tax practitioners Archive

Document Retention FAQs for Tax Practitioners | Resources
April 16, 2021
No Comments
TweetShareSharePin0 Shares 1 month ago · 5 min read This series of frequently asked questions (FAQs) provide guidelines for tax practitioners to consider when preparing a written document retention policy for their firm. Additional guidance is provided to help practitioners advise their clients on taxpayer record retention. Document retention policies for firm operations and client