Skip to content

Records Retention

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary<.

How Long Do We Need To Keep Our Files?

We have typed up a recommended list for your reference: Records Retention<

Learn More...

Know Your State & Federal Green Tax Incentives

When looking for new appliances or planning changes to your home or business, it pays to know the available tax incentives before you finalize your purchase. 

Salesmen or contractors may know of rebates, and can point you in the right direction, but often zealously push a credit you may not qualify for or one that may no longer exist. 

Learn More...

Records Retention Guidelines

Permanent File:<

• Audit reports
• Cap, stock & bond records: ledger transfer registers, stubs showing issues, record of interest coupons options, etc
• Cash books
• Charts of accounts
• Checks (canceled for important payments i.e. taxes, purchases of property special contracts, etc. checks should be filed with the papers pertaining to the underlying transaction)
• Contracts, mortgages, notes & leases (While Active)
• Correspondence (legal & important matters only)
• Deeds, mortgages, and bill of sale
• Depreciation schedules
• Financial statements (year-end, other optional)
• General/private ledgers, year-end trial balance
• Insurance records, current accident reports, claims, policies, etc.
• Journals
• Minute books of directors, stockholders bylaws & charter

Learn More...
Syndicate content