Financial Record Retention

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Bethuel-p40
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Financial Record Retention

Postby Bethuel-p40 » Sun May 24, 2009 9:05 pm

Does anyone know how long it is suggested that a unit retain financial records? Stake & Ward units. Gracias!

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aebrown
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Postby aebrown » Sun May 24, 2009 9:09 pm

Bethuel wrote:Does anyone know how long it is suggested that a unit retain financial records? Stake & Ward units. Gracias!


The length of time varies by country and even by record type. See the wiki article Record Retention for some detail, but if you're outside the US & Canada, you should consult your administration office.

Bethuel-p40
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Postby Bethuel-p40 » Sun May 24, 2009 9:15 pm

Alan_Brown wrote:The length of time varies by country and even by record type. See the wiki article Record Retention for some detail, but if you're outside the US & Canada, you should consult your administration office.


Thanks. I'm in the US, I bet the "Gracias" threw you a bit. So 3 years for financial records.

crislapi
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Location: USA

Postby crislapi » Sun May 24, 2009 10:17 pm

See this post for an attached policy statement.


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