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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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11 Things Organized and Productive People Do Every Day

Success

We fear that slowing down and organizing will kill our productivity, but the facts suggest otherwise: The average office employee spends “at least two hours a day—or 25% of their workweek—looking for the documents, information or people they need to do their jobs,” according to Glean ’s 2022 Hybrid Workplace Habits & Hangups survey. “54%

2022 331
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An Admin’s Guide to Documenting Systems

All Things Admin

However, because systems are so automatic, many people don’t have them documented. So why should you document something you already know how to do? Documented systems: Allow someone else to fill in for you. A documented system allows you to mark your place so you know exactly where to begin when you return to it.

Travel 52
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Optimizing the Hybrid Work Landscape for Tasks to Do at Home

Allwork

Office presence should be for a compelling purpose that surpasses the notable expenses, in terms of time, finances, and stress associated with commuting. Office presence should be for a compelling purpose that surpasses the notable expenses, in terms of time, finances, and stress associated with commuting.

Expenses 159
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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Once the basic information is completed, you will receive a PDF with the new EIN—a document that should be stored in a safe place but kept handy because the entity’s EIN will be used on many documents going forward. The general public is entitled to see these documents,” says Snow.

Filing 162
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Want to Participate in Giving Tuesday? This Guide Explains Everything About Donations, Deductions and Volunteering

Success

Even just a quick email to our volunteer coordinator can help you determine if it’s a good fit.” Individuals can typically deduct cash donations up to 60% of their income per year, but making sure your deductions are legitimate and documented is essential. Of course, they also take financial donations. Lee Reams Sr.,

Clothes 306
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What electronic record-keeping software best fits your needs?

BMT Office Administration

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If you don’t have that document backed up in an electronic format, you may have just lost important company or employee data. Having proper document retention practices is a key part of compliance.

Filing 98