Fox Cities Records Services
2215 West Nordale Drive
Appleton, WI 54914
(920) 954-0595
(866) 954-0595
Fax: (920) 734-7610
contactus@fcrs.net
| These retention periods are offered as a guideline. Have your company attorney approve your records retentention policy. |
|
| Accident reports/claims (settled cases) - | 7 years |
| Accounts payable ledgers - | Permanent |
| Accounts receivable ledgers - | 10 years |
| Audit reports - | Permanent |
| Balance sheets - | Permanent |
| Bank reconciliations - | 8 years |
| Bank statements - | 8 years |
| Bonds: Registered - | Permanent |
| Capital stock and bond records - | Permanent |
| Cash books - | Permanent |
| Charts of accounts - | Permanent |
| Checks, cancelled (for important payments) - | Permanent |
| Checks, paid & cancelled - | 9 years |
| Contracts, mortgages, notes, leases - expired - | 7 years |
| Contracts, mortgages, notes, leases - active - | Permanent |
| Correspondence - | 2 years |
| Correspondence - legal and important - | Permanent |
| Deeds, mortgages, bills of sale - | Permanent |
| Depreciation schedules - | Permanent |
| Deposit slips, duplicates - | 2 years |
| Employment applications - | 3 years |
| Expense reports - | 7 years |
| Financial statements - | Permanent |
| Garnishments - | 7 years |
| General ledgers - | Permanent |
| Insurance policies - expired - | 3 years |
| Insurance records - | Permanent |
| Internal audit reports - | 3 years |
| Internal reports - | 3 years |
| Inventories - | 7 years |
| Invoices - | 7 years |
| Journals - | Permanent |
| Labor cost records - | 3 years |
| Minute books of directors, stockholders, bylaws, charter - | Permanent |
| Notes receivable ledgers and schedules - | 7 years |
| Option records - expired - | 7 years |
| Patents and related papers - | Permanent |
| Payroll records and summaries - | 7 years |
| Personnel files - terminated - | 7 years |
| Petty cash records - | 3 years |
| Physical inventory tags - | 3 years |
| Plant cost ledgers - | 7 years |
| Property appraisals - | Permanent |
| Property records - | Permanent |
| Purchase orders - | 7 years |
| Receiving sheets - | 1 year |
| Requisitions - | 1 year |
| Retirement and pension records - | Permanent |
| Sales commision reports - | 3 years |
| Sales records - | 7 years |
| Scrap and salvage records - | 7 years |
| Stenographers' notebooks - | 1 year |
| Stock ledger - | Permanent |
| Subsidiary ledgers - | 7 years |
| Tax returns and worksheets - | Permanent |
| Time books/cards - | 7 years |
| Trademark registrations and copyrights - | Permanent |
| Training manuals - | Permanent |
| Trial balance sheets - | Permanent |
| Union agreements - | Permanent |
| Vouchers for payments - | 7 years |
| Withholding tax statements - | 7 years |