WebNARA-approved records retention schedule. Here are some best practices for handling records in your program or office: ... You’ll also find free online lessons on how to … WebMar 17, 2024 · All personnel files and training records, including disciplinary, redundancy and sickness absence records – six years from when the person ceased to be employed …
Federal Record Retention Requirements - Society for Human …
WebFinancial records can include: invoices. receipts. cheques. books of prime entry. working papers and other financial documents. These records can be electronic, but they must be convertible into hard copy (for example: printed as paper copies). Even if your records are held by someone else (like your accountant or registered agent), you, as a ... WebThe rules for the record retention period are similar under the following legislations: the Income Tax Act; the Excise Tax Act (includes the GST/HST) the Employment Insurance … otp diagnostico
Record retention and disposition schedules - GOV.UK
WebApr 10, 2024 · Keep records for 3 years if situations (4), (5), and (6) below do not apply to you. Keep records for 3 years from the date you filed your original return or 2 years from … WebFeb 21, 2024 · A retention policy can contain both archive tags (tags that move items to the personal archive mailbox) and deletion tags (tags that delete items). A mailbox item can … WebRecord Retention Schedule for Individuals. It is important to keep your personal records for the purposes of tax return preparation, personal use, and emergency situations. Postlethwaite & Netterville has established this retention schedule for individuals to use that takes into account tax regulations. The retention periods are intended as a ... otp documentation