|
RETAIN FOR 1 YEAR
Bank reconciliations
Duplicate bank deposit tickets
Purchase orders (not purchasing dept copy)
Receiving sheets
Requisitions
Stenographers' notebooks
Stockroom withdrawal forms
RETAIN FOR 2 YEARS
Proxies for voting security holders
RETAIN FOR 3 YEARS
Correspondence (general)
Employee savings bond refistration records
Emloyment applications
RETAIN FOR 5 YEARS
Excise tassx xomputations
Internal audit reports
RETAIN FOR 7 YEARS
Accident reports and claims (settled cases)
Accounts payable and receivable ledgers &
schedule
Canceled checks (for unimportant payments)
Canceled stock & bond certificates
Contracts and leases (expireds)
Expense analysis & distribution schedules
Expres option records
Inventoried (of profects, materials & supplies)
Invoices (customer & vendor)
Noted receivable ledger & schedules
Expired option records
Inventories (of products, materials & supplies)
Invoices (customer & vendor)
Notes reeicable lefger & schedules
Payroll records & related documents (including
pensioners' payments)
Plant cost ledgers
Purchasing dept copy of purchase orders
Royalty computations
Sales records
Scrap & salvage redorder
Subsidiart lefgers
Time books
Vouchers for payment to vendors, employees &
related parties |
RETAIN PERMANENTLY
Accounts' audit reports
Bills of sale for important purchases
Canceled checks (for important payments)
Capital stock and bond records & other records
dealing with the firm's capital
structure
Cash books
Carts of accounts
Contracts & eases (major and/or current)
Correspondence (legal & important matters)
Credit history
Deeds & mortgages
Financial statements (year-end)
general & private ledgers
Insurance recrds
Journals
Minute books, bylaws & certificate of incorporation
Property appraisals
Property records
Tax returns (along with all related documents &
worksheets)
Trademark registrations | 
