How to Organize Your Paperwork
- Temporary Baskets for paperwork:
- Basket (1) – TO DO
- Basket (2) – TO FILE
- Basket (3) – TO PAY
- Basket (4) – TO READ
- Filing must become a habit. Make a specific time once a week to file things away that are in your Temporary Basket. If not, before you know it, you are sitting with an overwhelming mountain of paperwork.
- Always keep important papers Safe:
- Automobile information
- Bank account numbers
- Birth certificates
- Credit card numbers
- Important receipts
- Insurance policies
- Loan agreements
- Marriage/Divorce certificates
- Medical records
- Mortgage agreements
- PIN numbers
- School transcripts
- Service contracts
- Tax returns (last 5 years)
- Use Different color Folders/ Tabs or labels: Group – Like – Subjects the same color. This will make it easier to find a specific folder when needed.
- Invest in a good quality Filing Cabinet. Look for one that will be dependable but also not look unattractive in your home.
- Recommended length of time to keep specific documents, varies:
- Keep Forever: Permanent or Original documents that do not change over time. E.g. Birth, Marriage, Divorce, Social Security.
- Keep for many years: Records of proof of Payment or Transaction. E.g. Tax Returns (3 to 6 Years), Car title, mortgage etc.
- Keep for one year: Yearly Budget, bank statements, Auto Insurance Policies that expire.
- Keep Temporarily: e.g. Credit Card receipts or account receipts, until they match with a new bill showing your last payment on it.
- If all else fails, call Chaos 2 Organized to help you get a handle on your paperwork.
View this video on Office Organization
- Posted in: Paperwork ♦ Stress and Clutter
- Tagged: Baskets;, blog, chaos 2 organized, documents;, filing cabinet;, Filing;, Important Papers;, organize;, Paperwork;, professional organizer