TSYS Group » Chief Operations Officer » Known Element Enterprises - Business Services

• Work with CFO to setup paper intake/sort process for the facilities manager (as mail checker and general admin) and CFO (as ultimate processor of paper) at HQ

• Locate online copies of all paper manuals in the file cabinet manual drawer and put into grocy

• Print out and place in sheet protectors/binder a table of Product Name/QR code link to manual

• Finish setup of family office instance of FireflyIII (deployed, basic configuration in place, will tweak with COO/CFO soon)

• Finish setup of family office instance of FireflyIII-Importer

• Finish setup of KNEL instance of FireflyIII (deployed, basic configuration in place, will tweak with COO/CFO soon)

• Finish setup of KNEL instance of FireflyIII-Importer

Neat migration¶

• Migrate off neat.com
• Configure family office instance of paperless (categories etc)
• Configure KNEL instance of paperless (tax categories, ensure all years are imported, all tax returns scanned in etc)

Review these articles to gather requirements/ideas:¶

• https://www.irs.gov/businesses/small-businesses-self-employed
• https://www.irs.gov/forms-pubs/about-schedule-c-form-1040
• https://www.irs.gov/forms-pubs/about-form-4562
• https://www.irs.gov/instructions/i4562

Taxes¶

Since most of the use of neat.com is in relation to taxes, the output/reports etc will need to be fed/merged with an open source tax stack.

• https://github.com/ustaxes/UsTaxes
• https://opentaxsolver.sourceforge.net/

Overall use of paperless:¶

• https://nerdyarticles.com/a-clutter-free-life-with-paperless-ngx/
• https://www.digitizerspace.com/blog/paperless-workflow-tax-accountants (the page 404 but I have a copy in Wallabag (working on migrating everything to linkwarden so my archives can be public/shared... )