OHSU Records Retention Schedule 2025

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Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
Retention schedules establish guidelines regarding how long important information must remain accessible for future use or reference as well as when and how the data can be destroyed when it is no longer needed.
7 years: Any documents, accounts, books, writings, records or other information required to be retained, e.g. notices and minutes of all shareholders meetings, resolutions passed at meetings and documents made available to holders of securities. Copies of reports presented at the annual general meeting of the company.
A retention period (associated with a retention schedule or retention program) is an aspect of records and information management (RIM) and the records life cycle that identifies the duration of time for which the information should be maintained or retained, irrespective of format (paper, electronic, or other).
A Records Retention Schedule is a plan for the maintenance, storage, and eventual disposition (archival transfer or destruction) of the records included on it.

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0:35 3:53 And finally there are judicial retention schedules that cover the records of the courts.MoreAnd finally there are judicial retention schedules that cover the records of the courts.

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