Agency Schedule Detail

Authorization Number : 11100777

Agency Series No. : LTC

Status : Active

Agency Web Link :

Agency : TAX

Confidential Description :

Division : TAX1005

Vital Description :

Section : TAX1005

Record Title : Local Tax Certifications

Revision : 1

Record Description : Local tax certifications are responses to tax data requests sent to local governments (county, municipal and townships) that are completed and returned to the ODT. These documents are submitted annually and the forms include, but are not limited to: LG-11 (municipal income), S-4 (lodging), S-5 (admissions), PC-1 (conveyance fees), MH-1 (manufactured homes) and LG3&5 (local government fund).

Retention Period	Retention Justification	Media Code	Method of Disposal
Seven years from the date of the data collection year. If scanned, retain for 6 months.	Because some local government''s most recent data submissions are seven years old, the retention period is necessary to account for and maintain accurate and complete records.	Paper	Recycle
Seven years from the date of the data collection year.	Because some local government''s most recent data submissions are seven years old, the retention period is necessary to account for and maintain accurate and complete records.	Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Alexis McKenna	Records Officer	2/4/2019 9:17:00 AM
Approved	Terri Dittmar	Record Administrator	2/5/2019 7:52:00 AM
Approved	Fred Previts	State Archivist	2/6/2019 11:09:00 AM
Approved	Martin Meeks	State Auditor	2/14/2019 9:46:00 AM

Notes

Date	Reason	User