Community Events

• Bank statements/cancelled checks – 6 years
• Birth certificates – Permanent 
• Cancelled stock and bond certificates – 7 years
• Correspondence – legal and important matters – Permanent
• Credit card statements – 6 years
• Custody agreements – Permanent
• Death certificates – Permanent
• Divorce papers – Permanent
• Employement taxes for household employees – Permanent
• Home and home improvements – 7 years
• Insurance policies (expired) – 4 years
• IRA contributions – Permanent
• Marriage certificates – Permanent
• Retirement and pension records – Permanent

*Consult with your legal or financial advisor to confirm your specific needs.

• AR ledgers – 7 years
• GL final reports – Permanent
• Bank statements/cancelled checks – 7 years
• Cancelled checks for taxes – Permanent
• Capital stock and bond records – Permanent
• Contracts and leases expired – 7 years
• Deeds, mortgages, contracts, and leases – Permanent
• Depreciation schedules – Permanent
• Employment applications – 3 years
• Employment taxes (records and returns) – Permanent
• Financial statements-year end – Permanent
• General ledger – Permanent
• General correspondence – 3 years
• Insurance policies (expired) 4 years
• Internal audit reports, working papers – 3 years
• Invoices to customers, from vendors – 7 years
• Journal vouchers – 7 years
• Miscellaneous internal reports – 3 years
• Board minutes – Permanent
• Notes receivable – 7 years
• Patents, Trademarks – Permanent
• Payroll records, time cards – 7 years
• Personnel files (terminated) – 7 years
• Petty cash vouchers – 3 years
• Physical inventory tags – 3 years
• Purchase orders – 7 years
• Requisitions – 1 year
• Sales records – 7 years
• Subsidiary GL ledgers – 7 years
• Tax returns and worksheets – Permanent

**Consult with your legal, financial, HR department and records manager to confirm your specific needs and requirements.