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I am moving from ProSeries to ProConnect so I need to back up my older clients as a PDF. How long do I have to keep my clients files if they're no longer a client?

chapguy19
Level 4
 
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3 Comments 3
abctax55
Level 15

Depends on the State.  

I keep seven years (from date of filing, including extensions).  YMMV

HumanKind... Be Both
IRonMaN
Level 15

I also keep 7 years.  I don't recall the reason why I picked 7, but maybe it was just because 7 is a lucky number.


Slava Ukraini!
abctax55
Level 15

As opposed to 'one is the loneliest number' 😉

I do seven because of CA requirements (of course, CA is a P.I.T.A.)

 

HumanKind... Be Both