Remove Document Remove Email Remove Purchasing Remove Review
article thumbnail

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
article thumbnail

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
Insiders

Sign Up for our Newsletter

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

article thumbnail

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

Tips From T. Marie

Picture this: you’re searching for that important document amidst a sea of random files named “Untitled” or “Final_Final_Final_Version.” Remember the days of faxing documents , emailing hefty attachments or carrying USB drives like precious cargo? Sharing: Let the Files Fly! It’s a win-win!

Filing 164
article thumbnail

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
article thumbnail

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
article thumbnail

Which tasks should assistants manage?

Practically Perfect PA

If the note is important or it is high level information assistants should draft the communication for their executive, asking them to review or amend the details before they send the communication out on behalf of their executive. Administration of documents. Email and diary management. Purchase orders, invoices and expenses.

article thumbnail

Tips for Managing Incoming Emails from Customers

Andrea Kalli

While ten years ago, managing email could have been a secondary consideration, today it is absolutely vital to keep customers and clients in the loop through rapid, prompt email support. Service businesses will always need to devote more time to emails than product-based businesses. Limit your daily email quota.

Email 100