Remove Email Remove Expenses Remove Finance Remove Forms
article thumbnail

5 Tips to Make Filing Taxes Easier for Freelancers in 2023

Success

With a traditional job, all you need to file your taxes is your W-2 tax form at the end of the year, showing what you made and how much you had withheld for federal and state taxes. With freelancing, you’ll likely have multiple clients, each sending you a 1099-NEC form (previously a 1099-MISC) showing what they paid you.

Filing 278
article thumbnail

Planning to Take Maternity Leave While Self-Employed? Do These 6 Things First

Success

After giving birth, Frost passed on some of her responsibilities to her assistant, which included helping with emails, invoicing and research projects. However, she said it is important to make sure you can cover your expenses. “I also took on additional work to help save more during pregnancy.”

Medical 245
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Introduction to Procedures: Usage, Terminology, and Tips for Getting Started

All Things Admin

Example: An employee handbook that includes a procedure for submitting expense reports, outlining the steps to fill out the form, attach receipts, and submit it to the finance department. Form – A structured document with fields for collecting specific information.

article thumbnail

5 SOP examples for your business

BMT Office Administration

Provide each new hire with all necessary onboarding documents including i9 forms, tax forms, and the employee handbook acknowledgment form. Direct Deposit Form. Employee Handbook and Acknowledgement Form. Double-check the spelling of the customer’s name and email address. Expense policy.

Payroll 72
article thumbnail

Your Roadmap to Effective Office Systems

All Things Admin

Procedures show you, step-by-step, how to perform a specific task – for example, completing an expense report or submitting a check request. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Finance and accounting. Email template for circulating date/time options.

Agenda 90
article thumbnail

What electronic record-keeping software best fits your needs?

BMT Office Administration

If someone within the organization needs access to a file you can easily share it within the software system rather than having to take the physical file to them or needing to scan and email it. Software systems also tend to be more secure for sharing sensitive information including employee forms with SSNs and other private data.

Filing 98
article thumbnail

Even Processing Credit Cards Can Be Paperless

Eco-Office Gals

Every aspect of your business finances can be controlled digitally and backed up without fear of losing the information. What are some of the advantages to having a digital form of credit card acceptance? Reports - Instead of monthly processing reports being mailed to you, an email is delivered.