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The best way to avoid clutter from accumulating within files, is to regularly complete a process of reviewing and purging outdated documents. But not knowing how long particular documents can or should be saved for legal or tax purposes, often leads to saving everything longer than necessary.  That's where the  fileWISE® Document Retention Guidelines and Resources comes to the rescue! Using these guidelines and resources, you can establish a retention schedule for every piece of paper that you file. You can even add sticky notes or write the retention date directly on the document itself! Then, when you periodically review your files, it will be easy and fast to dispose of outdated documents, and keep the clutter out of files. Here is a sample page form the Home Edition of the Document Retention Guidelines:

In the Home Edition, the User Guide lists a suggested document retention schedule for all of the fileWISE® sub-categories. 

In the Business Edition, the User Guide lists resources that you can refer to and research in order to establish sound record keeping practices for your particular business. 

Of course, you should always check with a qualified advisor when it comes to saving or disposing of legal, financial or tax records. But, now you will have a system to monitor your files on a regular basis!

Please note...The guidelines presented in this document are suggested guidelines only. These guidelines are not based on any legal definitions for the retention of personal, financial, legal or tax documents, files or records. Please consult with a qualified attorney or other advisor before you dispose of or destroy any documents. Please note that the retention of tax related documents, files, receipts, income tax returns, or other tax related collateral materials is governed by Federal & State Law. Please check with a qualified tax advisor, or with the Internal Revenue Service (Federal) or your local State Revenue or local Tax Departments (State & local) for the applicable laws concerning retention of tax related documents. These guidelines are not intended to be a substitute for qualified legal or tax counsel.