article thumbnail

Final regs drop mandatory e-filing threshold to 10 or more information returns

BMT Office Administration

We’ve been waiting for the IRS to release final regulations on mandatory e-filing of information returns for quite some time. 31 e-filing deadline, we made an educated guess and said it wouldn’t make the same mistake again. Options for small employers: Small employers may never have thought about e-filing.

Filing 52
article thumbnail

The Admin’s Guide to Organizing Digital Files

Office Dynamics

The Admin’s Guide to Organizing Digital Files By Julie Perrine. Just like papers on your desk can pile up, the same thing can happen with digital files. If you don’t have a filing system to put things where they belong when you save them, the virtual mess can accumulate quite quickly. Setup Your Digital Filing Cabinet.

Filing 100
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

3 Ways to Create a Better System for Information Management

All Things Admin

Here’s how you can implement color coding: Physical Files : Use colored folders or labels to differentiate between different projects or document types. I love translucent colored poly pockets combined with colored file folders to create instant visual distinction of what’s waiting for me each day in my priority sorter.

article thumbnail

The Vanishing Executive Assistant—NOT!

Office Dynamics

I have written 5 books for assistants, educated 300,000+ assistants, have worked with 70+ Fortune 500 companies, and coached 300+ executive/assistant teams. The writer immediately points out that technology and automation have chipped away at duties like papers to be filed and landlines to be answered.

Calendars 325
article thumbnail

5 Steps to a Clean Inbox

All Things Admin

Even if you can get exceptions to the storage cap, it’s more efficient to save important emails to a shared network folder with your other project files. Outlook has a file extension called.msg just like Word has.doc or Excel has.xls. Calendar Appointments. When you find one, convert it to a task or calendar appointment.

article thumbnail

An Admin’s Guide to Effective Checklists

All Things Admin

Check/review calendars for today: (executive’s name). Check tickler files. Julie applies her administrative expertise and passion for lifelong learning to serving as an enthusiastic mentor, speaker and author who educates admins around the world on how to be more effective every day. Turn off forwarding on phones. Log into PC.

article thumbnail

Go Digital With Your Administrative Procedures

All Things Admin

You can quickly insert the contents of a PDF or image file onto a page of your OneNote notebook. Here is an example: And I’ve used these naming conventions to keep my forms, templates, checklists, procedures, and other documents organized in my digital files: ENV – JPI Return Address (ENV for Envelopes).