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Keeping old records

Deceased clients and past clients

Just wondered whether I still need to keep my paper records of tax returns, accounts, calculations and identification records for the statutory period for deceased and past clients who I no longer have.  An accountant colleague has told me that just the last 2 years would be ok. And, then as time goes on anything over 2 years old can be shredded.  Also I tend to have quite a bit stored on USB and pc - likewise for this too.      Any thoughts on this please?  Many thanks. 

 

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16th Jan 2018 18:26

I keep 7 years for everything and shred a year each year, regardless of whether or not the client is still breathing!

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16th Jan 2018 20:33

I concur. Six years, plus one. Then you can breath!

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17th Jan 2018 09:16

Thank you for your replies and confirmations.

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17th Jan 2018 12:01

In the dim and distant past, I did some work that was investment business related. I keep those files for ever!

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