How long should certain records be retained? A Record Retention Guide

Apr 9, 2024 | Tax

Whether dealing with your personal tax records or more complex business-related financial documents, how long should records be retained? 
Record Retention

Retention guidelines vary widely depending on the type of documents being considered, and as increasingly more records are being kept digitally, the guidelines are expanding to include emails, PDF documents, tax software files and other formats.

Click on the link below to download The Record Retention Guide published by the Massachusetts Society of CPAs.

MSCPA Record Retention Guide

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