Todd,

One thing I look at when scheduling supporting documentation is whether or not there is an audit involved. During audits in the areas under the accounting/payroll dept or HR, auditors may want to look at the supporting documentation used to compile the final reports, forms, or other documents. And so in those cases I give the supporting documentation the same retention as the final document.

Gary Link, CRM
Pittsburgh, PA
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>>
We provide annual/quarterly reports to different regulatory agencies, which 
often specify how long we must retain those reports. There are usually many 
departments providing information for these reports and in the process of 
providing this information those departments create a lot of "supporting 
documentation." I haven't done much research on this, but would the 
retention period for the final report also apply to "supporting documentation".

Any thoughts are appreciated.

Todd Johnson, CRM, ERMm
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