Question: We are in the process of preparing to sell our home and want to trash as much of our old paperwork as possible. We have house bills, personal tax returns, and records from an old business ...

You've probably heard that you should hang onto your tax returns for three years. The truth is that tax record retention periods vary from three years to indefinitely depending on the types of ...

An employee submits a W-4 to an employer to set income tax withholding from earnings. The employer then keeps this form in the employee's personnel file. The Internal Revenue Service advises employees ...

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Record retention refers to the storage of records no longer active. Some records such as birth and marriage certificates, discharge papers from the armed services, naturalization papers, wills, ...

The Internal Revenue Service has published for the first time a list of current record-retention requirements for issuers of tax-exempt bonds. The requirements on the long-awaited list, which was ...

The University at Buffalo (UB, university) requires retention of university records, regardless of format, for specific periods of time in accordance with federal, state, and other legal and ...

Q: Aside from our personal tax returns, we also had a small home-based business until we retired a few years ago. What information should we retain and for how long? A: The following schedule details ...

An ongoing and frequent recent request is to assist clients with record retention guidelines and migrating from storing massive amounts of paper records to an electronic system. How to do this right ...