Business Filing System Categories Pdf

This type of filing system can handle large amounts of data.

Business filing system categories pdf.

Today s declutter 365 mission designed to be done while working through the organize files challenge here on the site is to actually create your home filing system. These are just a guideline to help you with your home filing system. Filing receipts and invoices properly is one of the most important things a small business needs to do. 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.

All other files reference business education in alphabetical order. And lastly not all of these filing categories need to be in a hanging file folder in a filing cabinet. Payroll and employee information. Below are my suggestions for the categories of files you should create.

Most importantly the record keeping system you choose must be suited to your particular business needs. Dealing with the paperwork is a large part of running a small business. 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. Pdfelement for business edit scanned pdf documents.

Record keeping ranges from simple manila folder filing systems to complex on line electronic systems. Some may be in their own filing system some on your computer etc. In duplex numeric filing systems files are given numeric labels with several sets of numbers involved. Receipts and invoices.

It is the key paperless system to help users deal with pdf documents as well as scanned documents. Pdfelement for business is designed for small business and enterprises. Optional categories manufacturing production control raw materials shipping engineering blueprints drawings formulas industrial engineering projects page 3. Part of small business kit for dummies cheat sheet.

To do that you need to set up all the correct files in the right categories. The different sets of numbers can correspond to major categories and sub categories paralleling the encyclopedia system of filing and classification. The simpler the system is the easier it is to use. Whether simple or complex a record keeping system must be easy to use and provide adequate storage and retrieval of records.

A business will have different types of tax to take care of the main ones being payroll tax sales tax and income tax. File documents relating to these different types of tax into their own tax sections within the business filing system. The easier it is to use the more likely you will actually use it. 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.

Do what works best for you saves space and is convenient and a system that you will actually. Keep the two types of information separate in your business filing system.