Tool 16 · Offices
Records retention schedule builder.
List your record types, how long you keep each and where they live. Set the periods with your attorney or CPA, then print the schedule for your office.
| Record type | Keep for | Where it is stored | Responsible | |
|---|---|---|---|---|
Retention periods depend on the record and the law that applies. Confirm each period with your attorney or CPA.
Estimates and aids for planning only. They are not legal, tax, accounting or financial advice.
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