Missouri manufacturing client asking how long I retain audit work papers. Evergy dispute went to PSC hearing and attorney wants access to 3-year-old files. What's standard practice?
Record retention and documentation requirements
I keep everything for 7 years minimum. Washington state clients often have long appeal processes that require original documentation.
Mississippi PSC requires 5-year retention for rate cases. I scan everything to digital and store encrypted copies off-site.
Texas clients want immediate access to work papers during audits. I maintain organized files throughout the engagement.
Maintain comprehensive work papers for at least 7 years. Proper documentation protects both you and your clients if disputes arise years later. Consider it professional insurance.
Arkansas clients appreciate detailed documentation. Helps support findings if utility challenges the audit results.