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01. Start with a blank Document retention policy Canada Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Document retention policy Canada Form in seconds via email or a link. You can also download it, export it, or print it out.

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Step 1: Access DocHub to build your Document retention policy Canada Form.

Begin by accessing your DocHub account. Utilize the pro DocHub functionality at no cost for 30 days.

Step 2: Navigate to the dashboard.

Once signed in, go to the DocHub dashboard. This is where you'll build your forms and manage your document workflow.

Step 3: Create the Document retention policy Canada Form.

Hit New Document and choose Create Blank Document to be taken to the form builder.

Step 4: Set up the form layout.

Use the DocHub tools to add and arrange form fields like text areas, signature boxes, images, and others to your form.

Step 5: Insert text and titles.

Add needed text, such as questions or instructions, using the text field to lead the users in your form.

Step 6: Configure field properties.

Alter the properties of each field, such as making them required or arranging them according to the data you plan to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Document retention policy Canada Form, make a final review of your form. Then, save the form within DocHub, transfer it to your preferred location, or share it via a link or email.

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Keeping records. As an employer, you must keep employment and payroll records for each employee for at least 36 months. When employment ends, you must also keep the employees records for another 36 months.
Keeping business documents such as tax records, pay stubs, and other supporting documents is important. Business owners should hold on to most documents for a period of 6-7 years in compliance with the Canada Revenue Agency (CRA) standards.
Generally, you must keep all required records and supporting documents for a period of six years from the end of the last tax year they relate to. The tax year: is the fiscal period for corporations. is the calendar year for individuals.
Six Key Steps to Developing a Record Retention Policy STEP 1: Identify Types of Records Media. STEP 2: Identify Business Needs for Records Appropriate Retention Periods. STEP 3: Addressing Creation, Distribution, Storage Retrieval of Documents. STEP 4: Destruction of Documents. STEP 5: Documentation Implementation.
Are records retained for at least the minimum period required by law? Type of RecordMinimum Retention Period Employee Exposure Records (toxic substances) 30 years Employee Medical Records Duration of employment plus 30 years8 more rows
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Related Q&A to Document retention policy Canada Form

Often, employers will use a 7-year rule for purging terminated employee files as this typically covers state and federal statutes of limitations; although shorter retention periods may suffice for some records such as I-9 forms and longer periods may apply to other records such as OSHA exposure records.

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