Finance Records

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Post Reply
edwinslade
New Member
Posts: 13
Joined: Sun May 22, 2011 1:51 pm

Finance Records

#1

Post by edwinslade »

How long are we required to keep finance records?
User avatar
Mikerowaved
Community Moderators
Posts: 4734
Joined: Sun Dec 23, 2007 12:56 am
Location: Layton, UT

#2

Post by Mikerowaved »

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 1:51 pm

#3

Post by edwinslade »

I live in Arzona,and everytime I have a aduit I ask but no one has the answer.
Thanks
russellhltn
Community Administrator
Posts: 34418
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

#4

Post by russellhltn »

In the US it's 3 years plus current.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
carlscpa
New Member
Posts: 45
Joined: Sun Mar 30, 2008 5:52 pm
Location: CA USA

#5

Post by carlscpa »

In the USA records should be kept for the current year plus the 3 prior years.
allenjpl
Member
Posts: 341
Joined: Wed Apr 08, 2009 9:26 am
Location: Las Vegas, NV, USA

#6

Post by allenjpl »

The Wiki links to the Record Retention guide:

https://tech.lds.org/wikildstech/images ... 99_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 1:51 pm

#7

Post by edwinslade »

Cool thanks for all your help.
Ed
Post Reply

Return to “Local Unit Finance”