RECMGMT-L Archives

Records Management

RECMGMT-L@LISTSERV.IGGURU.US
Options: Use Forum View

Use Monospaced Font
Show Text Part by Default
Condense Mail Headers

Message: [<< First] [< Prev] [Next >] [Last >>]
Topic: [<< First] [< Prev] [Next >] [Last >>]
Author: [<< First] [< Prev] [Next >] [Last >>]

Print Reply
Sender:
Records Management Program <[log in to unmask]>
Date:
Wed, 1 Nov 2006 12:47:44 -0800
Reply-To:
Records Management Program <[log in to unmask]>
Subject:
Tax Records Question
MIME-Version:
1.0
Content-Transfer-Encoding:
7bit
Content-Type:
text/plain; charset="us-ascii"
From:
bobd <[log in to unmask]>
Comments:
RFC822 error: <W> MESSAGE-ID field duplicated. Last occurrence was retained.
Parts/Attachments:
text/plain (29 lines) 
An individual, not a client, not on the list, asked me how long an
accounting firm is obligated to retain tax records prepared for clients.
Since the client was furnished a copy and the federal government got a copy
the retention of the client's copy by an accounting firm would seem to me to
be the current year, plus 6 years, to insure the statue of limitations are
met.  They would of course be required to establish a new date if the IRS
found fault and questioned the return.  

 

Can anyone have a legal citation for something besides the IRS legal
requirements?  

 

Bob Dalton, CRM

Dalton Consulting

1-253-229-4555

[log in to unmask]

 


List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance

ATOM RSS1 RSS2