Document Retention Policy Template for Tax Practitioners
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Document Retention Policy Template for Tax Practitioners

1 month ago · 95.8 KB Download

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It’s important for all tax practitioners to maintain a written document retention policy. A well-crafted and followed policy promotes efficiency, could assist the firm in the defense of a claim and establishes compliance with federal and state laws that dictate retention of documents.

Firms may need to consult with their liability insurance provider and/or legal counsel about their document retention policy.

Download and customize this template to document your firm’s policies.

Download the Document Retention Policy Template for Tax Practitioners

File name: retention-policy-template-for-tax-practitioners.docx

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