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IRS releases details on how to withdraw ERC claims

BMT Office Administration

The IRS has kept its promise to provide relief to employers that filed Forms 941-X to claim the pandemic-era employee retention credit for which they aren’t eligible. Big break: The IRS will treat withdrawn claims as if they were never filed, so no penalties or interest will be levied. Worse: They may face criminal prosecution.

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What's the story on your file?

Laughing all the Way to Work

Think of a file as a story about what has happened from beginning to end on a matter. It is very important if you get phone calls and make decisions on a file to document that by writing a note and putting it on the file by date. When someone new looks through the file they will see a chronological record of incidents.

Filing 100
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. All Clients: Client Tracking Spreadsheet. ” at [link].

Filing 100
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. In your main client folder.

Filing 100
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

Wordpress is not just a software, but a platform for managing, creating and publishing information on the Internet without having any technical and programming skills. OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. It is FREE to use!

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12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

Work With Stephanie « Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps | Main | Are you Time-challenged Tim or Non-productive Nancy? The most successful business owners and professionals effectively use tools to manage their time, space and information.  Then get in on this giveaway.

Filing 100
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Do You Hate Your To-Do List? Try This Instead - Productive & Organized

Stephanie LH Calahan

  Just because a task management system works for your co-worker or spouse does not mean it will work for you.   The secret of getting started is breaking your complex, overwhelming tasks into small manageable tasks, and then starting on the first one."   At least these papers are in front of me. . 

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