Organizing Business Filing System Template

File type based file organization system.

Organizing business filing system template. Payroll and employee information. This doesn t strictly have to be by computer file type but instead can use folders with. Remember to include whether or not the file will be on your computer system an in house server in the cloud or filed in a physical location such as a filing cabinet. A file type based system groups everything into folders based on what kind of file it is.

This includes todo lists emails and also file organization. Plus you re costing the business more to store and backup your personal files. 5 steps to organize a filing system to get yourself and your business on the right track follow five steps to make sure papers are easily accessible and easily identifiable. Once you have your folders labeled start organizing your filing system.

Keep the two types of information separate in your business filing system. File documents relating to these different types of tax into their own tax sections within the business filing system. The idea of organizing files and documents goes back to the good old days of filing cabinets and paper. 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.

Though setting up a paper filing system sounds difficult it is a relatively easy task that can be made easier through a few filing tips and tricks. Don t mix business and personal files. As the year progresses you can add more folders to hold receipts for new categories that you need to keep track of such as expenses for education pets or travel. Dealing with the paperwork is a large part of running a small business.

By organizing your system based on majority rule you have the best chance of creating a file system that actually does deliver just what people need. You probably don t need everyone in the company seeing photos from your family vacation. Organize your documents and files. Think over what kind of work you do.

Plan to organize on a regular basis even the best office filing system won t stay organized by itself. A business will have different types of tax to take care of the main ones being payroll tax sales tax and income tax. Keep your business folders for business. It ll probably be very obvious if a date based system is right for you or not.

Let s look at some good practices for keeping your files and documents neat in folders and easily searchable and accessible. An entry in your file locations list might be.