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Retention period for envelopes returned as undeliverable
April 25, 2023
Q. Are we required to keep due diligence envelopes that are returned by post office for bad address? If so, how long do we need to retain the physical document?
A.
(Answered by Jim Sadik, ([email protected]), a Principal in the Unclaimed Property Solutions practice with the CPA firm of Baker Tilly US, LLP. Baker Tilly offers experienced and practical help for unclaimed property compliance and consulting. You can learn more about Baker Tilly at bakertilly.com/services/tax.)
The states do…
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