How to develop a document retention policy (Record Retention Guide)

The updated Record Retention guide is your go to resource for which records you need to keep and for how long they need to be held


NHADA Silver Partner, Tyler, Simms & St. Sauveur, CPAs, P.C. has graciously agreed to update the Records Retention Guide for 2020.

This guide is intended to serve only as a tool to assist in developing a document retention policy. The retention periods listed are minimum suggested periods; however, business practice or law may require preserving records for a longer period of time. You should consult with your legal counsel or accountant to ensure that your record retention practice meets both federal and state law guidelines and is appropriate for your business.

Thank you to Ernie Tyler and his team of accounting professionals for providing us with this updated version. Please look for two webinars that they will be hosting with NHADA on accounting basics and intermediate accounting. And be sure to visit their page at the virtual expo on November 2-12.

View Retention Guide


If you would like to learn more about Tyler Simms and St. Sauveur and their services, please contact James Godfrey at 603-653-0044 or