Business Filing System Categories Pdf

All other files reference business education in alphabetical order.

Business filing system categories pdf.

And lastly not all of these filing categories need to be in a hanging file folder in a filing cabinet. Receipts and invoices. A business will have different types of tax to take care of the main ones being payroll tax sales tax and income tax. Record keeping ranges from simple manila folder filing systems to complex on line electronic systems.

Optional categories manufacturing production control raw materials shipping engineering blueprints drawings formulas industrial engineering projects page 3. Pdfelement for business is designed for small business and enterprises. These are just a guideline to help you with your home filing system. Below are my suggestions for the categories of files you should create.

Keep the two types of information separate in your business filing system. Dealing with the paperwork is a large part of running a small business. Whether simple or complex a record keeping system must be easy to use and provide adequate storage and retrieval of records. 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.

The different sets of numbers can correspond to major categories and sub categories paralleling the encyclopedia system of filing and classification. Business filing system compliments of handygirl personal files auto correspondence church family children education school records friends home property mortgage home improvements. 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. Most importantly the record keeping system you choose must be suited to your particular business needs.

Some may be in their own filing system some on your computer etc. Do what works best for you saves space and is convenient and a system that you will actually. Pdfelement for business edit scanned pdf documents. The easier it is to use the more likely you will actually use it.

The simpler the system is the easier it is to use. Payroll and employee information. Filing receipts and invoices properly is one of the most important things a small business needs to do. In duplex numeric filing systems files are given numeric labels with several sets of numbers involved.

File documents relating to these different types of tax into their own tax sections within the business filing system. 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. To do that you need to set up all the correct files in the right categories. As everyone know pdf documents are more and more popular among businesses.

This type of filing system can handle large amounts of data. Part of small business kit for dummies cheat sheet.