ACSM Personal Trainer

Category - Legal and Professional Business and Marketing

How long should a fitness professional keep documents on file?
  1. One year
  2. Five years
  3. None, it’s not necessary to keep documents
  4. Seven years
Explanation
Answers: B and D - for tax and IRS purposes, all documents should be kept for a certain amount of years. If the IRS decides to audit you, you will have the necessary documents to show.

Clients come and go, and sometimes they like to come back. Keeping old client files for a minimum of five years will allow the fitness professional to retain all information about the client and to continue to help them reach their goals. This also puts things in perspective for the client, especially if they’re condition has improved, declined or stayed the same.
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