Organising Paperwork

[northernladyuk]

[greenlake]

How do you guys arrange your files?

[kaiser78]

Log everything on Excel and keep relevant docs in a file. That is all anyone needs to do although some fellow posters do way more (for some reason).

[missinggreenfields]

Company trading year.

Originals in an A4 folder with poly pockets for each month (company and employees split separately). At the end of the year (or sometimes in the year if I have time and inclination) everything gets scanned to PDF, and then once I have the accounts back they go through the shredder.

[LondonManc]

[vetran]

no pleasing some people or so my accountant said!

[northernladuk]

I asked my accountant because I'm a good boy

[LondonManc]

I asked my accountant because I'm a good boy

[SueEllen]

but would that be calendar year or tax year?

WHS

I also have an electronic archive.

[Lockhouse]

I use a dustbin liner and every year end tip it over my accountant's desk.

[vetran]

but would that be calendar year or tax year?

company tax year.

[bathingape]

12 divider folder from Lidl . Copies of those that overlap in later year originals in early folder.

but would that be calendar year or tax year?

[vetran]

Just moved house so it's a good time to sort my papers out. My company year end is 31st Dec, and I've just came back from the accountants to sort out corp tax for 2015. The file I usually keep for some reason goes by tax year but after coming back from accountants, I have some papers which overlap into 2016 which I have to now keep separately. My file has obvious separators for receipts, invoices, wages, dividend vouchers, etc.

How do you guys arrange your files? Going forward I think I'll do calendar year and maybe keep a separate file for my wages as they are needed on a tax year basis? I'm a bit OCD about keeping everything tidy so any guidance would be appreciated.

12 divider folder from Lidl . Copies of those that overlap in later year originals in early folder.

[bathingape]

Just moved house so it's a good time to sort my papers out. My company year end is 31st Dec, and I've just came back from the accountants to sort out corp tax for 2015. The file I usually keep for some reason goes by tax year but after coming back from accountants, I have some papers which overlap into 2016 which I have to now keep separately. My file has obvious separators for receipts, invoices, wages, dividend vouchers, etc.

How do you guys arrange your files? Going forward I think I'll do calendar year and maybe keep a separate file for my wages as they are needed on a tax year basis? I'm a bit OCD about keeping everything tidy so any guidance would be appreciated.