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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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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. ” 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? Or have you played the popular “phone tag&# game?

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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. ” at [link].

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Simple Things You Can Do to Go Green in Your Business

Stephanie LH Calahan

Using less-toxic, biodegradable cleaning products not only improves the environment, but did you know that many natural cleaning products are usually sold in a concentrated form?    We do a lot of work with different clients to help them develop systems that allow them to be paperless.    Go Paperless.

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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?