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New year V.S. old documents.

Started by , Jan 24 2019 04:44 PM
2 Replies

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.

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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

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

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