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

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free. ” at [link].

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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. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If In your main client folder.

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

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. Sending info via email is like sending a postcard via mail. Instead use one of these options: 1. Use a self-destruct website to send sensitive information.

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19 Tips for Managing Your Email Even When You Don't Want To.

Stephanie LH Calahan

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.    I don't care what tool you receive your e-mail in, you still have to manage it or it will run you. 

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Batching Work: Your Productivity Super Tool

Jen Lawrence

Paperwork – If you need to fill out forms and fax them somewhere or process documents and scan them into a digital management system, make a pile and handle all at once on a regular cadence. Business Management – Running your own business can be overwhelming.

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The Freedom to Work from Anywhere: Your Virtual Business Tips (Part 4)

Stephanie LH Calahan

Having VAs I can simply fax order forms to. so they can enter them into my system for me. Thanks to Melissa Schmalenberger - Managing Director Clever Container. It's divided by Money, Marketing, and Management. For vlogging, nothing beats the camera on my iPad.  Another life saver?

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