Business Filing System Categories

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Business filing system categories.

Instead of flipping through folders and stacks while risking papercuts and headaches a digital system will allow you to search a few keywords or sort files into an alphabetical list and easily find what you want. It also helps the business to function smoothly and efficiently. Your personal filing system should include the following categories. This type of filing system can handle large amounts of data.

File documents relating to these different types of tax into their own tax sections within the business filing system. Organize them alphabetically but keep the id file with your birth certificate passport social security cards and anything else you use often at the front of the file box. In duplex numeric filing systems files are given numeric labels with several sets of numbers involved. If your business is ever subject to an audit and you are unable to produce the required documents in.

The different sets of numbers can correspond to major categories and sub categories paralleling the encyclopedia system of filing and classification. A business will have different types of tax to take care of the main ones being payroll tax sales tax and income tax. This list is designed for the typical types of paperwork many households have but it is meant for personal paperwork and not business paperwork. Some may be in their own filing system some on your computer etc.

Here are the suggested home file categories to consider making files for. Receipts and invoices. However you need to use this as a guide since your filing system will be unique to your family. Do what works best for you saves space and is convenient and a system that you will actually.

Optional categories manufacturing production control raw materials shipping engineering blueprints drawings formulas industrial engineering projects page 3. And lastly not all of these filing categories need to be in a hanging file folder in a filing cabinet. A filing system allows a business to keep track of important documents and find them quickly. The following table suggests essential file drawers to label in an actual file cabinet or two and what must keep information to file in each.

Most file systems are organized by subject or category which works well when set up correctly but can also be the most confusing when it s not. Dealing with the paperwork is a large part of running a small business. Filing receipts and invoices properly is one of the most important things a small business needs to do. Part of small business kit for dummies cheat sheet.

Digital filing systems automate the finding files aspect of your office filing system. Payroll and employee information. Keep the two types of information separate in your business filing system.