Useful Document Storage Information
Listed below are the retention schedules for a range of business records. The categories included are
Admin ~ Company ~ Employment ~ Financial ~ Health & Safety ~ Insurance ~ Legal ~ Pensions ~ Sales Records ~ Transport
Archive Retention Schedule
| Archive category |
Specific archive type | Retention period | Reason for retention |
| ADMIN | Goods in/out record book Stock adjustment sheets Inventories |
Current plus 6 years 2 years Until superseded and a new inventory has been audited |
Legal Audit Commercial |
| Asset registers Contractor timesheets |
Current plus six years 1 year after transfer to accounting systems unless required for VAT / tax purposes |
Commercial Commercial/legal |
|
| Copy purchase orders Copy correspondence Correspondence files Complaints |
3 years after original sent for payment 3 years after date of correspondence 3-6 years 3 years |
Commercial Commercial Commercial Commercial |
Please note
All material on this website is based on the working practices of
Ardington Archives and is intended for guidance purposes only.
While every reasonable effort has been made to verify the accuracy
of the information provided, no liability can be accepted in respect
of any errors or discrepancies and the content of the website is
not intended to be relied upon for legal purposes.
