Question: Document Retention - Invoices, Reimbursement Requests

Hi, I found the VERY helpful document retention document in the files section, but I can't figure out how long to hold onto the reimbursement requests with all the receipts attached. Right now it seems to be forever and it is getting pretty bulky! Any ideas appreaciated.

Asked by bptak



Advice from PTO Today

Craig writes:
Unfortunately, you really need to hold on to them for seven years. Store them with your bank statements and other annual financial records.

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