How Long To Keep Important Financial Documents– And a Free Printable

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Have you ever wondered how long to keep important financial documents such as receipts, bank statements, and credit card bills? If you’ve got a big box of papers that you don’t know whether they’re important or not, you’re not alone! Here is a quick method to use for an organized system of keeping receipts for the recommended amount of time. Use this printable in your office and reference it when you organize your papers.

It’s important to remember that the IRS recommends keeping tax-related documents for at least six years. An audit can be performed up to six years after filing if an error is suspected, and you’ll want proof of your purchases if that happens.

Download the printable version here.


Ben Sutton

Ben Sutton

Ben Sutton is the founder of Mazuma USA, an accounting firm providing tax, bookkeeping and payroll services to small businesses. Since founding Mazuma, Ben has established himself as an expert in the small business world. He’s still driven by that same desire to provide accounting help to all small businesses – from photographers, bloggers and creatives to lawyers, doctors, and dentists, everyone needs affordable accounting help. Ben is a Certified Public Accountant, and a member of the American Institute of Certified Public Accountants. But Ben considers his greatest achievement and credential to be his happy wife and four children.

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