Question: We are in the process of preparing to sell our home and want to trash as much of our old paperwork as possible. We have house bills, personal tax returns, and records from an old business ...

Paper, paper and still more paper! When can these documents be destroyed? We get questions about tax backup documentation from clients often. To assist you, we provide some ideas to carefully consider ...

Record retention refers to the storage of records no longer active. Some records such as birth and marriage certificates, discharge papers from the armed services, naturalization papers, wills, ...

Each department is responsible for determining how long to retain its records. The Office of the Registrar recommends following the guidelines set by SUNY and the American Association of Collegiate ...

Retention of sponsored project expense documentation is important, especially in the event of an audit. If a sponsored project is audited and supporting expense documentation cannot be provided to the ...

The University at Buffalo (UB, university) requires retention of university records, regardless of format, for specific periods of time in accordance with federal, state, and other legal and ...

Question: I am a very recent widower and will soon be moving into an assisted living facility. I am trying to dispose of our old paperwork. Most of the paperwork consists of house bills, personal tax ...

An ongoing and frequent recent request is to assist clients with record retention guidelines and migrating from storing massive amounts of paper records to an electronic system. How to do this right ...

Departments and schools must maintain copies of all documentation related to purchases, in accordance with the University record retention guidelines. Procurement and Payment Services reserves the ...