How long must invoices, contracts and mail be retained?
Fiscal 7 years (admin), 10 years (real estate). Legal varies per type. Mails can fall under both.
Try this first
- 1Split admin (fiscal 7y) from other docs
- 2Real estate related: keep 10 years
- 3HR files: 5 years after end of employment
- 4Set retention per category in M365 or fileshare policy
When to bring us in
When in doubt: bring in lawyer or accountant
See also
- We have backups but we do not know if they workA backup that cannot be restored is not a backup. Testing matters as much as taking the backup.
- Suspected ransomware: what to do RIGHT NOWThe first 30 minutes are critical. One wrong move spreads the damage. Read before acting.
- Someone accidentally deleted an important folderUsually fine to recover. The trick: do not save anything new on that drive until you know how.
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