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Agency Schedule Detail

Authorization Number :  11100793
Agency Series No. :  TAX1103
Status :  Active
Agency Web Link : 
Agency :  TAX
Confidential Description :  ORC 5703.21 1346.03
Division :  TAX1005
Vital Description : 
Section :  TAX1005
Record Title :  Tax Modeling Data Sets Containing Federal Tax Information
Revision :  0
Record Description :  Records are electronic data including text files that can be manipulated by statistical software that contain any individual income, withholding, or electronic tax return data provided by the Internal Revenue Service to the Department of Taxation. Does not include program output/statistical reports (memoranda, reports, emails) that cannot be associated with, or otherwise identify, directly or indirectly, a particular taxpayer and that also meet the guidelines set forth in IRS publication 1075 Section 12.1.
Retention Period Retention Justification Media Code Method of Disposal
Retain records until no longer of administrative value, but no longer that 10 years from the date of creation. Tax Analysis unit needs historical from at least 10 prior years in order to create tax analysis reports for the Department and the public. Electronic Delete

Approvals

Status Name Title Date
Approved Sandy Weimer Records Coordinator 1/26/2016 1:31:00 PM
Approved Sandy Weimer Records Officer 2/9/2016 12:48:00 PM
Approved Bunnie Jones Record Administrator 2/27/2016 3:11:00 PM
Approved Fred Previts State Archivist 3/8/2016 10:55:00 AM
Approved Martin Meeks State Auditor 3/11/2016 10:24:00 AM

Notes

Date Reason User

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