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I realize this may not be a very important tax question to some, but it is to me! I have a very small apartment, and even smaller office. Can you tell me how long I have to keep my paper returns? I appreciate any advice, because I am starting to sleep standing up, and my Bulldogge is sleeping on top of the filing cabinet! LOL
Seriously, I would appreciate what help you can give me. Thanks so much! Looking forward to a new season!! Blessings to all!!!
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See if this helps.
Form 8867 - Document Retention Requirements for Paid Preparers – Support (taxslayerpro.com)
Not enough room for you and the dog on top of the filing cabinet?
Ukraine - hang in there
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The requirement is in circular 230.
Think about printing to pdf and saving in client folders. Same for client documentation; w2's etc. They take up a whole lot less space that way.
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A professional tax preparer should comply with IRS regulations:
https://www.irs.gov/tax-professionals/information-for-tax-professionals
"Level Up" is a gaming function, not a real life function.