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"Organizing For Balance" Ezine 


EZINE
 
Donna D. McMillan

Professional Organizer 
Donna D. McMillan

http://www.organizer4me.com/ezine.htm

FEBRUARY ISSUE - National Archive Your Files Month

IN THIS ISSUE

1. 
National Archive Your Files Month
2. 
Now Is The Time
3.
Solving the Puzzle
4. Feature Article
5. Other Organizing Holidays this month

archive storage boxes with labels


NATIONAL ARCHIVE YOUR FILES MONTH


February is National Archive Your Files Month, and they (who is "they"?) are giving you 28 days to clear out file cabinets, closets and desks of all remnants of last year's tax-related records.  As your experienced Professional Organizers, we suggest you contact your accountant or CPA, who already knows your history.  Ask how long you (or your business) are required to keep specific documents.  Also request a Retention Schedule and write those dates on the outside of boxes.

This event is celebrated by the National Association of Professional Organizers and numerous companies who sell or manufacture organizing products.

NOW IS THE TIME

"Now is this time for all good men (and women) to come to the aid of their" ... FILE CABINETS.  Do it sooner rather than later, we say.   While you're at it, there may be some other drawers and storage areas filled to capacity with obsolete documents that should be either tossed or stored in archive boxes.  Don't forget to shred and toss the oldest boxes of tax records and other "dead" information.  They are consuming your valuable storage real estate.

SOLVING THE PUZZLE

Use either cardboard or plastic storage boxes, depending on if the destination is dry and safe from pests that destroy paper.  For tax records, businesses benefit by storing only one-year's documents in each box, Letter/Legal Size, and labeling the end, i.e "2005 Taxes."  Individuals, who are not business owners, only need to store records that are related to income tax deductions claimed.  That includes: W2's, investment 1099's, etc.  Again, contact your accountant or CPA if you have any questions.

We recommend:
Perma® Stor-All® Storage Boxes and Sterilite® Hinged Lid Storage Boxes 

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FEATURE ARTICLE

In February, Celebrate "CLEAN OUT YOUR COMPUTER DAY"
by Karen Simon, PC Tech Associates, karen@yourpctech.com

The best advice that I can give someone who starts any task involving erasing or moving computer files is:  BACKUP the computer's data FIRST!

If you’ve decided to start by categorizing your documents by making folders and putting like items together, first make a backup of the My Documents folder.  Either copy the entire folder to a CD or use your backup software to do so.  This way, if you make a mistake or accidentally delete a file, you have an original copy of your files and can restore any of them easily.  

The CD that you create can also serve as an archive copy in case you need it in the future. If you make this a rule for yourself, you will tackle this cleaning task more often and without FEAR!

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Remember ... "If you can't find something in 30 seconds, it's in the wrong place!" Everything deserves a home. And, you deserve an organized office, home and lifestyle.

We will help you solve the puzzle! 
Our Professional Services provide customized solutions for your specific needs.

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OTHER ORGANIZING HOLIDAYS THIS MONTH 

National Time Management Month
Clean Out Your Pantry Month
For more ...  click here

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Your comments and questions are always welcome.  Also, you may share this with others as long as the following copyright info is included.  

Until next time, Happy Organizing!!  Donna

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Copyright © 2006.  All Rights Reserved.
REPRINT PERMISSION granted when the following credit appears in full:
Reprinted with permission from
Donna D. McMillan
Professional Organizer and Productivity Consultant

McMillan & Company Professional Organizing
310-391-7392,
info@organizer4me.com, website: www.organizer4me.com

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