Organising paper work

[Mum2SweetCs]

Hi All,

I am pulling my hair out on how to best organise my paper work before I move.

Anyway, I was thinking of this but it will be hard to find something

CONTAINERS
---------------
HOME (includes bills, shared doco between DH and I)
BUSINESS
PERSONAL (includes stuff for DH or myself separately)

Then in each container have folders for each type of doco eg All phone bills in 1 folder

BUT THEN, it doesnt make sense because i will need to organise it by FINANCIAL YEAR!

How do you guys organise your paperwork?

Thanks!!!

[AngelPunks]

I'm in the middle of doing this also. My kick was having to find financial documents for my solicitor so he could do my financial statement & affidavit.

My plans are:
Financial years for the bills.
Mortgage/loan documents in another folder
Tax stuff goes straight to my accountant each year - his problem to store not mine

Business Stuff - has to be by financial year

HTH

[Mum2SweetCs]

So should i have a container for each financial year and then have folders for each type of documentation?

hmmm that might be easier hey? LOL thank goodness i dont work with paperwork everyday!

[Astrid]

Bills by finanical year
just chucked into a large envelope
honestly I would not bother sorting these too much, there is normally not much reason to go back to them, just keeping them together by year is often enough.

Tax related documents and bank statements by finanical year.
I sort this by individual and by joint info into a lever arch folder with dividers

Mortgage docs, other contracts, pet rego's vacs, initial superannuation details, anything that has reference numbers on it
kept in an accessible folder in case they need to be referred to again

Business paper work, once again by financial year, except for business, gst, rego papers and the like.