Tax Center: Record Retention Guide: Business Documents: 3 Years

Business Documents To Keep For Three Years

  • Bank Statements and Reconciliation's

  • Employee Personnel Records (after termination)

  • Employment Applications

  • Expired Insurance Policies

  • General Correspondence

  • Internal Audit Reports

  • Internal Reports

  • Petty Cash Vouchers

  • Physical Inventory Tags

  • Savings Bond Registration Records of Employees

  • Time Cards For Hourly Employees


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  NUMBER OF YEARS TO KEEP RECORDS

  BUSINESS

PERSONAL

  1 Year

1 Year

  3 Years

3 Years

  6 Years

6 Years

  Forever

Forever

  Special Circumstances


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