Finance Records

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
edwinslade
New Member
Posts: 13
Joined: Sun May 22, 2011 12:51 pm

Finance Records

Postby edwinslade » Sun May 22, 2011 1:47 pm

How long are we required to keep finance records?

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Mikerowaved
Community Moderators
Posts: 3131
Joined: Sun Dec 23, 2007 12:56 am
Location: Layton, UT

Postby Mikerowaved » Sun May 22, 2011 1:54 pm

It depends on the area you live in. Information on this can be found in the WIKI.
So we can better help you, please edit your Profile to include your general location.

edwinslade
New Member
Posts: 13
Joined: Sun May 22, 2011 12:51 pm

Postby edwinslade » Sun May 22, 2011 2:15 pm

I live in Arzona,and everytime I have a aduit I ask but no one has the answer.
Thanks

russellhltn
Community Administrator
Posts: 20726
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Postby russellhltn » Sun May 22, 2011 2:34 pm

In the US it's 3 years plus current.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

carlscpa
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Posts: 39
Joined: Sun Mar 30, 2008 4:52 pm
Location: CA USA

Postby carlscpa » Sun May 22, 2011 5:31 pm

In the USA records should be kept for the current year plus the 3 prior years.

allenjpl
Member
Posts: 294
Joined: Wed Apr 08, 2009 8:26 am
Location: Las Vegas, NV, USA

Postby allenjpl » Sun May 22, 2011 10:48 pm

The Wiki links to the Record Retention guide:

https://tech.lds.org/wikildstech/images/b/b8/Use_and_Retention_of_Records_and_Reports%E2%80%94Ward_or_Branch_US_Canada_06499_000.pdf

Three years + current year. So you can shred anything to do with anything before 2008.

edwinslade
New Member
Posts: 13
Joined: Sun May 22, 2011 12:51 pm

Postby edwinslade » Mon May 23, 2011 12:14 pm

Cool thanks for all your help.
Ed


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