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!!!
This discussion has been locked. No new contributions can be made. You may start a new discussion here
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?
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.
A professional tax preparer should comply with IRS regulations:
https://www.irs.gov/tax-professionals/information-for-tax-professionals
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.