Business Filing System Categories

Optional categories manufacturing production control raw materials shipping engineering blueprints drawings formulas industrial engineering projects page 3.

Business filing system categories.

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. Do what works best for you saves space and is convenient and a system that you will actually. 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.

Digital filing systems automate the finding files aspect of your office filing system. 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. However you need to use this as a guide since your filing system will be unique to your family. 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.

And lastly not all of these filing categories need to be in a hanging file folder in a filing cabinet. This list is designed for the typical types of paperwork many households have but it is meant for personal paperwork and not business paperwork. A filing system allows a business to keep track of important documents and find them quickly. Academic car employment financial health id insurance and real estate.

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. Some may be in their own filing system some on your computer etc. A business will have different types of tax to take care of the main ones being payroll tax sales tax and income tax. Part of small business kit for dummies cheat sheet.

It also helps the business to function smoothly and efficiently. Payroll and employee information. Here are the suggested home file categories to consider making files for. Dealing with the paperwork is a large part of running a small business.

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. These are just a guideline to help you with your home filing system. Receipts and invoices. Your personal filing system should include the following categories.

This type of filing system can handle large amounts of data. Keep the two types of information separate in your business filing system. Business filing system compliments of handygirl personal files auto correspondence church family children education school records friends home property mortgage home improvements.