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Agency Schedule Detail

Authorization Number :  11100596
Agency Series No. :  TD0001
Status :  Active
Agency Web Link : 
Agency :  TAX
Confidential Description :   
Division :  TAX1125
Vital Description : 
Section :  TAX1125
Record Title :  Desk Examinations/Reviews
Revision :  1
Record Description :  Individual taxpayer files assembled in the following tax areas: EWH, PIT, Sales. These files contain research on potentially owed tax, due to the State of Ohio.
Retention Period Retention Justification Media Code Method of Disposal
Five years after case is closed or account is assessed. If scanned, retain for 6 months. Files are referred to for clarification and to retireve information on a taxpayer. Paper Shred
Five years after case is closed or account is assessed. Files are referred to for clarification and to retrieve information on a taxpayer. Electronic Delete

Approvals

Status Name Title Date
Approved Alexis McKenna Records Officer 2/1/2019 12:50:00 PM
Approved Terri Dittmar Record Administrator 2/4/2019 7:24:00 AM
Approved Martin Meeks State Auditor 2/4/2019 1:46:00 PM
Approved Fred Previts State Archivist 2/8/2019 2:21:00 PM

Notes

Date Reason User

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© 2025 - RIMS, State of Ohio