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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.

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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.

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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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What Is a Credit Freeze, and Should I Do It?

Success

As recent data breaches have shown, you likely can’t prevent your personal information from being stolen. While it can be mildly inconvenient, a credit freeze can help keep criminals from opening new accounts in your name, even if they have your personal information. What is a credit freeze? million reports of identity theft.

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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%

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Do I Need to Buy Life Insurance?

Success

People purchase life insurance to help their families replace lost income and cover final expenses after death. The premium is generally calculated based on the age, gender and health of the person purchasing the policy, among other factors. Tell the executor of your estate and your close family members where to find the documents.

Policies 243
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More Companies Are Adopting Sensory-Friendly Practices—Here’s How Your Business Can Follow Suit 

Success

It definitely doesn’t make them want to take their time perusing the racks for their next purchase. For those with sensory processing issues, including those with ADHD, autism, PTSD and other conditions, this can feel like an attack. Employees, clients and managers can feel this type of overwhelm in their own workplaces too.

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