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What are the 4 categories of retained records?

Records typically fall into four categories: those securing property such as titles or shares; those that mark certain crucial events such as businesses incorporations; those used for assessing operations; and those collected or retained in compliance with government regulation.

What is a good record retention policy?

Document retention guidelines typically require businesses to store records for one, three or seven years. In some cases, you will need to keep the records forever. If youre unsure what to keep and what to shred, your accountant, lawyer and state record-keeping agency may provide guidance.

What records must be kept for 10 years?

You must be able to produce receipts, invoices, canceled checks or bank records that support all expense items. You should also keep sales slips, invoices or bank records to support all income items. These records should be retained for at least 10 years after they have expired.

What are the 4 categories of retained records?

Records typically fall into four categories: those securing property such as titles or shares; those that mark certain crucial events such as businesses incorporations; those used for assessing operations; and those collected or retained in compliance with government regulation.

What is an example of a retention period?

The retention period begins at a specific time depending on the type of record. For example, the retention period for a financial record starts on July 1 of the following year. For another example, the retention period for the records of an employment search begins on the date that the hiring decision is made.

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