Payroll Record Retention Requirements

Every business must retain certain records on their- Sex and occupation
current and past employees, but which ones and for- The beginning of the employee's work week Regular
how long? On the federal level, there are tworate of pay for overtime weeks
agencies that regulate record keeping. First is the IRS,- Hours worked each workday and workweek
which is responsible for enforcing the Internal Revenue- Straight-time earnings including the straight -time
Code. The second is the U.S. Department of Laborportion of overtime earnings
(DOL). The Wage and Hour Division of the DOL is- Overtime premium earnings
responsible for enforcement of the Federal Fair Labor- Total wages paid for each pay period including
Standards Act (FLSA), the Family and Medical leaveadditions and deductions
Act (FMLA), the Immigration Reform and Control Act- Date of payment and pay period covered
(IRCA), and the laws governing wages paid by federal- Records showing total sales volume and goods
government contractors. Both of these agencies havepurchased
separate rules regarding the type of records that must- Following records must be kept for two years after
be kept and the length of time you must keep thethe last date of entry
records. To further complicate your requirements there- Employment and earnings records, employee hours
are numerous state, local and other regulatoryof work, basis for determining wages and wages paid
agencies that may require additional record keeping.- Order, shipping and billing records showing customers
State agencies enforce State Unemploymentorders and delivery records
Insurance Tax Acts, state wage and hour laws, child- Wage rate tables and piece rate schedules
support and creditor garnishment laws and unclaimed- Work time schedules that establish hours and days
or abandoned wage requirements. Keeping theseof employment Department of Labor In addition to the
records accurate and up-to- date is extremelygeneral requirements of both the IRS and the DOL
important to the health of your business. Without themandated by several federal acts. They are: Family
proper records you will be unable to meet regulatoryand Medical Leave Act
requirements should you be audited by any of variousBasic payroll and employee data
federal state and local agencies. Failing to meet theseDates FLMA leave is taken
requirements can mean large penalties and theHours worked by employee in last 12 months
potential for large settlement awards should you beHours of FLMA leave for exempt employee
unable to provide the required information whenCopies of employee notice to employer
requested. Internal Revenue Service The followingCopies of general and specific notes given to
records must be kept for four years after the tax dueemployees
date or the actual date paid.Copies of policy regarding taking of paid and unpaid
- Name, address, occupation, and social securityleave by employee
number of each employeeDocuments verifying premium payments of employee
- Total compensation and date paid including tips andbenefits
non-cash paymentsRecords of FLMA leave disputes between employee
- Compensation subject to withholding for federaland employer Title VII of the Civil Rights Act of 1964
income, social security and Medicare taxand the Americans with Disability Act of 1990 have no
- Pay period for each compensation periodgeneral record requirement under the law, but to meet
- Explanation of difference in total compensation andthe requirements all records relating hiring, promotion,
taxable compensationdemotion, transfer, layoff or termination, rates of pay,
- Employees' W-4 Formand selection for training or apprenticeship should be
- Dates of employment (beginning and ending)kept for one year from date of action. The Age
- Employee tip reportsDiscrimination in Employment Act of 1967 requires that
- Wage continuation made to an absent employee byyou keep the following records for three years:
employer or third party- name
- Details of fringe benefits provided to employee- address
- Copy of employee's request to use the cumulative- date of birth
method of wage withholding- occupation
- Adjustments or settlement of taxes- pay rate
- Amounts and dates of tax deposits- compensation earned You also keep the following
- Total compensation paid to employee during calendarfor one year from the date of action:
year- job applications
- Compensation subject to FUTA- resumes
- State unemployment contributions made- response to advertised job openings
- All information shown on 940- records related to the failure to hire an individualYou
- Copies of returns filed (941, 643, W-3, Copy A ofalso must keep all records related to
Form W-2 and returned W-2 forms) Department of- layoff or discharge of an employee
Labor The following records must be kept for three- job orders submitted to a placement agency
years after date of last entry.- employee administrated by employee physical
- Employee's name as it appears on social securityexams used to make personnel decisions
card- job advertisements The Immigration Reform and
- Complete home address and date of birth if undercontrol Act requires that you must retain copies of the
age 19I-9 Form for three years after the date of hire.