Accounting Forms
Records Management Matrix
Knowing how long to keep certain records is important to insure accountability and preserve important historical records. Different types of records need to be retained for different time periods. The time documents should be kept depends on appropriate laws, IRS and governmental regulations, and third-party requirements.
For a Records Retention Matrix to help you with this process, please CLICK HERE.
These recommendations on Record Retention are general guidelines.They are NOT advice for any specific circumstance! Contact your legal and accounting advisors for specifics related to your business.
W-9
The passage of the Healthcare reform bill included some of the most drastic changes to the 1099 information reporting in over a decade. These provisions will create more work for accounting departments in every field. In order to help eliminate a little of this work, MBI is making available to all its members the W-9 forms required by this provision. Forms for Master Builders of Iowa, Construction Update Plan Room Network and Construction Safety Specialist Inc can be below.
- To download a W-9 form for Master Builders of Iowa CLICK HERE.
- To download a W-9 form for Construction Update Plan Room Network CLICK HERE.
- To download a W-9 form for Construction Safety Specialist Inc. CLICK HERE.








