Document filing

System
System Posts: 100,534 🤖 Admin 🤖
edited June 18 in AAT student discussion
How long do transaction documents and personnel documents have to be kept? Hope i don't sound too stupid asking, got an idea but want to be sure.

Comments

  • System
    System Posts: 100,534 🤖 Admin 🤖
    Document filing

    Hi.<BR><BR>How long do you think they need to be kept?<BR><BR>Scott.
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Document filing

    I thought it was six years for both, but just wandered if it may be longer for personnel documents?
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Document filing

    Hi.<BR><BR>I think you're correct - it should be 6 years for both.<BR><BR>Scott.
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Document filing

    Hi<BR><BR>Yes it's six years from the year end date for items which may need to be inspected for HM Customs & Excise or the Inland Revenue. These government bodies can only go this far back in checking information that is why they need to be kept.<BR><BR>Tracy
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