Keep signed contracts for jobs over $750, document all changes with change orders, maintain I-9s and timesheets for employees, organize records by project, and retain for 3-7 years depending on type.
Key Takeaways
Why This Matters on the Exam
Proper recordkeeping is essential for legal compliance and is tested on the C-36 exam. CSLB, the IRS, and California tax authorities all have specific requirements for business records. Poor documentation can result in license discipline, failed audits, and legal problems. Understanding what records to keep, how long to keep them, and how to organize them is critical for any plumbing contractor.
What You Must Know
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