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

BMT Office Administration

When constructing your policy, examine legal and regulatory guidelines. Keep copies of your filed tax returns permanently. Never dispose of a current employee’s Form I-9; you must keep it for as long as the employee works for you, and for a certain amount of time after they stop working for you. Per the U.S. Department of Labor.

Policies 105
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1099 vs W-2: The difference between employees and contractors

BMT Office Administration

While individuals have until April 18, 2023, to file their personal income taxes, businesses have to start thinking about tax requirements a bit sooner. Forms such as IRS Form W-2 and IRS Form 1099 need to be sent out by the end of January. A 1099 is a form used to report non- employee compensation. What is a W-2?

Payroll 52
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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. This website for U.S.

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When you need it later: The Bring-Forward System

Laughing all the Way to Work

Tried and True Method: I set up 12 hanging file folders labelled January through to December. If there are forms that need to filled in and it has a due date in June, I put those forms in the June folder with a bf date on it for a week before it is due. This really works for us and is so easy to use. Thats great!

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Meetings Plus: Taking them offline

Laughing all the Way to Work

When I receive an initial request for a meeting, I use a meeting form and write down the information I need: who is requesting the meeting, what is the purpose of the meeting, where it will be held and a phone number or an e-mail address and dates that are available. When a meeting is finalized, I put the scheduling sheet in a completed file.

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Do you like what you do?

Laughing all the Way to Work

If you know what works best for you and if your job is 80/20 on what you like then you can put up with the small stuff like filing and filling out expense forms. Business Writing Guidelines for 2008 C or cc or copy? This is an important thing to know. I am not a legal expert and do not claim to give any legal advice.

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On the job tips for new Admins.

Laughing all the Way to Work

This can be as simple as having hanging file folders marked from January to December and then you just put items in the appropriate month that you need to bring forward for your boss. Put it in a folder for your boss’s signature in completed form, i.e. envelope clipped to letter and attachments.