Business Office Filing System Categories

Nearly every business will ultimately need this type of filing as their business grows.

Business office filing system categories.

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. 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. 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.

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. These field tested tips will help you get and keep your office filing system in precise working order. To do that you need to set up all the correct files in the right categories. How to establish an office filing system.

And lastly not all of these filing categories need to be in a hanging file folder in a filing cabinet. A filing system allows a business to. In duplex numeric filing systems files are given numeric labels with several sets of numbers involved. Dealing with the paperwork is a large part of running a small business.

These are just a guideline to help you with your home filing system. Below are my suggestions for the categories of files you should create. 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. Receipts and invoices.

Some may be in their own filing system some on your computer etc. Your personal filing system should include the following categories. This type of filing system can handle large amounts of data. Part of small business kit for dummies cheat sheet.

Keep the two types of information separate in your business filing system. There s just too much paperwork generated over time not to have one. 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. 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.

Payroll and employee information. Traditional filing system. 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.

A business will have different types of tax to take care of the main ones being payroll tax sales tax and income tax. The traditional filing systems use a filing cabinet hanging files and manila folders.