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It’s time to review (or create) your document retention policy

BMT Office Administration

Courts and government agencies frown upon individual employees selectively keeping or tossing important documents. Creating an effective documentation retention policy involves reviewing company and human resources requirements, state law, federal law, industry and governmental regulatory requirements, and insurance policies.

Policies 105
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IRS poised to allow e-filing of Form 941-X

BMT Office Administration

The IRS and the National Taxpayer Advocate have been going at each other hammer and tongs over the mountains of paper forms the agency still processes. The IRS’ paperless initiative takes this one step beyond scanning payroll returns. This should speed up your tax refunds considerably.

Forms 52
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Stay organized and secure with electronic records management

BMT Office Administration

Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies. Courts and government agencies frown upon selective deletion by individual employees because such action raises concern about cover-ups. Payroll information. The web page entitled “What kind of records should I keep?”

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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

Each SOP must be reviewed once a year and revised if neccasary. More from this Topic Purchase Order Form Template (Excel) Receive this FREE Purchase Order Template along with complimentary, no obligation price quotes (via phone and email) from multiple quality & independent accounting and bookkeeiping service providers.