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 ...

Record retention refers to the storage of records no longer active.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, ...

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 ...

Electronic documents will be retained as if they were paper documents. Therefore, any electronic files, including records of donations made online, that fall into one of the document types on the ...

While diving into your piles and files to finish your tax return, you might as well get everything in order. What do you really need to keep and what can you shred? The truth is, there is no ...

Retention of sponsored project expense documentation is important, especially in the event of an audit. If a sponsored project is audited and supporting expense documentation cannot be provided to the ...

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 ...

Miami University is required to retain documents until they have met their required retention period according to the University's Records Retention, Electronic Records and Signatures policy. In order ...

Question: I am a very recent widower and will soon be moving into an assisted living facility. I am trying to dispose of our old paperwork. Most of the paperwork consists of house bills, personal tax ...

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 ...

Departments and schools must maintain copies of all documentation related to purchases, in accordance with the University record retention guidelines. Procurement and Payment Services reserves the ...