08 Dec 2014

End of Year Housekeeping Tips

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Trustee Tip:

End of Year Housekeeping Tips

With the end of the year at hand, here are a few reminders of housekeeping tasks that will help you keep your data in good shape for tax forms next month while closing out 2014 and introduce best practices for 2015.

  • Identify professionals who may need tax documents
  • Ensure payees and claimant records are complete for tax purposes
  • Clean up closed cases and documents
  • Update expense items

We have even more tips specific to each BMS software platform that you may use. Read the step-by-step instructions by clicking on the appropriate link(s) below: