When you want to treat your household like a business, it’s important that you keep track of your important documents.
Investing in a file cabinet and scanner can be a nice one-two punch to have both hard copy and digital records. Regardless of your business ventures or lifestyle, there are some documents you will want to keep track of.
Consider these tips so you know which documents are the most important.
1. Copies of Your Bills and Utilities
You definitely need to be mindful of your bills and utilities. This means having records of what you were charged and paid for electricity, gas, water, internet, and other utilities.
Keeping track of your energy bills can also help you out whenever there is a discrepancy that you need to address. It’s easier to fix things with customer service when you have some records to back you up.
2. Tax Filings and Documents
Paying your taxes is something that all of us have to address. Since you have to pay them, be sure that you keep your tax returns and other records for as long as possible.
This not only helps you provide proof of income, but it can also be useful when applying for loans and other matters.
Keep track of payroll documents for any small businesses you run. Using a pay stubs maker can help you streamline this process.
3. Loan Documents and Legal Proceedings
Make sure that you are also putting your best foot forward when it comes to applying for and receiving loans.
This means keeping track of documentation for your mortgage loan, car note, personal loans and any business loans that you seek. Likewise, you will need to keep records for any legal proceeding that you deal with.
When you are able to provide proof for these matters, your company stays organized and in the driver’s seat.
4. Life Documents, Like Passports, Birth Certificates and Social Security Cards
It’s important that you keep track of the documents that are important for life and citizenship. Some of these documents include your passport, birth certificate, and social security card.
When you need to provide proof of identity, the last thing you would want is to be scrambling for these ever-important documents. Taking the time to store them in one place can help you out whenever these situations arise.
You can get a new social security card in about 2 weeks if you ever lose your current one. Keep your documents as secure as possible whenever you get them so you can avoid always needing replacements.
5. Real Estate Records
If you have any real estate properties that have changed hands, you will definitely need to keep track of those records.
This is a big part of anyone’s portfolio and investing. Keep scanned and hard copies for these real estate ventures so you can use them however you need to.
Keep Track of These Important Documents
You’ll be glad that you kept track of these important documents. Follow these points so you can keep the absolute best records.
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