What are the 5 basic filing steps?

What are the 5 basic filing steps?

The five basic steps for filing. Conditioning, releasing , Index and coding, Sorting, Storing and filing.

How do you build a good filing system?

Steps to make a small business filing system more functional

1. Determine how you want to retrieve the files.
2. Label each hanging and manila folders.
3. Stick with the same labeling system.
4. Leave space in the drawer for new files.
5. Lay the paper in the folders so you can see the tabs.

What are the three types of numeric filing?

There are three types of numerical filing systems that are utilized in healthcare; straight or consecutive numeric filing, terminal digit or reverse, and middle digit. The straight filing system is also referred to as the consecutive filing system.

What is the best way to organize your home files?

Every home, no matter how small in size or number of family members needs a place to hold and file paperwork. This can be a file drawer or cabinet, a rolling filing basket, or a cardboard bankers box. It should ideally be at least two file drawers in size, or an equivalent based on the storage solution you choose.

What are the 7 steps to organize a home filing system?

7 Steps to Organizing Your Papers Like a Pro

1. Step 1: Determine Where Your Papers Should be Stored.
2. Step 2: Purge Your Existing File System.
3. Step 3: Collect all your loose papers.
4. Step 4: Gather Filing Supplies.
5. Step 5: Sort & Label.
6. Step 6: Handling the Action Papers.
7. Step 7: Weed out & Maintain.

What is the best way to organize paper files?

A filing cabinet or a document box stores files in a way that you can access them efficiently. Every folder is kept upright, which makes it easy to go through them and insert or pull documents out without removing the entire folder.

How do you organize years of paperwork?

Simply organize your documentation (receipts, medical forms, etc.) in file folders by year. Then place the folders in sequential order in your file. Make sure to label the box or drawer that holds your tax information, so that you can go back to it.

How does Marie Kondo organize paperwork?

Marie divides up papers that need to be saved according to how often she uses them, storing all frequently used paperwork together and all infrequently used paperwork together. Since she recommends discarding almost everything, she says that there is no reason to divide up the papers further than that.

How do you file important documents?

Most of your important documents can be stored in a regular filing cabinet or portable hanging file box. Some, however, really should be kept in a fireproof safe or in an offsite storage option such as a safety deposit box. Vital documents are ones that would be very difficult or time-consuming to replace.

When should you throw away paperwork?

Store 3–7 years: supporting tax documentation Knowing that, a good rule of thumb is to save any document that verifies information on your tax return—including Forms W–2 and 1099, bank and brokerage statements, tuition payments and charitable donation receipts—for three to seven years.

How long must bank statements be kept?

Most bank statements should be kept accessible in hard copy or electronic form for one year, after which they can be shredded. Anything tax-related such as proof of charitable donations should be kept for at least three years.