This due diligence form entails policies and procedures for the identification, retention, storage, protection and disposal of company records. This Records Retention Policy is intended to ensure that the company's records management policies adhere to customer, legal and business requirements and are conducted in a cost-efficient manner.
Oregon Records Retention Policy
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US-DD0717
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FAQ
How long the records must be kept? 200bFive years: counting from the date of submission of a return until the last day of the period. 200bA person required to submit a return but has not complied. 200bFive years: After the end of the five years period, indefinitely until the return is submitted.
You must keep the following records for 7 years:minutes of board and committee meetings.written communications with shareholders, including emails.resolutions.certificates issued by directors.copies of all financial statements.a record of the assets and liabilities of the company.
You can safely shred general correspondence, inventory logs and expired insurance policies after three years. Some records should be kept for seven years.
Records Retention Guideline #4: Keep everyday paperwork for 3 yearsMonthly financial statements.Credit card statements.Utility records.Employment applications (for businesses)Medical bills (in case of insurance disputes)
You need to keep most records for five years, starting from when you prepared or obtained the records, or completed the transactions (or acts they relate to), whichever is the later. You need to be able to show the ATO your records if they ask for them.
Records Retention Schedules are of two types, viz. Retention Schedule for Records pertaining to Facilitative Functions. Retention Schedule for Records pertaining to Substantive Functions.
Retention schedules are based on legal, fiscal, administrative, and historic value.Non-Departmental Retention Schedules.Community Justice Retention Schedules.Community Services Retention Schedules.County Assets Retention Schedules.County Human Services Retention Schedules.County Management Retention Schedules.More items...
Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
Retention schedules are based on legal, fiscal, administrative, and historic value.Non-Departmental Retention Schedules.Community Justice Retention Schedules.Community Services Retention Schedules.County Assets Retention Schedules.County Human Services Retention Schedules.County Management Retention Schedules.More items...
More info
Subject: Public Records Retention Schedule. Number: 142-105Procedure: The following schedule was compiled with reference to file retention.3 pages
Subject: Public Records Retention Schedule. Number: 142-105Procedure: The following schedule was compiled with reference to file retention. How will you manage your paper and electronic records in lieu of state and federal document retention standards? How long should our department ...Therefore, records created or maintained in electronic format must be retained in accordance with the minimum retention requirements presented in these ... Guidelines for Storage of Closed Records at the Records Center?Oregon State Archives Records Retention Schedules, May 2008-13. Public records laws in Oregon and the Oregon Public Records Law -- information, policy, and guidance for social media records compliance. To describe the records of an agency, organization, or administrative unit · To establish a timetable (retention period) for a record's life cycle, and provide ... Follow the same guidelines when evaluating whether to destroy electronic records. For additional guidance on closing client files, See the PLF practice aid ? ... This policy describes the types of files that contain employment records for administrators, the type of record and information typically contained in each file ... If you have any questions about specific recordkeeping requirements or state-specific record retention schedules, contact the department that ... Applying the Schedule ? In addition, you may view the General Records Retention Schedule for Oregon Community Colleges, Oregon Administrative Rules, ...