How long must Treasurer information be kept?

Individual receipts/bills: Four (4) years

Bank Statements: Five (5) years (7 years would not be a problem)

Tax Returns: FOREVER

EIN List: FOREVER

(Ideally, records are to be kept digitally.)

12/14/25 Treasurer’s Webinar – Tax Status & Year End Reporting

• Webinar Minutes

Please sign into the members only page for the link to watch the recording of the webinar