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.Download
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