Why You Need a Document Cleanout
Why You Need a Document Cleanout
Each year, businesses generate a significant volume of documents—ranging from invoices and financial records to memos and notes—that can quickly accumulate and create clutter. Starting the year with a document cleanout is a proactive way to address this build up. By collecting, sorting, and disposing of unnecessary paperwork, your business can free up valuable space and improve organization. A clean, clutter-free workspace not only enhances productivity but also reduces stress and ensures critical documents don’t get lost in the chaos. Any time is a perfect time to tackle this task and set the tone for a more organized and efficient office.
How to Organize Your Documents
Begin by gathering all physical documents in one central location, including printed receipts, tax files, financial reports, contracts, and human resource documents. Once collected, sort them into manageable categories and identify the files you must keep.
Example:
• Tax returns and all their supporting paperwork
• Employee termination files, specially if an injury took place
• Employee tax records
• Your deed, lease, contracts and documents relating to ongoing work.
This is a link to the ATO website “How long to keep your records”
After organizing and filing important documents, safely shred the excess to maintain a tidy workspace. This structured approach not only clears physical clutter but also strengthens your filing system, ensuring easier access and greater efficiency throughout the year.