The easiest filing system is a January through December system with a file for Tax Info. By using only 13 folders, you minimize the risk of losing information and save valuable time looking for something that wasn’t categorized correctly.
I know the old school way is to put everything into a category. This system creates bulk that can be hard to manage as it grows.
Also, by using only 13 files, you have a very condensed and organized paper system. Label the top right corner of each paper with the date so that anyone can do your filing and you will be able to find needed receipts with ease.
The only expansion to this system would be to create a separate section for Permanent files. Here you would create file to hold particular information that is referenced often.
Just remember to keep the day to day paperwork in your 13 folders because at the end of the year, these files will be archived. The goal is to only have the current year in your office space and the rest of your papers archived in a labeled storage box for easy reference when needed.
A condensed easy to follow system will allow you to spend less time handling paper.
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