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Accident Reports/claims (settled cases)...................................7 years
Accounts payable ledgers and schedules...............................7 years
Accounts receivable ledgers and schedules...........................7 years
Audit reports....................................................................Permanently
Bank reconciliation...................................................................2 years
Bank statements........................................................................3 years
Capital stock and bond records: ledgers, transfer registers, stubs showing issues, record of interest coupons, etc.............Permanently
Cash books.......................................................................Permanently
Chart of Accounts............................................................Permanently
Checks (cancelled)...................................................................7 years
Checks (cancelled for important payments i.e. taxes, purchases of property, special contracts, etc.  Checks should be filed with the papers pertaining to the underlying transaction)...........Permanently
Contracts, mortgages, notes and leases (expired)...................7 years
                                                                  (still in effect)...Permanently
Correspondence (general)........................................................2 years
Correspondence (legal and important matters only).....Permanently
Correspondence (routine) with customers customers and/or vendors....2 years
Deeds, mortgages, and bills of sale.................................Permanently
Depreciation schedules...................................................Permanently
Duplicate deposit slips..............................................................2 years
Employment applications.........................................................3 years
Expenses analyses/expense distribution schedule..................7 years
Financial statements (year-end, other optional).............Permanently
Garnishments............................................................................7 years
General/private ledgers, year-end trial balance.............Permanently
Insurance policies (expired).....................................................3 years
Insurance records, current accident reports claims, policies, etc...Permanently

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6155 Almaden Expressway, Suite 350, San Jose, CA 95120
 Telephone: 408-997-9212 ~ Fax: 408-997-9228