Record Retention

Record Retention

Do you have a file cabinet overflowing with receipts and copies? Is there a drawer in your bedroom nightstand that is stuffed with old bank statements? We are all worried that we'll throw away something that we'll need later, but are not sure how long it is necessary to keep certain records.
 

Gray, Gray & Gray can help. We've prepared a simple guide to record retention for both business and personal records. These guides don't cover every eventuality - you should always check with us if you have any question about the need to retain a document. But they do provide a good basis for cleaning out those overstuffed file cabinets and drawers!

You can download our Record Retention Guides by clicking below.
 

RECORD RETENTION GUIDE - BUSINESS 

RECORD RETENTION GUIDE - PERSONAL

Please know that these are partial lists. Should you require information on a specific item, we recommend The Record Retention Guide which was prepared by the Federal Taxation Committee of the Massachusetts Society of CPAs, Inc. It can be viewed by clicking here.