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

BMT Office Administration

As a starting point, consider what these organizations say about some major types of records to keep and for what length of time: Per the Internal Revenue Service : The length of time you should keep a document depends on the action, expense, or event which the document records. Keep copies of your filed tax returns permanently.

Policies 105
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How Your Non-Profit Can Benefit From a Virtual Executive Assistant

Worxbee

They tend to operate a constant cycle of events and donor engagement activities to keep drawing in vital funds. Occasionally, EAs are tasked with scheduling performance reviews or even jobs related to payroll. Event planning Non-profit executive directors spend a lot of their time on development activities.

Budget 52
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Stay organized and secure with electronic records management

BMT Office Administration

These documents act as official records that certain events took place or that proper procedures were followed. Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies. Electronic files allow approved people to get what they need regardless of where they are at. OSHA forms.