Ralph Better <[log in to unmask]> wrote:
"...It seems that we have migrated from the initial premise.... When you research your retention requirements I suggest that you apply current retention requirements as far back in the legacy records as you can...If the laws governing a specific series has changed within the lifespan of the series make a break where the law change..."
Ralph, you are indeed correct that we (in our enthusiasm) have strayed from the initial question. However, the strategy outlined - by you, and others - is the same, either for updating an existing schedule when the law changes; or for determining appropriate retention of legacy records.
ie We need to research the legal requirements for the period covered by the records (past, present, future) - not just the laws currently in effect at the time the schedule is prepared.
A good reminder for us all.
Best regards
Sonya
Sonya Sherman
Cayman Islands
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