Level 3

tax returns retained

Forum|Forum|5 years ago
January 4, 2021
3 replies
3 views

I realize this may not be a very important tax question to some, but it is to me! I have a very small apartment, and even smaller office. Can you tell me how long I have to keep my paper returns? I appreciate any advice, because I am starting to sleep standing up, and my Bulldogge is sleeping on top of the filing cabinet! LOL

Seriously, I would appreciate what help you can give me. Thanks so much! Looking forward to a new season!! Blessings to all!!!

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Level 15

See if this helps.

Form 8867 - Document Retention Requirements for Paid Preparers – Support (taxslayerpro.com)

Not enough room for you and the dog on top of the filing cabinet?

Slava Ukraini!

Intuit Community Champion

Intuit Community Champion

The requirement is in circular 230.

Think about printing to pdf and saving in client folders. Same for client documentation; w2's etc. They take up a whole lot less space that way.

If at first you don’t succeed…..find a workaround

Level 15

A professional tax preparer should comply with IRS regulations:

https://www.irs.gov/tax-professionals/information-for-tax-professionals

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