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IRS releases details on how to withdraw ERC claims

BMT Office Administration

The IRS has kept its promise to provide relief to employers that filed Forms 941-X to claim the pandemic-era employee retention credit for which they aren’t eligible. 14, the day the IRS imposed a moratorium on processing Forms 941-X on which the credit is claimed, but who haven’t yet received their ERCs.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. In your main client folder.

Filing 100
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. In your main client folder.

Filing 100
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The pronouns you use can reveal a lot about where your head is

Laughing all the Way to Work

My mind is already planning the next Board meeting and how I will organize my desk and the filing at the new place. I want all my filing to be up to date and my desk to be neat and tidy. Filing - We all have filing to do and when you are leaving it is even more important to get it done. Update your filing list.

Filing 100
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Interview Questions and Answers for PAs, EAs and Admins Part 6

Practically Perfect PA

He was very self reliant so he didn’t want me to touch his unique filing system. I would pop the file on his desk so that he had everything he needed for the following morning. This question could come in a few different forms but it ultimately relates to you doing something above and beyond your usual duties.

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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  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.  OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. Find here: steph.bz/EZBackup.

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To do or not to-do? Managing with the to-do list

Laughing all the Way to Work

I find it is best to put your to-do list in electronic form and typed in order of top priority. I usually put a subfolder in my project file for the to-do list, or if it is a small project, I staple it to the inside of the folder. I do print out my list occasionally, but I update it electronically on a regular basis.