Organize with Edgar

How to Organize Schedule C Tax Information to Keep the IRS Happy | eHow.com

2010-07-13T16:01:00.000-07:00

2010-05-14T11:44:00.000-07:00

2010-04-25T16:41:00.000-07:00

2010-03-31T11:28:00.001-07:00

Use a planner to track appointments and tasks. It can be a paper-based notebook, a computer software program, or an electronic handheld device.
Create at least one hour of uninterrupted time per day to tackle projects and action items.
Allocate twice as much time for a task as you think it will take. This accommodates for interruptions and stopping to get more information.
Break large projects down into small, sequential steps. Schedule these steps into your day with your planner.

Keep only supplies you need on a daily basis on your desktop.
Create a paper flow system for your incoming documents.
Use your in box only for items that haven’t yet been reviewed.
Avoid looking at documents and placing them back on the desk. Follow through with the decision you have made about the document.

Write an agenda before making a phone call so you don’t forget the important points.
Keep a record or schedule follow-up calls of what you’ve delegated so it doesn’t fall through the cracks.
Be clear about the response you need when sending messages to colleagues. They can then provide a full response, even if they don’t reach you directly.

Create a filing system for your electronic documents that mirrors the one you have for paper. Sort, file, and purge electronic information regularly.
Keep a file index (a master list of file names). Check the index before creating a new file to avoid making duplicates. Also use it when deciding where to put new documents.
Refer to your company’s records retention plan for guidance on how long to keep documents.
Keep the most recent papers in the front of the file. Whenever you open it, the current information will be on top.

2010-03-26T20:55:00.001-07:00

How to Create and File e-statements

Review latest hard copy statement; make sure all content is correct, i.e. address, phone number, etc.
Locate company/vendors website address on found on statement; if none provided, locate toll free # or phone #
Go to website
Bookmark web page address
Log on to website, if FIRST time, create an account by completing necessary information, i.e. account #, SSN, etc.
Choose ONE password for all log ons; it should be EASY for you to remember but DIFFICULT for anyone to figure out. If you need to change the password keep the last password but add a number after it.
Designate ONE email address for all e-statements be delivered; choose an email which will be for finances only not your personal email for regular correspondence like friends, email alerts from restaurants, stores, travels
Note on latest hard copy statement date requested e-statements, once you receive your FIRST e-statement, shred and recycle statement
Choose or Create folder
List under General heading first, i.e. FINANCES, then create folder by company/vendor name
Create an email reminder to clean out archived emails in folders, i.e. via Outlook, Gmail or Yahoo email accounts
Back up laptop/desktop and files on a regular basis; create an email reminder on this process as well
Create a shortcut to your desktop for folders you refer to on a regular basis
Shred and Recycle all paper statements!

3/26/10 OMLN ~ emicua