Greetings and blessings, Sue. As a tax CPA, we have a general rule to keep important financial data on a 10 year roll. This may be overkill, but it's an easy number to remember. I've had issues with the IRS that have required 8 year look back by the time the issue developed and resolved. Not with a nonprofit, but still the IRS is not very current when getting around to questioning something. Technically, they only have 3 years to ask, but if the issue reaches back, it's on you to defend your response with backup reaching back to support the issue. Sorry for the long response. Also, keep all actual filed returns permanently.
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Troy HILDEBRANDT
Christ the Life Lutheran
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Original Message:
Sent: 04-18-2023 10:04 AM
From: Sue Reich
Subject: Record keeping
My name is Sue Reich and I am Financial secretary at Immanuel Lutheran Church in Tonawanda, New York. At your church how long do you keep your financial records for?
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Sue Reich
Lutheran Church
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