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Records Retention

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How Long Do We Need To Keep Our Files?

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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.

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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)

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Main Office: 1634 Main Street Sarasota, Fl 34236 USA	Telephone: 800.433.4CPA 941.957.0775	Fax: 941.957.0778	Email:

Records Retention

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