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New year V.S. old documents.


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#1 MrHillman

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Posted 24 January 2019 - 04:44 PM

This is my first new year in this position. Should I remove last years docs and file them, start new year in binder? Or put a divider between 2018-2019 until audit? I don't have enough binders for two years.



#2 Scampi

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Posted 24 January 2019 - 05:01 PM

A divider works just fine..............or you could put them in expandable files and then into bankers boxes (2018 docs) then there at hand if needed but not in the way


Because we always have is never an appropriate response!


#3 SQFconsultant

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Posted 24 January 2019 - 06:15 PM

Most of our clients hold (thst are paperbased) 6 month look back as that covers 99.9% of audits.


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