|
General
Links
Internal Revenue Service
State
of Maryland - Main Website
State
of Maryland - Problem Solver Website
State
of Maryland - Homestead Tax Credit
Commonwealth
of Virginia
District
of Columbia
Social Security Administration
Kiplinger Retiree Map (Tax Heavens and Hells)
FDIC Bank Account Insurance
Refund
Status
IRS
– Refund Status
IRS
– SmartPhone App To Check Refund Status
Maryland – Refund Status
VA – Refund Status
DC
– Refund Status
Start
Up/ New Business
IRS – Application for Employer
Identification Number (SS4)
Maryland – Business Registration
VA – Virginia ’s Online Business
Registration
DC - Online Combined Business Tax
Registration Application (FR-500)
Typical Record Retention Schedule
| Number of Years to Retain |
Document Type |
| Retain Indefinitely
|
| *Audit Reports and Financial Statements |
| *Cancelled Checks for Taxes, Capital Purchases, Important Contracts |
| *Capital Stock and Bond Records |
| *Cash Books |
| *Contracts and Leases in Force |
| *Copyrights, Patents, Trademark Registrations |
| *Corporation Charter, Minute Books and Bylaws |
| *Correspondence on Legal and Tax Matters |
| *Deeds, Mortgages, Easements and Other Property Records |
| *General Ledgers and Journals |
| *Insurance Records |
| *Property Appraisals |
| *Tax Returns and Workpapers Including Records to Support Carrybacks and Carryovers |
|
| Retain 7-8 Years
|
| *Other Cancelled Checks (See Above) |
| *Vouchers for Payments to Vendors, Employees, etc. |
| *Inventories |
| *Payroll, Records, Including Time Sheets |
| *Expense Reports |
| *Payables and Receivables Ledgers |
| *Expired Contracts and Leases |
| *Purchase Orders |
| *Invoices and Other Sales Records |
| *Plant Cost Ledgers |
|
| Retain 6 Years
|
| *Monthly Trial Balances |
| *Employee Withholding Tax Statements |
| *Employee Disability Benefits Records |
|
| Retain 3 Years
|
| *Personnel Files on Terminated Employees |
| *Bank Reconciliations |
| *Petty Cash Vouchers |
| *Expired Insurance Policies With No Residual Values |
|
| Retain 2 Years
|
| *General Correspondence |
| *Requisitions |
|
|
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Road, Suite 305 