Document Retention

[reno911]

Yes copies work fine for tax prep, I do my own though and have never been audited, knock on wood. Besides as long as you never get audited you never even have to show documentation for your deductions. Only if you get your taxes done by a third party do they want a copy of your receipts, etc. To save their ass if they are audited for a prep.

I have had to go back a few years into my pay stubs and retrieve a few things for my life insurance and they accepted the copies.

I would assume that copies would work with just about everything, so as long as it is an obvious copy, not some spreadsheet you just created.

If you think about it most of that stuff is already a copy of a copy.