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Category Archives: Record Retention

Record Retention – Personal Documents

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To Keep For 3 Years Credit Card Statements Medical Bills (in case of insurance disputes) Utility Records Expired Insurance Policies To Keep For 7 Years Supporting Documents For Tax Returns Accident Reports and Claim Medical Bills (if tax-related) Sales Receipts Wage Garnishments Other Tax-related bills To Keep Forever CPA Audit Reports Legal Records Important Correspondence […]

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Record Retention – Business Documents

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Record Keeping is important for every small business owner. It helps to have records easily found when filing papers for licenses, completing insurance audit forms, completing paperwork for human resource or payroll issues. You will save time and money if you have your records in order. Fines and penalties can be a costly incentive to […]

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