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Record Retention Schedules

The following schedules show suggested record retention periods. You may download these schedules for your use.

Circular 230 Disclosure:
Additional issues may exist that could affect the federal tax treatment of the transaction or matter that is the subject of this advice and this advice does not provide a conclusion with respect to such issues. With respect to issues outside the limited scope of this advice, the advice was not written and cannot be used for penalty protection.

Record Retention Schedule for Businesses
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Record Retention Schedule for Individuals
download (59 KB)

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