Setting up a filing system can be easy if we remember to keep it simple and use the words that we use most often for recognizing information. Store these folders in file cabinets, bankers boxes or in a safe, but keep them accessible. Paper clutter can take over our homes and result in lost information, unpaid bills and a problem at tax time, trying to find information that we need in order to save money and lower taxes. Keeping our paper files, documents and records in order can save us time and money. There is important information in our files about our home inventory and specific ways to have everything ready within one minutes time.
These are things we need to know,
What papers are important enough to be kept in a safe
How to set up a filing system
What medical information should we have in case of an emergency
What medical information should be passed on to our children
What is in our home inventory and assets
When did we have repairs done to our home and how much were they
Do we have warranties that we aren't using properly
Through different times in our lives (a lot more than you may think), this information will be needed and should be updated on a yearly basis. By having your files organized this will be easy for you to keep track of, here are a few tips to help you.
FOR IN THE FILE CABINET
FOR ON YOUR DESK AREA OR WORK CENTER
EXTRA'S YOU MAY WANT TO ADD
PAPERS TO KEEP AND WHERE
Save it or Shred It
Keep for 1 Month
|
Credit Card Receipts | |
|
Sales Receipts for Minor Purchases | |
|
Withdrawal and Deposit slips (Toss after you have |
Keep for 1 Year
| Paycheck Stubs | |
|
Monthly bank, credit card, mutual fund, mortgage
|
Keep for 7 Years
| W-2's, 1099s and other tax return items (Checks to back-up tax returns) | |
|
Year end Credit Card Statements |
Keep Indefinitely
| Tax Returns | |
| Receipts for Major Purchases | |
| Real Estate Records | |
| Wills and Trusts Alimony and Support Statements (at least until child is 18) |
Keep In A Safe
| Birth and Death Certificates | |
|
Marriage licenses | |
| Insurance Policies | |
|
Divorce Papers |
A very good compliment to your new filing system is to
add the Home Inventory System,
make sure that you are ready for anything in case
of an emergency
Anything reprinted, copied in whole or in part from this page,
can be done with my permission contact me at
Easy_organizing@yahoo.com:
Jan Hayner
www.organizingyourlifetheeasyway.com Want to get organized?
Want methods that are EASY? Don’t have a lot of spare time?
Get your freeOrganizing Your Life THE EASY WAY pamphlet
called; 50 Things To Do in 10 Minutes or Less. It is filled with ideas
of things that you can do to Organize your life that won’t take you
very long to do. Get instant satisfaction for a job well-done!!Go to
the Organizing Your Life website and order your pamphlet,
or send an e-mail to Easy_Organizing@yahoo.com