Expert business tip: Avoid a storage jam! It makes sense to reserve a fixed time slot once a week / month for that - so it will be easier for you to have the filing under control.

Keep order in your electronic filing system: In an accounting folder with a simple subdivision subfolder, everyone keeps an overview:

Best practice tips

  • Sort by date or alphabetically, but not both!
  • It's best to arrange the bills by date of payment (value date). Then, you or your trustee can easily follow payment transactions.
  • If you have hardcopies, use the same folder structure.

Data retention (DE)

Here you will find everything you need to know about mandatory file storage.

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