It's the new year -- time to clean out all of that old PAPERWORK that is clogging up your filing system. Financial records, old correspondence, client files, magazine clippings, kid's school papers -- there is so much to contend with. Some of it can go straight into the trash, and some of it should be ARCHIVED and stored out of the way. But how do you know which items to stash away in your basement, attic, or storage closet? And how long do you keep them? Most people function according to a fear that they will "need it again someday". So this month, we will focus on recordsRETENTION guidelines and techniques for archiving your files.
For FINANCIAL documents-- keep tax returns forever, keep supporting items for 6 years, and keep non-tax paperwork for 3 years. Please note that these are general guidelines -- check with your accountant and attorney before tossing anything.
You should have 3 filing "ZONES". Fingertip files are stored at your desk or work area. Active files are used regularly, but not daily -- store in a file drawer nearby. Archive files are rarely referred to -- store far away from your active work area.
If you don't have room for your archive files, use an OFFSITE records storage facility. They will catalog and safely store your paper, retrieve a document any time you need it -- and can destroy your records once they have outlived their usefulness.
What Is Your Time Worth?
Do You Need To Get Organized?
What Are You Doing To Get Organized?
The Latest Organizing Products
Get Organized Newsletter
Organized For A Living Newsletter
Association Of Records Managers And Administrators
Imaging Gets A Second Look
National Association For Information Destruction
Preserving Your Family's Papers
Professional Records And Information Services Management
Proper And Prudent Document Destruction
Protecting Historical Documents
Records Retention Guide For Businesses
Records Retention Rules
Selecting An Offsite Commercial Record Center
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