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I am working for a client for 8 years. I have been hired as a freelancer via the Freelancing platform and after that, I have handled the product single-handed. I am now seeking an opportunity to migrate to a different country and I have to show the employment-related documents to Embassy. I have not collected many documents from clients because I wasn't aware of this situation.

For now, I have collected an employment reference letter from a client as what my immigration consultant has suggested but I want to know the full list of documents that a remote developer should have who are working on a contract or freelance basis for a long time.

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  • I think you'd need to contact the Embassy for this.
    – Scott
    Feb 16 at 3:03
  • Thank you @Scott, I have got information about the Employment Reference letter from the Immigration consultant. But I want to know if there any other documents which are important and I am missing?
    – Anand Soni
    Feb 16 at 7:26
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    Like any business, one should really keep records of everything.. communications, transactions, accounting, taxes, etc.
    – Scott
    Feb 17 at 7:24
  • Thank you @Scott
    – Anand Soni
    Feb 17 at 15:41
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Any business, freelance or otherwise, would be wise to retain everything related to that business for at least seven years, if not longer.

You should have files for communications, taxes, accounting, transaction records, contracts, etc.

For physical records (receipts, print outs, letters, etc), I have files where I store and sort such records. Well, not really "files". I simply throw these things in a box I have in my office. Then in January of every year I close the box. Write the preceding year on the exterior, and store the box out of the way. Then start a new box for the new year.

For digital records, I create a directory titled for the year, then zip the directory and back it up in at least 3 locations, one off-site. Although I do this in January for the preceding year, I do tend to keep these digital items available for at least another year. Most of the records are in the form of emails, so I do an archive of my email accounts and back those up. Knowing they've already been backed up, I delete items when it's clear I no longer need to be able to access anything with regularly - i.e. if a client is gone, I can delete their emails knowing I have them backed up. I can always unarchive the emails and gain access again should I need. When I started out would print emails, but that quickly became untenable due to the lack of any "search" function and the sheer amount of paper/toner it took. Keeping things digital makes it much easier to find something later.

I'm not saying this is the absolute proper way to do anything, merely how I've handled it.

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