Below is the  Financial Record Storage Guidelinestemplate body. If necessary, please put the personal information, company information, such as text to replace the specific content you need. you can download the .doc template file on the end of the article by click download link. 


FINANCIAL RECORDS STORAGE GUIDELINES





Record Type
Keep for

  Income tax reports, protests, court briefs, appeal
  Indefinitely

  Annual financial statements
  Indefinitely

  Monthly financial statements
  3 years

  Books of account, such as the general ledger
  Indefinitely

  Subledgers
  3 years

  Canceled, payroll and dividend checks
  6 years

  Income tax payment checks
  Indefinitely

  Bank reconciliations, voided checks, check stubs and register tapes
  6 years

  Sales records such as invoices, monthly statements, remittance
  advisories, shipping papers, bills of lading and customers
  purchase orders
  6 years

  Purchase records, including purchase orders and payment vouchers
  6 years

  Travel and entertainment records, including account books, diaries
  and expense statements and receipts
  6 years

  Documents substantiating fixed-asset additions, depreciation
  policies and salvage values assigned to assets
  Indefinitely

  Personnel and payroll records, such as payments and reports
  to taxing authorities, including federal income tax
  withholding, FICA contributions, unemployment taxes and
  workers compensation insurance
  6 years

  Corporate documents, including certificates of incorporation,
  corporate charter, constitution and bylaws, deeds and easements, stock,          
  stock transfer records, minutes of board of director meetings, retirement
  and pension records, labor contracts and license, patent, trademark and
  registration applications
  Indefinitely




click to download Financial Record Storage Guidelines template
                            

Other legal template form