diff --git a/README.md b/README.md index 731939b..71571c3 100644 --- a/README.md +++ b/README.md @@ -14,4 +14,48 @@ Official documentation can be found here - https://docs.paperless-ngx.com/setup/ # Backup -# Restore \ No newline at end of file +# Restore + +# Document Type Definitions +*Standard Operating Procedure for Family & IT Consulting Records* + +--- + +## 🏛 Business & Professional +*Used primarily for the IT Consulting business operations.* + +* **Client Deliverables**: Final products, reports, technical documentation, or project handovers specifically created for and delivered to IT consulting clients. +* **Contracts and Agreements**: Legally binding documents, including Master Service Agreements (MSAs), Statements of Work (SOWs), non-disclosure agreements (NDAs), and service contracts. +* **Estimates**: Non-binding quotes, project proposals, or bids for potential IT consulting projects or home maintenance/renovation services. +* **Invoices**: Formal requests for payment. Used for both Accounts Receivable (billing clients) and Accounts Payable (bills received from vendors). + +--- + +## 💳 Financial & Legal +*Critical records for tax compliance and long-term financial tracking.* + +* **Financial Statements**: Periodic summary statements from bank accounts, credit cards, brokerage accounts, or cryptocurrency exchanges. +* **Tax Documents**: Official tax filings (e.g., 1040, 1120) and supporting documentation needed for audits for both the family and the business. +* **Insurance**: Policy documents, declarations pages, and renewal notices for business (General Liability, E&O) and personal (Auto, Home, Life) coverage. + +--- + +## 🏠 Personal & Household +*Life management records for the family.* + +* **Medical Records**: Clinical health-related documents including lab results, imaging reports, doctor's visit summaries, and immunization records. +* **Property Records**: Documentation related to real estate, including deeds, mortgage statements, property tax assessments, and closing disclosures. +* **Utility Bills**: Statements for recurring service expenses such as electricity, water, internet/fiber, gas, and trash collection. +* **Vehicle Records**: All documents related to transportation, including vehicle titles, registrations, and maintenance/repair logs. +* **Employment Records**: Personal career-related documents such as paystubs, tax forms (W-2), offer letters, and performance reviews. + +--- + +## 📦 Miscellaneous Support +*Reference materials and proof of purchase.* + +* **Receipts**: Proof-of-purchase for point-of-sale transactions, retail store slips, restaurant tabs, or travel-related expenses. +* **Warranties and Manuals**: Product registration cards, warranty period confirmations, and instructional manuals for appliances or IT hardware. + +--- +*Created for Paperless-ngx Organization System* \ No newline at end of file