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5 things you should do now to prepare for year-end payroll reporting

BMT Office Administration

With this in mind: First-time e-filers must register with the IRS’s FIRE system for 1099 filing and its AIR system for 1095 filing, and apply for separate Transmitter Control Codes. The e-filing mandate applies to all information returns, including Forms 1099-DIV, which are often filed by Shareholder Services.

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7 Reasons to Free Your Business from File Cabinets & 5 Tips to Help You Do It

Tips From T. Marie

In some cases, it’s because it’s believed that moving to a fully electronic file system is hard. Moving to an electronic file system, while possibly appearing expensive to begin, will end up saving you a lot of money. An electronic filing system will make your business more efficient.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right? ” at [link].

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Using a Bring-Forward System

Laughing all the Way to Work

The Bring-Forward System (or sometimes referred to as a BF system) might be an old term for the younger assistant, but the principle is similar to using your Tasks in Outlook: You need to have some sort of system to bring forward items that need to be handled at a future date.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

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. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Don’t EVER send sensitive financial data via email – even if it is split across two emails. Sending info via email is like sending a postcard via mail. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. ” at [link].

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Choose Your Method of Communication Effectively – Email, Phone, In.

The Office Professionals Place

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

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