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 Post subject: Paperwork..........
PostPosted: Fri Dec 01, 2017 1:01 pm 
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Joined: Sun Feb 01, 2009 10:50 am
Posts: 920
Location: 24490
HELP
When I first bought in France I was told to keep all paperwork (13 years ago).
Now I am suffocating in the stuff.
What MUST I keep and what can I dispose of?

I have 13 years worth of EDF, FFT, Orange etc bills, reciepts!!! and more


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 Post subject: Re: Paperwork..........
PostPosted: Fri Dec 01, 2017 2:27 pm 
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Joined: Sun Feb 01, 2009 6:50 pm
Posts: 5233
Location: somewhere in the "pays de dropt"
To much to write on here but between one year and forever.
Just do a Google search and you will find many links.
Or look on the fr gov site.

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 Post subject: Re: Paperwork..........
PostPosted: Fri Dec 01, 2017 2:31 pm 
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Joined: Tue Feb 03, 2009 12:08 pm
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Location: Basel and Suffolk
MUST keep - or ADVISED to keep?

In latter group, add all receipts that can be used to offset any taxes at sale time.

J


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 Post subject: Re: Paperwork..........
PostPosted: Fri Dec 01, 2017 3:09 pm 
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Joined: Tue Feb 03, 2009 9:08 am
Posts: 2441
Location: Ardeche
Life
Passports, birth, marriage and divorce documents
Insurance contracts and amendments.

5 years
Electricity

4 years
Income Tax bill and supporting documents, taxe foncières, taxe d’habitation, water

2 years
Insurance documents, receipts,

1 year
Telephone



I am not exactly sure what the difference between an insurance document and an insurance contract.

As J writes there are lots of other documents that you are not legally required to keep but which it is advisable to file away:

receipts for all goods still in guarantee
invoice for any work on your property done by a tradesman.
etc

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For every problem there is a solution that is simple, quick ..............and wrong.


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 Post subject: Re: Paperwork..........
PostPosted: Fri Dec 01, 2017 3:23 pm 
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Joined: Sun Feb 01, 2009 10:50 am
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Location: 24490
Many many thanks, this really has helped.


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 Post subject: Re: Paperwork..........
PostPosted: Fri Dec 01, 2017 3:56 pm 
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Joined: Sat Jan 31, 2009 2:29 pm
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Location: Was Plouasne 22830, now Ploeuc sur Lie 22150, France
But what happens when France goes paperless, its started already, the C.A.F only sends out an e-mail now, E.D.F and FranceTelecom are standing orders, with FT notifying you by e-mail how much they are going to take

I did see a few months back, where it was proposed that all artisans invoiced their clients electronically via a central repository, and I saw on TV the other day that the banks are trying to all online banking

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 Post subject: Re: Paperwork..........
PostPosted: Fri Dec 01, 2017 7:07 pm 
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Joined: Tue Feb 03, 2009 9:08 am
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Location: Ardeche
The same applies to proof of residence including utility bills for the last three months.

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Andy


For every problem there is a solution that is simple, quick ..............and wrong.


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 Post subject: Re: Paperwork..........
PostPosted: Fri Dec 01, 2017 7:33 pm 
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Location: Alpes-Maritimes
I just scan all ongoing documents as pdf and save them everywhere(cloud, backup, hosted site) and then file the paper in the cave to be binned later.

Personal documents are the same except I keep the originals in a safety box.


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 Post subject: Re: Paperwork..........
PostPosted: Fri Dec 01, 2017 9:48 pm 
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Joined: Wed Apr 01, 2009 6:53 am
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Location: Here and there, SW France
The official list is on the 'vos droits' website.... but the site is 'down' tonight, I have tried on both iPad & desktop, will try to send the link whenever....
Otherwise when it's working:
http://www.service-public.fr search 'papiers à conserver'

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 Post subject: Re: Paperwork..........
PostPosted: Wed Jan 03, 2018 5:29 pm 
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Joined: Wed Apr 01, 2009 6:53 am
Posts: 6797
Location: Here and there, SW France
In case you're doing your end of year accounts/clearing out of papers, here's the full link to the relevant page of the 'vos droits' website
https://www.service-public.fr/particuliers/vosdroits/F19134
For house elec & water bills see under 'logement'.

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 Post subject: Re: Paperwork..........
PostPosted: Sat Jan 06, 2018 8:45 am 
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Location: 46
Perusing that list it appears to me that as far as French officialdom is concerned there is no legally binding obligation to keep anything !

The vast majority of items will be matters of record with the relevant bodies anyway, or at least for the length of time they might be of any value to a customer.

Like DaveW virtually all our paperwork gets scanned and binned.

Passports, driving licences, and credit cards are scanned and attached to an email sent to ourselves so in case of loss or theft to commence cancellation/replacement processes the necessary information is only an internet connection away.


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 Post subject: Re: Paperwork..........
PostPosted: Sat Jan 06, 2018 8:58 am 
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Location: 24, Jumilhac-le-Grand
I always thought most important documents needed keeping for 10 years. Obviously personal stuff that makes up the livret de famille is for life.

I download and print out bank statements for doing business year accounts and despite declaring tax online to go along with their paperless trend, still have to fill out and send in dulicate the extra bilan papers as required because of our regime. You can't even print out one and copy it as they have different destinations printed written on them (could get the tippex out I suppose!)

Speaking of cloud storage, we converted a load of slides to digital photos and uploaded them to cloud, several years ago. They seem to have floated away as we cannot locate them anymore!

Being a small business, we don't specifically invoice clients unless requested. As 99.9% pay by bank transfer, or cheque, it's already detailed on the bank statement. Much less hassle!

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 Post subject: Re: Paperwork..........
PostPosted: Sat Jan 06, 2018 9:29 am 
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Joined: Sat Jan 31, 2009 11:04 pm
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Location: 46
The website itself prefaces the information with:

"Les durées indiquées sont des durées minimales durant lesquelles il est prudent de garder les documents"

'Prudent' falls a very long way very short of obliged and is the equivalent of saying 'should' as opposed to 'must'.


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 Post subject: Re: Paperwork..........
PostPosted: Sat Jan 06, 2018 11:48 am 
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DaveW wrote:
I just scan all ongoing documents as pdf and save them everywhere(cloud, backup, hosted site) and then file the paper in the cave to be binned later.

Personal documents are the same except I keep the originals in a safety box.

Me too..although most of the hard copies I file in the bin. We are completely paperless for tax, carte Vitale, business returns, banking and all utility bills so I just download the documents and save them in PDF. If I ever need a hard copy they can be printed out.

Birth certificates, death certificates, qualifications etc and other very important docs are scanned and the originals are kept in the safe.


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