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Document Retention Schedule

A Guide to Help Determine How Long to Keep Important Documents

 
The Retention Schedule was determined by a nationwide survey of record retention schedules recommended by leading authorities on records storage and by the practices of businesses with established procedures. This schedule reflects standard business practices.


Please Note

A word of caution: Although much study has gone into the preparation of this schedule, the retention periods shown are not offered as final authority, but as guideposts against which to check your company needs. Statutes of limitations for your state, as well as regulations of government agencies pertaining to your business must be considered. Because state retention statutes vary widely on tax, unemployment, and workers' compensation records, check with your CPA or attorney to approve your records retention timetable in its final form. Also, there may be very good reasons to keep records longer than legally required, for historical reference perhaps

The Schedule is available for DOWNLOAD HERE

Since the U.S. Government Printing Office is no longer offering this publication on-line please use the following links for further assistance:

United States Government Printing Office, Superintendent of Documents

National Archives and Records Administration


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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