the file box.

The following table suggests essential file drawers to label in an actual file cabinet or two and what must keep information to file in each. Some may be in their own filing system some on your computer etc. To do that you need to set up all the correct files in the right categories. These are just a guideline to help you with your home filing system.

Payroll and employee information. The different sets of numbers can correspond to major categories and sub categories paralleling the encyclopedia system of filing and classification.