How long should an organization keep records for tax purposes?
4.5k views | Last modified 9/21/2020 10:49:24 AM EST | Added by ExpressTaxExempt Team

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

An organization must retain all the records necessary enough to substantiate any part of income, deduction, or credit for 3 years from the date when the return is filed or the date when the return is due.  

There are certain records like determination confirming the organization's tax-exempt status, articles of incorporation, by-laws, and board minutes which need to be retained permanently. Other than this, all employment tax records must be retained for 4 years.  

In addition to retaining records, Form 990 has to be made available for public inspection. To know more about it, click here.

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