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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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Digital Nomads And Freelancers Need These Strategies To Navigate Tax Season Smoothly

Allwork

While traditional employees typically have taxes withheld from their paychecks by employers, freelancers and self-employed individuals manage their own tax contributions. While traditional employees typically have taxes withheld from their paychecks by employers, freelancers and self-employed individuals manage their own tax contributions.

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5 Long-Term Financial Goals and How to Achieve Them

Success

These goals provide motivation, direction and discipline when managing your finances. Try using the debt avalanche method to help you manage your debt and get out of it for good. Most people use a mortgage to buy real estate, but many mortgage lenders ask for at least 20% of the purchase price as a down payment.

Goals 263
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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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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. Employees, clients and managers can feel this type of overwhelm in their own workplaces too. Intentional design is at the heart of solving this issue for neurodivergent employees, clients, customers and managers, but also for everyone.

Cubicle 297
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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. Such a management system utilizes information technology to organize and store records in electronic form.

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Which tasks should assistants manage?

Practically Perfect PA

There are so many ways we can help them with this from managing their calendar effectively, minimising interruptions and generally keeping them on track. Assistants should conduct research on behalf of their manager. Administration of documents. Assistants should manage the administration of documents on behalf of their manager.