Record Retention Guideline Chart

Should I Keep It or Can I Toss It?


With all those financial documents around cluttering up space (paper and electronic), it’s tempting to clean out and toss documents and files. The following guidelines will explain how long you are required to retain legal and financial documents. These are general-purpose records retention guidelines. If you have unusual or extenuating circumstances in your life/business please check with your accountant or attorney before pitching any important legal, business, or financial paperwork.

Click to review and print the Record Retention Guideline Chart
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