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

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. In addition, if an employee is involuntarily let go, their employee file must be kept for one year following the termination date. Why is that?

Filing 52
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The tricky world of expenses

Practically Perfect PA

I must admit I’ve been struggling to start writing the blog this week, I knew I would be discussing the dreaded task of processing expenses and as I’m sure you can imagine the subject hasn’t really stirred my creative juices! Do you have an expense policy in place? Here are a few of my hints and tips. Organising the process.

Expenses 100
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What electronic record-keeping software best fits your needs?

BMT Office Administration

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Saving time.

Filing 98
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Stay organized and secure with electronic records management

BMT Office Administration

Such a management system utilizes information technology to organize and store records in electronic form. 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.

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Stay on track with this payroll compliance checklist

BMT Office Administration

Collect the required forms. Many employers have their own onboarding forms that must be completed, but there are also a handful of government forms that employers must collect from new hires. The main two are the I-9 form and IRS Form W-4. An I-9 form is a very important piece of compliance documentation.

Payroll 52
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Tax Tip for the Office Professional

The Office Professionals Place

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Log Files As with most other websites, we collect and use the data contained in log files. Tax season doesn’t have to be a tear jerker.

Filing 100