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Wednesday, July 6, 2016

Schedule of Record Retention

How long do I have to keep this?!  

We get that question all the time and we've collected a couple great links to help you de-clutter!  Unfortunately there's not an easy answer to the question, because it all depends on what kind of paperwork it is and retention periods can be anywhere from 1 year to indefinitely. 

The Montana Secretary of State can give you information related to business and tax forms submitted to the state.

The Internal Revenue Service offers information for small business and personal tax forms.

Bankrate has created a simple chart for all your personal finance documents.  

Don't forget that at Gardner & Billing CPAs we offer electronic storage solutions to help you go paperless!