While your account is active
Account data lives as long as your account does. Return files, workpapers, and signed taxpayer consents stay on the platform for the engagement they belong to, so your firm can meet its own record-keeping duties. Deliverables placed on the platform should be downloaded by your firm within 60 days — we can’t be the only copy of your records.
Standard retention periods
- Return files and taxpayer documents — kept per your firm’s instructions and applicable record-keeping rules.
- TaxSQR workpapers — our internal workpapers are kept up to 10 years, then destroyed.
- Signed taxpayer consents — kept for the period the consent and the regulations require.
- Audit logs — kept for the life of the account plus the period our security program requires.
- Billing records — kept as long as tax and accounting law requires.
When an engagement ends
On your firm’s written instruction — and in any case when the agreement ends — we return or permanently delete your firm’s client data within 30 days. The exception is copies the law or professional rules require us to keep, which remain protected by the confidentiality terms of the agreement until they are destroyed on schedule.
Deletion requests
Firms instruct us through the platform or at contact@taxsqr.com; we confirm in writing when deletion is complete. Taxpayers should direct requests to their own firm, which controls their data — we assist the firm in responding, as described in the Data Processing Addendum.
The fine print
Backups roll off on a fixed schedule after deletion, and catastrophic events can destroy records earlier than planned — which is one more reason your firm’s own copies matter. Retention specifics for a signed engagement live in the agreement itself; this page describes our standard practice.