Retention of financial documents (UK)
The following table sets out the number of years financial documents should be retained by Church units in the UK & Ireland.
Documents | Copy | Location | Period |
---|---|---|---|
Donation Slip | White | Ward/Stake | 2 years |
Yellow | Member | n/a | |
Cheque Stubs | Original | Ward/Stake | 7 years |
Invoices / Receipts (other supporting documents) |
Original | Ward/Stake | 7 years |
Paying-in Slips / Deposit Books | Stamped by Bank | Ward/Stake | 7 years |
Weekly Financial Reports (Batch Reports) |
Yellow | Ward/Stake | 2 years |
Monthly Financial Reports | White | Ward/Stake | 2 years |
Donation Statements | White | Member | 7 years |
Unit Detail Donations Report | White | Ward/Stake | 7 years |
Annual Tithing & Donation Status Report |
White | Ward/Stake | 2 years |
NOTE: These periods are full/complete years in addition to the current year.
This page was last modified on 8 July 2010, at 07:38.