National Recycling Logo Recycling Image

      National Recycling, Inc
      19009 Hwy 392
      Lucerne, CO 80646
      970-353-2571
          337 Hickory Street
          Fort Collins, CO 80524
          970-493-7478
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Records Retention Schedule

Every year:
  • Bank Statements
  • Correspondences (routine)
  • Purchase Orders
Every 3 years:
  • Correspondence (general business)
  • Insurance Policies
  • Employee Personnel records (after termination)
  • Employment Applications
  • Purchase Orders (purchasing department copies)
Every 7 years:
  • Accounts payable and receivable ledgers
  • Audit records
  • Cancelled checks
  • Contracts and leases (after expiration)
  • Employment Applications
  • Invoices to customers
  • Invoices from vendors
  • Notes receivable ledgers and schedules
  • Option records (expired)
  • Payroll records and summaries
  • Safety records
  • Sales records
  • Stocks and bond certificates
Permanently:
  • Cancelled checks (important payments)
  • Capital Stock records
  • Contracts and leases (current)
  • Correspondence (legal)
  • Deeds, mortgages, bill of sales
  • Depreciation schedules
  • Financial Statements
  • Insurance records
  • IRA and Keogh plan records
  • Minute records of directors and stockholders
  • Property appraisals
  • Tax returns (relating to income liability)
  • Trade Mark registrations

Consult with your CPA or Financial Advisor
This schedule provides only general guidelines. Consult with your CPA or financial advisor to creatre a retention and document destruction schedule for your company.