Call Firm NowPhone: 973-323-2930Fax: 973-731-1467
100 Executive Drive, Suite 330 West Orange NJ 07052 U.S.A. Essex Co. View Map

Documents to Keep


DOCUMENTS TO KEEP

SUGGESTED RETENTION PERIODS



Settled accident claims...............................7 years

Bank Statements and Reconciliations...........9 years

Canceled checks for standard transactions....7 years

Canceled checks for key payments (taxes,

 purchases of property, special

 contracts).................................................permanent

Contracts and leases in effect..................... permanent

Corporate minute books for directors and

 stockholders............................................ permanent

Business correspondence...........................3 years

Capital stock and bond records...................permanent

Deeds, mortgages and bills of sale..............permanent

Employee personnel records (after

 termination)..............................................3 years

Employment applications...........................3 years

General and private ledgers........................permanent

Insurance policies (expired)........................3 years

Invoices from vendors.................................7 years

Property record.........................................permanent

Tax returns, worksheets and related

 documents..............................................permanent

Time books...............................................7 years

Trademark registrations.............................permanent


Office Hours

  Monday ~ Friday
9:00 AM ~ 5:30 PM

- - - - - - - - - - - - - - -

Service Offerings
A Note to Our Friends
Documents to Keep
Links

Areas Of Practice

  • Estate Planning and Administration
  • Wills and Trusts
  • ERISA
  • Pension Planning and Administration
  • Business Succession Planning
More

This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Hauptman & Richmond website is powered by LexisNexis® Martindale-Hubbell®. || Sitemap