Financial Record Retention

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Bethuel-p40
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Joined: Sun Jun 22, 2008 10:08 am

Financial Record Retention

Post by Bethuel-p40 »

Does anyone know how long it is suggested that a unit retain financial records? Stake & Ward units. Gracias!
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aebrown
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Joined: Tue Nov 27, 2007 8:48 pm
Location: Draper, Utah

Post by aebrown »

Bethuel wrote:Does anyone know how long it is suggested that a unit retain financial records? Stake & Ward units. Gracias!
The length of time varies by country and even by record type. See the wiki article Record Retention for some detail, but if you're outside the US & Canada, you should consult your administration office.
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Bethuel-p40
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Post by Bethuel-p40 »

Alan_Brown wrote:The length of time varies by country and even by record type. See the wiki article Record Retention for some detail, but if you're outside the US & Canada, you should consult your administration office.
Thanks. I'm in the US, I bet the "Gracias" threw you a bit. So 3 years for financial records.
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crislapi
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Joined: Mon Jul 07, 2008 4:05 pm
Location: USA

Post by crislapi »

See this post for an attached policy statement.
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