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Agency Schedule Detail

Authorization Number :  11100789
Agency Series No. :  IT Waiver
Status :  Active
Agency Web Link : 
Agency :  TAX
Confidential Description :   
Division :  TAX1601
Vital Description : 
Section :  TAX1601
Record Title :  Individual Taxpayer Waiver for Preparers Electronic Filing Requirement
Revision :  1
Record Description :  Paid tax payers who prepare more than 75 Ohio personal income tax returns for the current tax year must ensure that each return is filed using department-approved electronic media, unless the taxpayer whose return is being filed requests on this form that the return is filed using another department-approved method. To waive the tax preparers requirement to ensure that the return is filed using department-approved electronic media, the taxpayer must complete and sign this form and submit it to the tax preparer.
Retention Period Retention Justification Media Code Method of Disposal
Retain for 4 years and provided audited and the report is released, then destroy. If scanned, retain for 6 months. Paper Shred
Retain for 4 years and provided audited and the report is released, then delete. Electronic Delete

Approvals

Status Name Title Date
Approved Alexis McKenna Records Officer 2/11/2019 10:49:00 AM
Approved Terri Dittmar Record Administrator 2/11/2019 3:06:00 PM
Approved Fred Previts State Archivist 2/11/2019 4:19:00 PM

Notes

Date Reason User

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