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How to Manage Your Files Effectively

Jen Lawrence

Managing files can be overwhelming and let’s be honest… boring for some. Remember, an effective file management system boosts the overall efficiency of a company’s operations. With that, I’m going to share tips on how you can manage your files effectively. For example, “J Lawrence File Management Blog Article 112021.”

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Final regs drop mandatory e-filing threshold to 10 or more information returns

BMT Office Administration

We’ve been waiting for the IRS to release final regulations on mandatory e-filing of information returns for quite some time. 31 e-filing deadline, we made an educated guess and said it wouldn’t make the same mistake again. Options for small employers: Small employers may never have thought about e-filing.

Filing 52
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3 Ways to Create a Better System for Information Management

All Things Admin

Here’s how you can implement color coding: Physical Files : Use colored folders or labels to differentiate between different projects or document types. I love translucent colored poly pockets combined with colored file folders to create instant visual distinction of what’s waiting for me each day in my priority sorter.

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Calendar Clarity

Laughing all the Way to Work

To add an attachment, click on the Insert tab and choose Attach File or Attach Item. My current boss travels a lot so I put his travel schedule in the calendar as well. For example if he is travelling to Vienna I will start a meeting request for each part of the journey and categorize it as Red.

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On to the next task.

Laughing all the Way to Work

The problem is it is now filed in the back burner of my mind. I put items in my calendar as a reminder, but the problem with calendar reminders is unless you know which day you put it on or what you named it, you can't easily find it. If I put a reminder in the calendar, I note the date on the meeting sheet.

Filing 182
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Downsize and Organize Your Digital Clutter

Office Dynamics

If you’ve ever spent a morning trying to track down a lost file on your hard drive or searching through a decade of email, you know that digital disorder can also take a toll on your wellbeing. Do you usually rely on your search box to help you find files? For example, this article might be named “digital-decluttering-article.”

Filing 190
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IRS releases details on how to withdraw ERC claims

BMT Office Administration

The IRS has kept its promise to provide relief to employers that filed Forms 941-X to claim the pandemic-era employee retention credit for which they aren’t eligible. Big break: The IRS will treat withdrawn claims as if they were never filed, so no penalties or interest will be levied. for a particular calendar quarter).

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