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
SALES
RECORDS

Customer orders
Customer complaints
Nominal and private
ledgers
Sales ledger
Sales invoices / credit notes
Customer file
Delivery documents

3-6 years
Not less than 3 months
10 years

10 years
6 years
6 years after last entry
Current plus two years

Commercial
Commercial
Legal

Legal
Legal
Legal
Audit

 

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.