Document shredding checklist

Coenie Janse van Rensburg • September 6, 2023

Which documents you should be shredding.

Person completing a check list.

Your business should consider shredding the following documents as a minimum:

 

Financial information:

  • Budget documents
  • Tax returns
  • Copies of sales receipts
  • Payroll information
  • Bank and credit card statements

 

Company information:

  • Company structure documents
  • Pricing structures
  • Supplier information
  • Strategic information

 

Employee information:

  • Employment records
  • Appraisals and employee reviews
  • Disciplinary reports
  • Absence and sickness information
  • Documents related to promotions
  • CVs
  • ID or access cards

 

Client or customer information:

  • Contracts
  • Client or customer contact details
  • Printed correspondence (such as emails) containing information that can be used to identify people
  • Photo identification documents
  • Any documents containing personal information such as names, addresses, phone numbers or email addresses


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