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Linda, on Mar 10 2009, 10:23 AM, said:
"Sorry, the link that brought you to this page seems to be out of date or broken."
Nope, it is not broken, it is in the private forum...
To which you have not been admitted, I see...
Bert_Mulder_CGA, on Jan 9 2009, 03:10 PM, said:
I run a virtually paperless office. We do not put anything into our file cabinet on a permanent basis anymore....
All paperwork goes back to the client.
I simply use Windows Explorer for my file management (in addition to using Client Track)
File (directory) structure:
Folder data
subfolders:
Corporate
Personal
Unincorporated business
Subfolders under each, one for each client
Under corporate, subfolders:
Correspondence
GST
Info returns
Invoices (our)
Permanent
Tax
Working papers
Payroll
(any other as needed)
Only PDF'S are placed in subfolders. Working data files, such as QB and Profile files, spreadsheets, etc, are placed in the main data folder under the client name.
For personal file, folder structure:
Correspondence
Current year
Invoices
(again, only PDF in subfolders)
Current year is combined as a PDF at beginning of tax season, so to empty it for the current year. The current year is thus the working file, in which we place all the documents we gather to prepare the file, scanned in (in theory) as soon as we receive the data (info slips, receipts, etc etc) (use same method for wp file on corporate)
Keep It Simple, Stupid!
All paperwork goes back to the client.
I simply use Windows Explorer for my file management (in addition to using Client Track)
File (directory) structure:
Folder data
subfolders:
Corporate
Personal
Unincorporated business
Subfolders under each, one for each client
Under corporate, subfolders:
Correspondence
GST
Info returns
Invoices (our)
Permanent
Tax
Working papers
Payroll
(any other as needed)
Only PDF'S are placed in subfolders. Working data files, such as QB and Profile files, spreadsheets, etc, are placed in the main data folder under the client name.
For personal file, folder structure:
Correspondence
Current year
Invoices
(again, only PDF in subfolders)
Current year is combined as a PDF at beginning of tax season, so to empty it for the current year. The current year is thus the working file, in which we place all the documents we gather to prepare the file, scanned in (in theory) as soon as we receive the data (info slips, receipts, etc etc) (use same method for wp file on corporate)
Keep It Simple, Stupid!
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