Standard retention periods:
3 years: Tax returns and supporting documents (standard IRS audit period)
7 years:
– Payroll records
– Financial statements
– Records if claiming loss from worthless securities
– Records if you don’t report income you should have
Permanently (forever):
– Business formation documents
– Property records
– Loan documents
– Contracts
After closing business: Keep all records for 7 years minimum.
The IRS can typically audit 3 years back, but 6 years if you underreport income by 25%+. When in doubt, keep longer.


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