The Financial Record Retention Guide Template provides a guide to the typical business life of financial documents. FA1040-3 RECORD RETENTION GUIDELINES is useful because you are supposed to maintain all files for as long as is necessary and only to the extent they serve a useful purpose or satisfy business or legal requirements.
The retention periods provided are suggested with federal requirements in mind. Be sure to check with local and state authorities for specific record retention requirements. The file manager will be responsible for categorizing and maintaining a listing of records maintained and the location (i.e. by wall unit and shelf row number).
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