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Time Required: 15 minutes Record keeping Plan LE SSO N 20 : ST U DENT AC TIV IT Y S H EE T 1Recordkeeping is no fun, but compared to tearing the house apart looking for a pay stub or your banks contact

How to fill out my recordkeeping plan

How to fill out my recordkeeping plan

1. Step 1: Gather all relevant documents such as financial statements, receipts, invoices, and tax forms.
2. Step 2: Categorize the documents based on different aspects of your business such as income, expenses, assets, and liabilities.
3. Step 3: Determine a system for organizing and storing the documents. This could be through physical filing cabinets or digital folders.
4. Step 4: Create a recordkeeping log or spreadsheet to track and document each piece of information. Include details like date, description, amount, and reference number.
5. Step 5: Regularly update the recordkeeping log as new documents are received or changes occur in the business.
6. Step 6: Implement a backup system to ensure the security and protection of your records. This can involve making digital copies or storing physical copies in a safe location.
7. Step 7: Review and reconcile your recordkeeping plan periodically to identify any discrepancies or errors.
8. Step 8: Seek professional assistance or guidance if needed, especially when dealing with complex aspects of recordkeeping or tax obligations.

Who needs my recordkeeping plan?

1. Small business owners
2. Self-employed individuals
3. Freelancers
4. Independent contractors
5. Non-profit organizations
6. Sole proprietors
7. Partnerships
8. Corporations
9. Limited liability companies (LLCs)
10. Any entity or individual with financial transactions and reporting requirements

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