Description
Archive the year's accounting records properly once the books are closed: each record type with its location (box or folder), format, the retention period you apply, the earliest destruction date and who is responsible – so records are easy to find for audits and tax checks.
- Automatic summary: Record sets archived, Digital, Paper, Earliest destruction date
- Calculated for you: Keep until
- Drop-down menus for quick, consistent entry
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
Payment & Security
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