Q&A

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?
- StepneyJen

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.
- Craig
Links in this post:

record retention rules for PTOs and PTAs: https:/classic.ptotoday.com//filesharing/document/1030-pto-record-retention-rules