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Records Retention Schedule The following schedule is intended as a guideline. Each client should consult with their attorney or accountant regarding which records must be retained and which may be disposed of. Certain businesses may be subject to special rules and regulations regarding records retention. Accident Reports 7 years Accounts Uncollectible 7 years Acquisitions Permanent Annual Reports Permanent Auditor Reports Permanent Bank Reconciliations 6 years Band Statements 6 years Bills of Lading 3 years Bonds, Cancelled Permanent Bonds, Sales or Transfer Permanent Bonds,. Surety 7 years By-Laws Permanent Cash Books Permanent Checks, Cancelled 10 years Checks, Cancelled Payroll 7 years Checks, Cancelled Petty Cash 7 years Claims, Closed 10 years Claims, Workers' Compensation 15 years Contracts, Government Permanent Contract, Non-Government 10 years Correspondence, General 5 years Correspondence, Legal 10 years Correspondence, Sales 3 years Deeds Permanent Dividend Records Permanent Easements Permanent Expense Records, Personnel 10 years Financial Statements Permanent Franchises Permanent Inventories, Plant & Fixtures Permanent Inventories, Property Permanent Invoices, Acct. Payable & Receivable 7 years Journal Entries Permanent Ledgers, Accounts Payable Permanent Ledgers, Accounts Receivable 10 years Ledgers, General Permanent Minutes Books, Directors Permanent Minutes Books, Executive Permanent Minutes Books, Stockholder Permanent Operating Reports 10 years Pension & Retirement Plans Permanent Price Lists Permanent Profit & Loss Statements Permanent Proxies 10 years Purchase Orders 6 years Capital Expenditures 10 years Registers, Accounts Receivable Permanent Registers, Bond Permanent Registers, Voucher 10 years Sales Bulletins Permanent Stock, Capital Permanent Stock Certificates, Cancelled 23 years Stockholder Lists Permanent Taxes, Excise 5 years Taxes, Federal Income Permanent Taxes, State Income Permanent Taxes, Property Permanent Taxes, Social Security Permanent Taxes, Withholding Certificates 10 years Trial Balances Permanent Vouchers, Capital Expenditures Permanent Vouchers, Payroll 15 years

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