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Cloudy with a Chance of Files: Unlocking the Potential of Cloud-Based File Storage

Tips From T. Marie

No matter what type of home business you may be running, storing files and information are part of the package. That used to mean digging through cluttered desktops, searching for lost USB drives, and the frustrations of figuring out how to share files. These days you don’t need clunky file cabinets anymore. Don’t panic!

Filing 163
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Dealing with confidential electronic documents

Practically Perfect PA

A few years ago I wrote a really detailed blog about dealing with confidential electronic documents and paperwork. Today, I thought I would write an update on my blog from a few years ago and concentrate on electronic documents. Here are my ten top tips on dealing with confidential electronic documents.

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Tailored Procedures Documentation: Tools and Techniques for Every Learning Style

All Things Admin

In the world of process improvement, documented procedures help facilitate operational efficiency. Whether it’s scribbled notes or complex digital files, the importance of procedures documentation cannot be overstated. Having procedures in any form is better than having no documented procedures at all.

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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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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. Will the secretary be able to keep track of the records and filings? Each state has different rules and regulations for filing.

Filing 162
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IRS poised to allow e-filing of Form 941-X

BMT Office Administration

What’s ahead for paperless filing You can still file on paper, if you choose. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940. MeF accepts files in the XML format only. MeF accepts files in the XML format only.

Forms 52
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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