Agency Schedule Detail

Authorization Number : 11100814

Agency Series No. : BTRD

Status : Active

Agency Web Link :

Agency : TAX

Confidential Description :

Division : TAX1606

Vital Description :

Section : TAX1606

Record Title : Business Tax Refund Documentation

Revision : 0

Record Description : Record series includes forms submitted to the Department by business taxpayers to apply for refunds for Commercial Activity Tax, Petroleum Activity Tax, Financial Institution Tax, Sales/Use Tax, 911 Charge, or Resort Tax. Series also includes any supporting documentation provided by the taxpayer to support their refund claim.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain 4 years after the denial or payment of the refund, then destroy. If scanned, retain 6 months after scanned and imaged, then shred.		Paper	Shred
Retain 4 years, then delete.		Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Alexis McKenna	Records Officer	10/23/2018 9:03:00 AM
Approved	Jim Hoover	Record Administrator	11/9/2018 3:49:00 PM
Approved	Fred Previts	State Archivist	11/13/2018 1:19:00 PM
Approved	Martin Meeks	State Auditor	11/15/2018 1:19:00 PM

Notes

Date	Reason	User