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Agency Schedule Detail

Authorization Number :  11100792
Agency Series No. :  1301-IA02
Status :  Active
Agency Web Link : 
Agency :  TAX
Confidential Description :  ORC 5703.21 1346.03
Division :  TAX1009
Vital Description : 
Section :  TAX1009
Record Title :  System Adjustment Documentation
Revision :  1
Record Description :  May include spreadsheet and associated workpapers which serve to document reports of suspected internal fraud, general information about reports, investigative information, and/or investigation paperwork. Includes documentation relating to Name Change, Refund/Billing Line Usage, Additional Return Adjustments,Suspense Add, Transfer History, Audit Activity from the personal income and school district tax processing system, Individual Modernization; name change, employee financial transaction documentation from the current business tax processing system; or financial transaction documentation from the legacy business tax processing system.
Retention Period Retention Justification Media Code Method of Disposal
Retain until Audited by Auditor of State or 2 calendar years from creation. Paper Shred
Retain until Audited by Auditor of State or 2 calendar years from creation. Electronic Delete

Approvals

Status Name Title Date
Approved Sandy Weimer Records Coordinator 1/9/2017 9:05:00 AM
Approved Sandy Weimer Records Officer 1/9/2017 9:09:00 AM
Approved Bunnie Jones Record Administrator 1/25/2017 9:41:00 AM
Approved Martin Meeks State Auditor 1/26/2017 2:14:00 PM
Approved Fred Previts State Archivist 2/1/2017 1:26:00 PM

Notes

Date Reason User

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