Financial Record Storage Guidelines Template

This financial record storage guidelines template has 1 pages and is a MS Word file type listed under our finance & accounting documents.

Sample of our financial record storage guidelines template:

FINANCIAL RECORDS STORAGE GUIDELINES Record Type Keep for Income tax reports, protests, court briefs, appeal Indefinitely Annual financial statements Indefinitely Monthly financial statements 3 years Books of account, such as the general ledger Indefinitely Subledgers 3 years Canceled, payroll and dividend checks 6 years Income tax payment checks Indefinitely Bank reconciliations, voided checks, check stubs and register tapes 6 years Sales records such as invoices, monthly statements, remittance advisories, shipping papers, bills of lading and customers’ purchase order