sbradshaw wrote:I'm curious if anyone knows why 2007 is the cutoff date.
I do not know, but I suspect it is the standard industry 7 years plus current year that the banking industry uses. I know that the Church financial record retention policy in the U.S. is 3 years plus current, but most other countries in the world, and banks in the U.S., are required to maintain 7 years plus current.
I believe that also is the look back period for income tax audits where fraud is not involved.
To answer your second question, I do not recall any change in 2007 with regard to how the Church recorded donations, unless that was the year CUBS was implemented. MLS was imported into the U.S. at version 2.0 from international areas in 2004. CUBS came sometime later, but I thought it was more recent than 2007.