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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Is there any reason to keep old tax returns?
The IRS recommends holding onto your tax returns for seven years if you filed a claim for a loss of worthless securities or a bad debt deduction, and you should hold onto your tax paperwork indefinitely if you did not file a return for a given year or if you filed a fraudulent return, which again, you're hopefully not
Do you have to keep paper receipts for taxes?
Always keep receipts, bank statements, invoices, payroll records, and any other documentary evidence that supports an item of income, deduction, or credit shown on your tax return. Even if you don't need a document to do your taxes, you might need it for something else. When it doubts, keep it.
Can I keep scanned copies of tax returns?
As of 1997, the IRS accepts scanned and digital receipts as valid records for tax purposes. Revenue Procedure 97-22 details the specific requirements; as long as your digital receipts are accurate and can be readily stored, preserved, retrieved and reproduced, you're in the clear.
Do I need to keep paper records for HMRC?
There are no rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like book-keeping software). HMRC can charge you a penalty if your records are not accurate, complete and readable.
Do you have to attach worksheets to my tax return?
Anything that is labeled as a “worksheet” should not be submitted to the IRS or your state. You will submit any pages that have Form XXX (this will be a number) or Schedule x (this will be a letter) at the top of the page.
Do you need to keep paper copies of tax returns?
Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
How do I send tax documents securely?
Make a List.
Make Backup Copies.
Hand Deliver, If Possible.
Mailing Your Documents Is a Good Second Option.
Faxing Your Documents Works for Simple Documents.
If You Must Use Email, Use Encryption.
Use a Secure Portal.
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