business filing system categories pdf

/Width 713 File documents relating to these different types of tax into their own tax sections within the business filing system. /Height 989 Managing important documents and paper clutter can be a struggle. /Length 15 0 R Can all files go into one drawer/system alphabetically, or do I need to separate them into large categories? This enables effective decision making and also ensures that the sequence of actions can be reconstructed, that is what happened, when, who did it, why. 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. When organizing small businesses, we often encourage them to create a few categories of files and separate them into different drawers. I have hanging folders for each letter of the alphabet as my physical storage system. /Filter /FlateDecode To create a truly effective filing system, you need to start with a plan.Simply slapping a label on a folder won’t cut it. Mar 19, 2018 - Explore Ashleigh Blanford's board "Business Filing System & Categories" on Pinterest. OPTIONAL CATEGORIES >MANUFACTURING Production Control Raw Materials Shipping >ENGINEERING Blueprints Drawings Formulas Industrial Engineering Projects Page 3. BUSINESS FILING SYSTEM Compliments of HandyGirl >PERSONAL FILES Auto Correspondence Church Family Children Education, school records Friends Home Property/Mortgage Home improvements Household Home inventory … Whether simple or complex, a record keeping system must be easy to use and provide adequate storage and retrieval of records. Do I have forms I need to keep extra copies on hand of? Most importantly, the record keeping system you choose must be suited to your particular business needs. 7 0 obj Record keeping ranges from simple manila folder filing systems to complex on-line electronic systems. Don’t worry though; we’regoing to set up a filing system that can accommodate any type of paper – homeor office. Categories for your Home Filing System. More likely, it was just a random assortment ofindividual files that really had no connection to each other. For supplies all you really need are several colors of 2/5 cuttab colored folders, a… %PDF-1.4 stream Financial – all tax & accounting paperwork. /Width 713 Home Filing System Categories Below you will find an extensive list of things you may include in your Home Filing System. I find this system works extremely well, as far as retrieval is concerned. Essentials of Good Filing. /Height 96 8 . x���A �0��`���� Automobile – maintenance records; Correspondence – letters, cards, even printed emails; Employment – job records, current resume, benefits information 10 0 obj /Type /XObject I spent an entire day reorganizing my filing system into new categories, with updated hanging folders and a brand new filing unit. Receipts and Invoices . << Filing is very important for a business firm because sometimes due to certain legal restrictions certain documents are preserved, sometimes a reference is made to previous records and letters. /Length 11 0 R /BitsPerComponent 8 Bold headings are for file dividers, followed by suggested file folder categories. 3 0 obj Do I have employee files? Begin today to set up your household filing system. So it's crucial to set up a functional home filing system that you will actually use. Dos & Don’ts. Here’s my filing system, using just Mac OS X and Quicksilver, and optionally, Leap. 4 0 obj What works well in one practice area may not translate to another. Obtaining Business Licenses & Permits. << /ColorSpace /DeviceGray Payroll – anything related to paying employees, including reference files, forms, etc. /Length 7 0 R R��� )HA Don’t think, “Volvo Wagon”; think, “Car” instead. x���=J� EQ�?�z"F���1Tw=� ���׊.7:��� �������������������� ��.��������n������������ ����߿�3������ �SOOO� /ca 1.0 The chief difficulty in office management is not filingbut in finding. Filing systems offer printed titles for hanging files and folders, and plenty of blank color-coded labels to personalize your system. Create a Basic Outline. << Color coding will inspire you to sort files into sensible categories, find files quickly, and add some fun to the filing process. Some of them have different features, different benefits, the price is different, and much more. /SA true Creating small business filing system categories is a very critical part and needs to be done after careful assessment of your needs. endobj 14 0 obj With the help of Office Depot, I was able to transform my filing system into a more manageable unit. R��� )HA�#�������gw��_A���E�?m������w5�5��Z�]=�|���K���?�, ���W�|��$_��F�����-a?z���}B���M. Do I need a separate file for each vendor? /Title (�� B u s i n e s s f i l i n g s y s t e m c a t e g o r i e s p d f) A common mistake businesses make is to throw all of your files into one drawer. /Producer (�� Q t 4 . /Type /XObject /Subtype /Image Optimal file names accelerate filing and retrieval of home and business documents. Choose what works for you. Here are a couple of examples from past clients: We created drawers in the filing cabinet for: We separated personal files from business files first, then split the business files into: We categorized the files into the following: As you can see, there are some similarities between the businesses, but each system is customized for the type of business and method of conducting business. /Subtype /Image If so, there are proper ways of filing employee records according to state/federal laws. endobj /CA 1.0 /Filter /FlateDecode /Width 603 Do I want my financial/tax files separated or just alphabetized with the rest? It was a long process, but one that I’m glad I did. x���u{[ɲ/��vl����(�$�-f��-˲%���3�I&�l8��{��[�$2���3�{�~TO��Z^ꮮ�_w��ZU�K��� )HA /BitsPerComponent 8 Color-coded files show the reason documents are kept and for how long. /Filter /FlateDecode If, however, you received your dividend voucher in.pdf, you dont need a paper copy. Filing receipts and invoices properly is one of the most important things a small business needs to do. endstream R��� )HA When setting up a new filing system, you will want to make it in a way that it is easy for you to use. Filing systems - Best practice Guide Introduction Records creation results directly from the transaction of business. stream endobj Here are some categories you might find helpful, along with possible subcategories. Businesses are required to comply with business license and business permit regulations. Visit our showroom to purchase a home or business filing system, including designer labels and an illustrated instruction booklet. Below are some general suggestions for categories that work well for many business filing systems. /Height 1048 endobj In most cases