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It’s time to review (or create) your document retention policy

BMT Office Administration

When constructing your policy, examine legal and regulatory guidelines. Each employer shall preserve for at least three years payroll records, collective bargaining agreements, sales and purchase records. When this happens, the Uniform Preservation of Private Business Records Act serves as a guideline.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Examining legal and regulatory guidelines provides a good foundation for establishing what types of electronic records you need to keep and for how long. provides small businesses and the self-employed with guidance about recordkeeping of supporting business documents such as gross receipts, purchases, expenses, and assets.