Free printable
Paperwork: Keep or Shred
A rough retention guide, so you stop keeping every bank statement since 2011.
General guidance only, not professional advice. If you are self-employed or have a complicated tax position, your accountant's answer beats this one.
Download the free PDFOne page · prints correctly on A4 and US Letter · no email required · free to print and share.
What is on it
- Four folders. Decide as it arrives. (4 items)
- Rough retention periods (6 items)
- Going paperless, carefully (4 items)
Read the full guide: Home Paperwork: What to Keep, What to Shred, and for How Long
