Documents To Keep For At Least Three Years

• Personal Bank Statements and Cancelled Checks
• Personal Credit Card Statements

Documents To Keep For At Least Six Years

• Business Bank Statements and Cancelled Checks
• Business Credit Card Statements
• Payroll Records
• Inventories
• Invoices to Customers
• Mileage Logs
• Medical Records
• Supporting Documents for Tax Returns

Documents To Keep At Least Forever

• Audit Reports
• Corporate Documents
• Fixed Asset Documentation
• Depreciation Records
• Financial Statements (Year-End)
• Ledgers and Trial Balances
• Legal Records and Correspondence
• Minutes of Corporate Meetings
• Property Appraisals
• Property Records
• Tax Returns