File Management, Recordkeeping, Form Info
Jump to navigation
Jump to search
Some of you have inherited your filing system from the previous treasurer. Some of you may have developed your own.
Whatever you use, a filing system should be simple enough that a person off the street could walk in and figure it out in minutes, and once they know the system, could go directly to a certain document or receipt without difficulty. No orphan receipts, without notation or order, drifting around at the bottom of a file folder.
If you want to try out a system that saves time, is simple and accurate, inexpensive to maintain and that makes the auditors very happy, keep reading.
Return to Chapter 11: Complying with IRS & Labor Dept Policies