Fax Forms Phones Software 
BMT Office Administration
OCTOBER 6, 2022
The e-filing mandate applies to all information returns, including Forms 1099-DIV, which are often filed by Shareholder Services. Send independent contractors Form W-9 to capture their SSNs and addresses. And employees are going to want to access their W-2s on their phones. Unlike email, faxing to a computer is a closed system.
Office Organization Success
NOVEMBER 3, 2014
This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. All Clients: Client Tracking Spreadsheet.
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Jen Lawrence
FEBRUARY 15, 2019
Paperwork – If you need to fill out forms and fax them somewhere or process documents and scan them into a digital management system, make a pile and handle all at once on a regular cadence. Group errands together and mentally map out what you need to do in common areas to reduce your time bouncing around between locations.
Stephanie LH Calahan
MAY 13, 2011
" That is what I heard from her as we were talking on the phone. Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love. You will find hardware, software and cloud (internet based) solutions mentioned in this post.
Jen Lawrence
FEBRUARY 15, 2019
Paperwork – If you need to fill out forms and fax them somewhere or process documents and scan them into a digital management system, make a pile and handle all at once on a regular cadence. Group errands together and mentally map out what you need to do in common areas to reduce your time bouncing around between locations.
The Office Professionals Place
JUNE 7, 2010
I was online completing a form that required a phone number and I didn’t have the phone number handy, while I was conducting a search on the internet, my friend got a regular phonebook and found the phone number before my page could load to show me the results of my search. Organize paper files.
Professional Assistant Blog
NOVEMBER 5, 2008
You can use Microsoft Access to create a database of all of your files criteria and the software assigns a "key" or number that corresponds with your files. This way, you can keep track of all files in any way, shape or form. You can find more filing tips by reading my article entitled " 7 Steps to Improve Your Filing System ".
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