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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

While gathering this information may seem overwhelming when starting a nonprofit organization, none of this has to be set in stone. Apply for sales and use tax exemption with your state While 501(c)(3) organizations do not pay income tax, they still need to pay sales tax when they purchase items for the organization.

Filing 163
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4 Tips For Keeping Important Documents Safe

Practically Perfect PA

We all have important documents that we need to keep safe. Whether it is for personal or business use, there are always some papers, invoices and key documents we just can’t afford to lose. It seems obvious, but whether you are storing your documents offline or online, you need to keep them in one place.

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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. Picture this: you’re searching for that important document amidst a sea of random files named “Untitled” or “Final_Final_Final_Version.” These days you don’t need clunky file cabinets anymore.

Filing 164
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IRS poised to allow e-filing of Form 941-X

BMT Office Administration

You can e-file your 941s directly with the IRS after purchasing IRS-approved software and scanning and attaching Form 8453-EMP. Back in May at PayrollOrg’s annual Congress, Paul Mamo, assistant deputy commissioner for Services and Enforcement, commented on the IRS’ electronic initiatives, including a document upload tool and online accounts.

Forms 52
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5 SOP examples for your business

BMT Office Administration

Implementing and documenting standard operating procedures (SOPs) is a great way to make sure that all staff members are completing their tasks in the correct manner. A standard operating procedure (SOP) is a detailed document with step-by-step instructions on how to properly complete a task. What is an SOP? How to format an SOP.

Payroll 72
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How to Get Started with a CRM

Jen Lawrence

Every software sends you a “Welcome/Getting Started” email. Enter at the ground floor by uploading your current job/project information. For this, you will want to gather the necessary information, such as client contact information and existing contracts, and other documentation. If you do nothing else….

Legal 52