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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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The Do’s And Don’ts Of Digital Document Management Systems (DMS)

Small Business CEO

With flexible working and Bring your own Device (BOYD) policies becoming the norm, it is increasingly difficult for business owners to keep track of one of their most valuable company assets, i.e. their business-related documentation. Entrepreneurs documents management' Do you need an onsite, hosted or hybrid solution?

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Stay organized and secure with electronic records management

BMT Office Administration

He put Laura in charge of going through a bunch of drawers with instructions to make folders to organize papers of current worth, box up other documents that somebody might need down the line, and toss insignificant and old material. Fires, floods, and even spilled cups of coffee can render physical copies of documents unreadable.

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Sounding the Alarm about Workplace Privacy Issues

Laughing all the Way to Work

I recently attended an IAAP dinner meeting and we had a lawyer speak to us about the proper disposal of confidential documents. As assistants we often work with information that is confidential and we need to use good practices when disposing of these documents. It was discovered that some of these were confidential medical records. [1]

Medical 100
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1099 vs W-2: The difference between employees and contractors

BMT Office Administration

Employees need this document in order to file their personal income taxes each year. Medical and health care payments. If you are having trouble understanding if a worker is an employee or an independent contractor after reviewing the IRS guidelines and any applicable state laws, you can file Form SS-8 and let the IRS decide.

Payroll 52
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Different spellings: British, Canadian and American

Laughing all the Way to Work

© Copyright Patricia Robb 2010 27 February, 2009 Different spellings: British, Canadian and American I was proofing a document the other day, but since Ive been reading documents from the United States and Canada, I couldnt remember if behaviorial was the American or the Canadian spelling. Lets enjoy our day together.©

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Repeating Headers and Footers while in Sections

Laughing all the Way to Work

.© Copyright Patricia Robb 2010 26 October, 2008 Repeating Headers and Footers while in Sections Someone was asking on another site how to repeat a footer for just one section in a document, i.e. a table. She said it would be the same instructions for a table or a document in Word. These are instructions for Word 2003. "I