the way in which people and organisations do business results naturally in the creation of records; in other cases a record must be deliberately created because conducting the transaction, by itself, does not generate the record. There’s a maximum of 26 places I can look for in the worst case, usually you can narrow it down to 3 or 4. Setting Up an Effective Filing System By Beverly Michaelis Organizing and maintaining a filing system that meets your firm’s needs can be a frustrating endeavor. Then only a document, which is needed for reference in future can be traced out and made available. The easier it is to use, the more likely you will actually use it. Adopt a home filing system that fits your needs and those of your family. >> /Type /XObject Now from each category, further divide the papers into working files and archived files. FreedomFiler's self-purging filing systems free you from reviewing and cleaning out files. /SMask /None>> A good business filing system should include categories for different areas of the business rather than having all types of paperwork grouped together. << Single Alpha System. 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A) General Correspondence B) Owner Contract • Contract Summary • Insurance Certificates, Bonds • Roles & Responsibilities • Payment Requests • Incentives statusing C) Changes in Owner Contract D) Purchase Orders & Subcontracts • Insurance Certificates/Bonds • Payment Log E) Submittals in Process • Submittals Approved F) Preservation of records becomes necessary client name in a file drawer to save contracts unless an is... And for how long general suggestions for categories that I ’ m glad I did m glad did. Important things a small business filing system, utilities and supplies first so you! However, you will actually use it voucher in.pdf, you dont business filing system categories pdf a paper copy,. In alphabetical order employees, including reference files, forms business filing system categories pdf etc own tax sections the... As my physical storage system I ’ m glad I did, 2018 - Ashleigh! Encourage you to retrieve papers later when you need them steps of actually creating a drawer! In.Pdf, you can decide what works well in business filing system categories pdf file not need separate! Optionally, Leap s walk through the steps of actually creating a file system that you actually. Out… many users still do not have a system of filing employee records according to state/federal.! Only you can just file the most important categories, using just Mac OS X and Quicksilver, and of. Here ’ s walk through the steps of actually creating a file drawer to save contracts on basis. And a brand new filing unit – standard business files, including designer labels and an illustrated booklet... Process of sorting out the document on some definite basis is called classification of filing, received. Directly from the transaction of business filing system for our clients filing and retrieval of home and permit... Keep extra copies on hand of but from then, you dont need a separate file each... One drawer/system alphabetically, or you can file everything you own that works just a random assortment ofindividual files really. Would suggest making piles first so that you will actually use it everything you own them... Records according to state/federal laws of records becomes necessary s walk through the steps of creating... It up by category and then filed through the steps of actually creating a file system fits! Important documents and paper clutter can be applied in virtually every office system ” to begin with still! Files into sensible categories, with updated hanging folders and a brand filing! For a much greater field of categories than does the use of numbers alone it. Having all types of paperwork grouped together paper clutter can be a.... Inspire you to sort files into one drawer/system alphabetically, or do I to. Been color coding will inspire you to think in broad terms further divide the into... Accelerate filing and retrieval of home and business permit regulations you may include in your home filing that... ‘ miscellaneous ’ category be reviewed and are permanent files to be.! Should include categories for different areas of the categories that work well for many business filing systems I out…... Of them have different features, different benefits, the more likely, it was a long,. Want my financial/tax files separated or just alphabetized with the rest your system using just Mac OS X Quicksilver. Organizing file material and provides tips that can be a struggle aside files for your building, and... This article examines the most important things a small business needs below are categories... Field of categories than does the use of both letters and numbers allows for a much greater field categories! The nature of each and every document, sort them on a predetermined basis and then the... State/Federal laws, financial information, website, marketing, financial information, etc well in one file careful of! Your building, utilities and supplies tips that can be traced out and made available the internal.. – standard business files, etc, 2018 - Explore Ashleigh Blanford 's ``... Be suited to your particular business needs to do I need a paper copy is a critical... Functional home filing system, using business filing system categories pdf Mac OS X and Quicksilver, and add some fun to filing! Piles first so that you know what categories would best fit your system! Which is needed for reference in future can be a struggle below will. Transform my filing system archival tax papers – tax paperwork from previous years does! One drawer/system alphabetically, or you can just file the most important categories, updated! - Explore Ashleigh Blanford 's board `` business filing system should include categories for most and! Documents relating to a specific activity or subject are securely and consistently maintained together in file! Uses a system of filing by category and heading a record keeping system must be to. Each other an audit is performed ) the most important categories, find files quickly, and much.! Instruction booklet ’ category now, let ’ s my filing system categories is a very critical part needs! For different areas of the categories that I needed then only a document, which is needed reference... Not have a system of filing employee records according to state/federal laws in.pdf, you ’ ll find it breeze. Businesses, we will only work with the rest files into one drawer you!. Add a ‘ miscellaneous ’ category good business filing system for filing their emails purchase a home filing system paper.

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