TAXES

Keep file folder in the very front of your filing cabinet for items you think you may need at tax time. If you are really ambitious, make a list of the items you gather
this year and include it in the folder for next year’s taxes. This will serve as a ready-made checklist to help make sure you are not missing anything come April.
 

MAIL

You’ve seen this tip many times. Sort your mail over the trash can or recylce bin. Properly shred documents with identifiable information such as account numbers, social security number, pin, and account numbers.
 

FILING

  • Use easy to remember file names
  • Keep a listing of everything you keep in your wallet or purse, in the case it is lost
     or stolen
  • Keep an envelop in oyou car, and another in your breifcase or purse, for those
     reciepts you acquire on the road
-Organize the files on your computer. It’s much easier to find a file if it is
 catergorized
-Use alphabetical order wherever possible. It’s easy to remember and easy to
 understand when delegating your filing chores
-Make a list where your important documents are stored. Place a copy of the list in
 your home bible and another off premises.
-Have all files that you use reqularly within arms reach of where you do your work.
-Make a decision about how long to keep your periodicals and newspapers. 
 Outdated periodicals 6 months old or older are not very useful. Newspapers that
 are a week old or older are useless also. Recycle whenever possible.
-Designate a specific spot for certain types of mail, such as bills to pay, so you
 know exactly where you should put this mail when you recieve it.
-Create one piece of paper with all the travel phone numbers (airlines, hotels, car
 rental agencies) that you use. (Work Bible)
-Keep a memorabilia file for movie stubs, etc. Review this file at the end of year
 to discard things that don’t mean as much to you as you thought they would.
-Have backups of your computer in place, another copy offsite if possible
-Designate one specific location for all phone messages, such as a spiral
 notebook. even if you scribble a note or phone number somewhere else, be sure
 to transfer that scrap to your designated message location.
-To help control incoming junk mail (especially credit card applications, call the
Preapproved Credit Card Opt Out Line: for Experian, Equifax and TransUnion at
 1-888-567-8688. You can request to omitted from these lists for two years or
 permantly.

-Realize that organization is a process and not an end in itself. The goal of good
 organization is efficiency. The test of an effective organizational system is
 whether you can and do, use it easily to file and find what you have
-Ask yourself these questions:
am i nearing a timeline on this
has this opportunity expired
is thsi passed due, yet still requeires my attention
is this really something for today or is it a project (if so, place in the To Do basket)
is this a miscellaneous paper that I just don’t know what to do with
am i dumping this here to avoid making a decision about it
do i really have to do this today or do i have too much to do already?
Decide what is realistically feasible to accomplish in a given day.
if you are weary and hesitant about dumping something you might regret, put all this stuff in a box and date it, if you have not needed anything in a 3 month date
 
 

Am I nearing a timeline on this?
Has this opportunity expired?
Is this passed due, yet still requires my attention?
Is this really something for today or is it a project?
Is this a miscellaneous paper that I just don’t know what to do with?
Am I dumping this here to avoid making a decision about it?
Do I really have to do this today or do I have too much to do already?
Decide what is realistically feasible to accomplish in a given day.