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Sample Document Retention and Destruction Policy <br /> Accounts payable ledgers and schedules 7 years <br /> Audit reports Permanently <br /> Bank reconciliations 2 years <br /> Bank statements 3 years <br /> Checks (for important payments and purchases) Permanently <br /> Contracts, mortgages, notes, and leases (expired) 7 years <br /> Contracts (still in effect) Contract period <br /> Correspondence (general) 2 years <br /> Correspondence(legal and important matters) Permanently <br /> Correspondence(with customers and vendors) 2 years <br /> Deeds, mortgages, and bills of sale Permanently <br /> Depreciation schedules Permanently <br /> Duplicate deposit slips 2 years <br /> Employment applications 3 years <br /> Expense analyses/expense distribution schedules 7 years <br /> Year-end financial statements Permanently <br /> Insurance records, current accident reports, claims, Permanently <br /> policies, and so on (active and expired) <br /> Internal audit reports 3 years <br /> Inventory records for products, materials, and 3 years <br /> supplies <br /> Invoices (to customers, from vendors) 7 years <br /> Minute books, bylaws, and charter Permanently <br /> Patents and related papers Permanently <br /> Payroll records and summaries 7 years <br /> Personnel files (terminated employees) 7 years <br /> Retirement and pension records Permanently <br /> Tax returns and worksheets Permanently <br /> Timesheets 7 years <br /> Trademark registrations and copyrights Permanently <br /> Copyright 02010.AICFA Inc All Rights Reserved 67_ <br /> Permission is granted to download the tools and tailor or customize for internal use. <br />