Paper Retention Guidelines Business Form
A guide to help you know what paper and records you need to keep!
Reduce paper clutter! Follow these paper retention guidelines to know what paper and records you need to keep and what paper and records you can shred or toss. These guidelines describe, in general terms, the paper and records you should keep for federal tax purposes (personal and business) and for your personal records.
Once you have sorted your paper and determined what you need to keep, you can set up a filing system to keep everything organized. Often an accordion file or small file box is sufficient. At the end of each year, pull out the papers you need to do your taxes and start a new system for the coming year.
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Your Instructor
Sarah Buckwalter is a Certified Professional Organizer® with over 25 years of experience in home, move and office organization. In January of 2000, she founded Organizing Boston. Organizing Boston is the largest professional organizing firm in New England and the winner of Best of Boston Home™, Best Professional Organizer.
Highly regarded and nationally recognized as an organizing industry expert, Sarah frequently lectures on organizing and business development. She has shared her organizing expertise in print and on dozens of news and television programs. Sarah has appeared several times on the hit television series, “Hoarding: Buried Alive” on TLC.
With a desire to share her experience with fellow organizers, Sarah created Organizing U . Organizing U offers professional organizer training programs, business coaching and an organizing directory.