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Organising Your Paperwork: The Basics

As an adult, you will be supplied with many important and crucial documents for your health, transport and finances. If you run a business, you will also be responsible for your worker’s information, tax returns and administration.

It may well be the most tedious part of being an entrepreneur, however keeping your files organised and safe is a crucial part of running a successful business. If you aren’t sure where to start, here are some simple tips on how you can make your life a little bit easier when organising paperwork.

Buy a Bigger Desk

If you want to have a productive office space, it is important to have a desk large enough to house all of your projects and documents. Consider buying a desk which has shelf space so that you can store all of your files and notebooks in one place and access them easily. This way, you will never forget to complete your filing as it is always in view.

Use OneNote

If you struggle to cope with mountains of paperwork, consider taking your organisation online. OneNote is a great resource for sectioning off projects, writing down important information, and keeping track of everything in one place.

Keep All Important Documents Together

Whether you are running a business or not, keeping your files organised and easy to access should be at the forefront of every adult’s mind. Keep a personal file separate from everything else and use it to store all of your important and essential documents. That way, when you come to need them, they can be easily found. Some examples of what you could keep in the file are:

  • Birth Certificate
  • Driver’s Licence
  • Passport
  • Bank Statements
  • Bills
  • Tax Returns
  • P60/P45
  • House Documents
  • Mortgage Information
Invest in Colourful Files

Colour is pleasing to the eye; and it helps you to set different things apart and can help massively with your organisation. Consider buying a different colour file for each project and colour coding certain aspect of your business to highlight important parts of your work. Visually, it will help you to manage your filing.

Use a Bullet Journal

Make it a habit to fill in a journal such as a bullet journal every single day, either in the morning before your day begins or at night. It might seem like something which is a little useless, but the simple act of writing down a to-do list and your goals for the day/week ahead brings you focus and allows you to think practically about what you are doing with your day. It will also facilitate your filing as you will be able to pencil in dates and times to go over your expenses and finances for each month.

Use a Document Managing Service

If you suck at organising, there’s no shame in bringing in some professionals to help guide you in the right direction. Companies such as Box-it Central can help to file your documents into categories, making them easy for you to access and offering the means for you to add to the filing system once it is complete. It will save you taking the time and energy to try and work out how to do it yourself.

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