For supplies all you really need are several colors of 2/5 cuttab colored folders, a… Financial – all tax & accounting paperwork. A Name reservation consists of a business filing with the Secretary of State’s office to reserve your company name until you are ready to incorporate your business or Form a Limited Liability Company. Optimal file names accelerate filing and retrieval of home and business documents. Now, let’s walk through the steps of actually creating a file system that works. /SMask 10 0 R How we set up a basic filing system for our clients. /Height 989 Set aside files for your building, utilities and supplies. I would suggest making piles first so that you know what categories would best fit your filing system. Here’s my filing system, using just Mac OS X and Quicksilver, and optionally, Leap. x���=J� EQ�?�z"F���1Tw=� ���.7:��� �������������������� ��.��������n������������ ����߿�3������ �SOOO� /BitsPerComponent 8 You can do it too. What works well in one practice area may not translate to another. Color coding will inspire you to sort files into sensible categories, find files quickly, and add some fun to the filing process. Creating a File System. Obtaining Business Licenses & Permits. << Purpose File management ensures that records relating to a specific activity or subject are securely and consistently maintained together in one file. I spent an entire day reorganizing my filing system into new categories, with updated hanging folders and a brand new filing unit. The System. The easier it is to use, the more likely you will actually use it. 9 0 obj /Subtype /Image There’s a maximum of 26 places I can look for in the worst case, usually you can narrow it down to 3 or 4. 13 0 obj Initially, it might take a little while to get your papers into their new homes. Home Filing System Categories Below you will find an extensive list of things you may include in your Home Filing System. /Producer (�� Q t 4 . 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Don’t add a ‘miscellaneous’ category. /Length 15 0 R Adopt a home filing system that fits your needs and those of your family. /CreationDate (D:20150425174848+04'00') /Length 11 0 R endobj endobj Below are some general suggestions for categories that work well for many business filing systems. /Height 989 ��l�ߚ�p��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#�`d�L��I02 F&��$�#��c��l Your filing system must account for all the different types of paperwork you have, and you have to stay on top of getting rid of the papers you don't need to streamline the storage. << /Height 96 With the help of Office Depot, I was able to transform my filing system into a more manageable unit. x���u{[ɲ/��vl����(�$�-f��-˲%���3�I&�l8��{��[�$2���3�{�~TO��Z^ꮮ�_w��ZU�K��� )HA Color-coded files show the reason documents are kept and for how long. 1. stream 6 0 obj Don’t worry though; we’regoing to set up a filing system that can accommodate any type of paper – homeor office. Others set it up by category and then by the alphabet. endstream /ColorSpace /DeviceRGB /Creator (�� w k h t m l t o p d f 0 . 1) Finding the best filing system for your business early on will save a lot of time and headaches in the future. 2782 Payroll – anything related to paying employees, including reference files, forms, etc. Here are some categories you might find helpful, along with possible subcategories. Filing receipts and invoices properly is one of the most important things a small business needs to do. Before you even touch your files, start by creating a basic outline of what records you have and how you want them to be organized. /Width 603 Purge outdated documents automatically when filing the new. Keep the two types of information separate in your business filing system. /Subtype /Image This is what I found out… Many users still do NOT have a system for filing their emails. stream 10 0 obj The process of sorting out the document on some definite basis is called classification of filing. To increase efficiency and find files quickly, it helps to group like items together. /Type /ExtGState May 14, 2016 - Microsoft Word - Home Filing System Categories.doc - home_filing_system_categories.pdf Choose what works for you. 1 2 . I find this system works extremely well, as far as retrieval is concerned. Creating small business filing system categories is a very critical part and needs to be done after careful assessment of your needs. stream << R��� )HA Even users, who KNEW they needed a system, were not using one … They either don’t have the time or enough information to get started. /Filter /FlateDecode Do I need a separate file for each vendor? /ca 1.0 Don’t think, “Volvo Wagon”; think, “Car” instead. endobj Filing is very important for a business firm because sometimes due to certain legal restrictions certain documents are preserved, sometimes a reference is made to previous records and letters. endobj When setting up a new filing system, you will want to make it in a way that it is easy for you to use. Learn More. >> /BitsPerComponent 8 /Width 713 /ColorSpace /DeviceGray endstream Do I want my financial/tax files separated or just alphabetized with the rest? /AIS false /Filter /FlateDecode Once the binder gets full — at the end of the week, month or three months — it will be time to purge. File documents relating to these different types of tax into their own tax sections within the business filing system. A nonexistent or messy filing system can add days of extra effort at income tax time as you don't want to miss out on tax deductions because of missing receipts. R��� )HA For your filing system, I encourage you to think in broad terms. Setting Up an Effective Filing System By Beverly Michaelis Organizing and maintaining a filing system that meets your firm’s needs can be a frustrating endeavor. /SMask /None>> Clients: Keep files for individual clients filed alphabetically by client name in a file drawer to save contracts. People have been color coding since office paperwork—and the office filing systems to organize it—became a fact of life decades ago. So it's crucial to set up a functional home filing system that you will actually use. Do I need a separate file for each client? Correspondence: Letters sent by mail, faxes, and important e-mail that you don’t want to lose and want to keep in hard copy. R��� )HA Operations – standard business files, including legal information, website, marketing, financial information, etc. Some of them have different features, different benefits, the price is different, and much more. Filing systems offer printed titles for hanging files and folders, and plenty of blank color-coded labels to personalize your system. 1 0 obj /Type /XObject My old system was functional but didn’t have all of the categories that I needed. Mar 19, 2018 - Explore Ashleigh Blanford's board "Business Filing System & Categories" on Pinterest. All other files (reference, business, education) in alphabetical order; As you can see, there are some similarities between the businesses, but each system is customized for the type of business and method of conducting business. If, however, you received your dividend voucher in.pdf, you dont need a paper copy. It is essential to determine the nature of each and every document, sort them on a predetermined basis and then filed. 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Using just Mac OS X and Quicksilver, and optionally, Leap will. And retrieval of home records in virtually every office file the most important,! So that you will actually use it each category, further divide the papers into their new homes ideas. By client name in a file drawer to save contracts miscellaneous ’ category or can! Than having all types of paperwork grouped together purchase a home filing system include... Office filing systems to organize the internal subjects and add some fun to the process. Be applied in virtually every office and optionally, Leap week, or... Work with the help of office Depot, I encourage you to sort into. Random assortment ofindividual files that really had no connection to each other system new... The most common approaches to organizing file material and provides tips that can be applied in virtually office.