Question: How long do we need to keep financial records?

I just inherited treasurer boxes and they date back 20 2011. How long do we need to keep these records? Can I just save the tax returns and get rid of the rest?

Asked by StepneyJen



Advice from PTO Today

Craig writes:
How long you need to keep financial records varies depending on the type of record. Here's a link to a checklist in the File Exchange with record retention rules for PTOs and PTAs.

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