Discussion:Record Retention
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| Revision as of 02:33, 23 July 2009 Trillium (Talk | contribs) (move current record retention Q to BG from tax forum) ← Previous diff |
Revision as of 09:17, 23 July 2009 DZCPA (Talk | contribs) (I do not keep an) Next diff → |
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| {{ForumReplyPost|UserID=Trillium|Date=23 July 2009|Text=There are several discussions on this in the Practice Management/Business Growth Forum - try these for starters: [http://www.taxalmanac.org/index.php/Special:Search?ns110=1&redirs=1&search=%22record+retention%22&searchx=Search record retention]. In a couple of minutes, I'll move this discussion over to that forum, too, as you're likely to get more input there from people interested in that kind of thing, rather than in the technical tax forum where this was originally posted.}} | {{ForumReplyPost|UserID=Trillium|Date=23 July 2009|Text=There are several discussions on this in the Practice Management/Business Growth Forum - try these for starters: [http://www.taxalmanac.org/index.php/Special:Search?ns110=1&redirs=1&search=%22record+retention%22&searchx=Search record retention]. In a couple of minutes, I'll move this discussion over to that forum, too, as you're likely to get more input there from people interested in that kind of thing, rather than in the technical tax forum where this was originally posted.}} | ||
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| + | {{ForumReplyPost|UserID=DZCPA|Date=23 July 2009|Text=I do not keep any of the customer records. They keep their own records for 4 years. I do copy and keep W-2, 1099 forms as required for E filing and their tax returns on a hard drive. I do not keep much paper.}} | ||
Revision as of 09:17, 23 July 2009
Discussion Forum Index --> Business Growth Community --> Record Retention
TaxAssociates (talk|edits) said: | 23 July 2009 |
| I'm going through my yearly shredding excersize; I'm trying to get a feel for how long others keep customer records. For some reason, I'm not comfortable with IRS's minimum guidelines. What's others opinions? | |
| 23 July 2009 | |
| There are several discussions on this in the Practice Management/Business Growth Forum - try these for starters: record retention. In a couple of minutes, I'll move this discussion over to that forum, too, as you're likely to get more input there from people interested in that kind of thing, rather than in the technical tax forum where this was originally posted. | |
| 23 July 2009 | |
| I do not keep any of the customer records. They keep their own records for 4 years. I do copy and keep W-2, 1099 forms as required for E filing and their tax returns on a hard drive. I do not keep much paper. | |
