What’s on the Records to Keep poster
A 6-row table: Record · Keep for.
Typical minimum retention periods. Check your own country's rules.
- Payslips and P60 / W-2 — At least 2–3 years
- Self-employment records — 5–7 years, commonly
- Property purchase documents — Until sold, plus years
- Investment purchase records — Until sold, plus years
- Receipts for claimed expenses — With the year's return
- Pension statements — Indefinitely
Investment and property purchase records must survive until you sell: you cannot calculate a gain without the original cost.
Questions about the Records to Keep poster
- What’s on the Records to Keep poster?
- A 6-row table: Record · Keep for. Typical minimum retention periods. Check your own country's rules. Payslips and P60 / W-2 — At least 2–3 years; Self-employment records — 5–7 years, commonly; Property purchase documents — Until sold, plus years; Investment purchase records — Until sold, plus years; Receipts for claimed expenses — With the year's return; Pension statements — Indefinitely. Investment and property purchase records must survive until you sell: you cannot calculate a gain without the original cost.
- Who is the Records to Keep poster for?
- Records to Keep belongs to the Money section rather than to a school year, because money is not something one grade owns. Anyone learning tax can pin it up — a beginner, a student mid-course, or someone revising years later.
- When should you use the Records to Keep poster?
- Keep more than you think you need. Digital copies weigh nothing. A wall chart earns its place by being glanceable from where the work is happening, so Records to Keep belongs on the wall where that money work actually happens, within glancing distance, rather than filed away.
- What other posters go with Records to Keep?
- Capital Gains, Working Across Borders and How Income Tax Works sit alongside Records to Keep in the Money section. Printed together they make a wall rather than a single sheet, which is how a reference set actually gets used.Capital GainsWorking Across BordersHow Income Tax Works
- Is the Records to Keep poster free to download and print?
- Yes. Records to Keep downloads as a free PDF with no account, no email and no watermark, like everything else in the Money section. Print as many copies as you like for a home, a classroom, a library or a tutoring group; reselling the file is the only thing the licence rules out.Read the licence
- What size does the Records to Keep poster print at?
- Records to Keep is a vector PDF laid out for US Letter, and prints on A4 with Fit to page — the same file, no separate download. Because every mark on it is drawn rather than photographed, it stays sharp enlarged to A3, A2 or A1 at a copy shop. Colour carries emphasis only, so a greyscale print of Records to Keep loses nothing.Printing guide
Related posters
Charts that sit alongside Records to Keep on the same wall.
Browse every Money poster, or start from the full catalogue.