The beginning of the year is a great time to establish a document retention policy if you don’t already have one in place.
While there are specific documents that business owners are required to retain, including tax, legal and personnel records, rules vary for other types of documents. Below are general guidelines, as there may be reasons, whether they be legal or otherwise, that you might be required to keep certain records longer. This list is not intended to be a complete listing for all your records that you should retain. Please consult a Janover professional for specific time to maintain your records.