Frequently Asked Questions
- Bank Statements and Cancelled Checks – 5 Years
- Check Registers – 5 Years
- Credit Card Statements – 5 Years
- Customer Invoices – 5 Years
- Accounts Payable Invoices – 5 Years
- Inventory Records – 4 Years
- Petty Cash Records – 4 Years
- Entertainment, Gift and Gratuity Records – 4 Years
- Excise Tax Reports – 5 Years
- General Ledger – 5 Years
- Employee Time Cards – 5 Years
- Employee Contracts (after termination) – 5 Years
- Employee Withholding Records – 5 Years
- Garnishments – 5 Years
- Payroll Checks – 5 Years
- Payroll Tax Reports and W-2s – 5 Years
- Personnel Terminations – 5 Years
- Income Tax Returns – Permanent
- Depreciation Schedules – 5 Years
- Property Tax Bills and Statements – 5 Years
- Investment Purchase Records (after sale) – 4 Years
- Annuity and Deferred Payment Plans – Permanent
- Contracts – Permanent
- Financial Statements – Permanent
- Lease and Property Records – Permanent
- Minutes and Corporate Stock Records – Permanent
- General Correspondence – 4 Years