Organize your filing system so that it is set up in a way that you understand it. You are the one that will be using the system so use the wording that will help you the most, such as: Instead of automobile or vehicle you may use ‘car’, instead of Public Service, you may use ‘gas’. This is to be set up for your convenience. These steps will help you to organize your files and records THE EASY WAY!!
2. Date materials –when the item was purchased-where-attach receipt
3. Put on the front of the files any passwords, I.D. numbers etc.
4. Use different colors – one for the information packet one for statements
5. Create a 'home' for everything – filing cabinet, box, filing box etc.
6. Put everything in its place –file papers at the end of every week so they don’tget lost
7. Sort items of importance – keep on track of things to do today, tomorrow etc.
8. Use a file folder, manila envelope or drawer to keep papers in until filing
9. Create a filing system that YOU will understand, use the wording that you will recognize
10. Use a folder or paper organizer to store folders on your desk that you need to work on or file
11. Use file tabs on your hanging folders to locate folders faster
12. Keep loose notes in a manilla folder in the appropriate file – tape them in if necessary so nothing is
lost
13. File away last years records in storage – have one place for these papers
14. Keep only the current years papers in your work area, a two drawer file cabinet will work for most people
15. Write on the outside of the file the month, date and amount of payment, it saves time if you need to look up a lost payment
This will save you an enormous amount of time at tax time and you will be so organized. Next year, make new files, transfer the old ones to a box for storage and you have your new file system in place.
The Home Inventory System is a good place to start with your organizing of all of your paper files. You can do both projects at one time and be proud of what you have accomplished. This is also handy for your family, in case they should have to find out information and you aren't able to give it to them. Protect yourself and your family!
Jan Hayner offers tips and hints to help get your documents and papers organized and under control. To read more of her articles, go to www. organizing and cleaning.com.
