Document Retention Schedule Template
Establish and maintain a schedule for document retention requirements by document type and retention period.
How to use this template
Document types
List all document types maintained by finance and accounting including GL, invoices, reconciliations.
Determine retention period
Research and document the legal minimum retention period for each document type.
Establish destruction process
Define the process for secure destruction of documents after retention period expires.
Communicate to staff
Ensure accounting staff understand retention requirements and destruction process.
Execute destruction
Periodically destroy documents per schedule while retaining evidence of destruction.
Why use this template
- Ensures documents are retained per legal and regulatory requirements
- Reduces storage costs through timely destruction of unnecessary records
- Demonstrates compliance with document retention regulations
- Protects sensitive financial records from unauthorized access
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