Saving Your Documents

Grey Image with "Accounting File Tree," and a sample file tree with 0 Permanent File and 2024 as top level folders. 2024 has the folders, "Bank Statements, Receipts & Invoices, Tax Documents, and Tax Returns," on it.

Saving your tax and accounting related documents isn't quite as simple as saving. You need to know what to save, where to save it, and for how long. This small but mighty PDF will help you answer those questions.

Designed for business owners but also applicable for individuals, this PDF doesn't cover every single situation. It does get darn close though. And, it's one more insight to what kind of help and support clients receive at Crayon Advisory.


1 Module

Saving Your Documents

Here lies the magical PDF that will guide you to more peace of mind when it comes to saving your tax and a accounting related documents.

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 Crayon Advisory Saving Your Docuemnts
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The courses and documents Crayon Advisory, LLC are designed to support you in getting started with the tasks you need to do. They do not replace nor should they be considered professional or specific advice. You should always consider the applicability of the information to your specific situation.

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