June 5, 2019
Do you have a backlog of paper in your home or business office? Between the daily mail, important paperwork and printed work product, it can be hard to decipher what to keep and what to shred.
These items have information you can find elsewhere -- or they have identifying information that is easy for hackers to scam.
• Sales receipts
• ATM receipts
• Credit card statements
• Paid utility bills
• Credit offers
• Cancelled checks
• Expired warranties
You might need this to refer back to within the calendar year.
• Pay stubs
• Bank statements
• Medical bills
If you haven’t needed these items for the past tax filings, it’s safe to shred after 7 years.
• Tax-related receipts
• Tax-related cancelled checks
• Records for tax deductions taken
These are extremely valuable identifying documents. Store them in a safe place.
• Birth certificates
• Social Security cards
• Citizenship papers
• Marriage licenses
• Adoption papers
• Death certificates
You might need some of these for a specific amount of time. Best to ask the experts.
• Auto titles
• Home deeds
• Disputed medical bills
• Home improvement receipts
• Mortgage documents
• Tax returns with carry-over info
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
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