How should I ask about a tax-document retention plan?

Request a record-specific retention plan

Give your accountant an overview of the documents you hold: acquisition records, invoices, tax returns, assessments, payment confirmations, rental records and official correspondence. Ask for a retention plan distinguishing document types and circumstances rather than one blanket disposal date.

Clarify which originals, electronic source files and associated validation data should be preserved. A readable scan may be convenient without replacing the evidence needed for every purpose. Ask your Greek lawyer separately about deeds, inheritance papers, powers and records relevant to a dispute or future sale.

Include how records will be stored, backed up, accessed and eventually reviewed for disposal. Pending enquiries, corrections, disputes or ownership changes may affect what should be kept, so do not delete a file solely because a routine housekeeping reminder appears. Ask the accountant to verify the applicable AADE requirements and any other relevant authority's expectations for your case. Keep the advice with the plan and review it when your activities or advisers change. Secure disposal should follow confirmation, not guesswork.