By now, you’ve probably heard the term ‘record retention policy’ or ‘document retention policy’. But do you have one? Or are you asking if you should have one? From our research, if you have any kind of business, (no matter the size or how many employees you have), you should definitely have a written policy [...]
Filing systems and document retention is a living, breathing, evolving science. Each year brings changes and new challenges in the needs for document filing and retention requirements and guidelines. Governments, organizations and businesses struggle to keep up with the ever changing flow of paperwork. Paperless systems are implemented and on average fail, because systems are [...]
Hopefully you have a plan to go through your paper files periodically to purge out what is no longer needed. Whether it’s a last minute scramble to gather your tax information or an effort to file away this year’s information, your file cabinets will begin to be overstuffed if not purged. This raises an important [...]
We found this document specific to Canadian record keeping for tax time from the Canada Revenue Agency (CRA), and have posted in part below. Please review the entire document at Canada Revenue Agency, which contains information such as: -methods and requirements of keeping records, -what to do if you want to destroy records early, -requirements [...]
Document Management – How Long Do I Have To Keep My Paper Files? by Ramona Creel At work, at home, no matter who you are or what you do — we are all bombarded with paper. Some days, as I help clients sort through their mail, I’m amazed that we have any trees left on [...]
This article from Greenstein, Rogoff, Olsen & Co is a great source for Storing tax records: How long is long enough? First you have to decide what paper files to keep and how long to keep them. Document your retention schedule so you don’t have to decide each year what’s best for your situation, then [...]
This article by Denise Landers, founder and CEO of Key Organization Systems Inc. and a Paper Tiger Expert, will help you get ready for tax time, get your filing system in order, and help you decide what you need to keep. Denise also recommends The Paper Tiger Document Management and Filing System software to help [...]
Documentation is a living, breathing, evolving science. Each century, decade and year brings changes and new challenges in the needs for documentation and retention requirements and guidelines. Governments, organizations and businesses struggle to keep up with the ever changing flow of paperwork. Paperless systems are implemented and fail. Pre-paperless records are left to languish. Fear [...]
Since The Paper Tiger is a software program that helps you deal with document management and records retention, we thought this article by Ramona Creel would be a helpful checklist in addition to our blog post copied from IRS.gov. Records Retention Guidelines By Ramona Creel Feel free to use this tip sheet / checklist as [...]
We thought the following information, taken from the Recordkeeping section of IRS.gov, would be helpful in getting organized in your paper filing system and in deciding document management retention. The Paper Tiger will help you not only keep track of your paper files, but can help you keep track of when to discard records if [...]
