AGENCY: Utah State Tax Commission. Division of Operations. Central Services
SERIES: 17016
TITLE: Individual income tax return files
DATES: 1985-1988.
ARRANGEMENT: Chronological.
DESCRIPTION: These are the records of income tax returns filled with the stateas required by UCA 59-10-502, 1989. These records are further broken down into returns that have payments sent in with them, returns in which the total credits equal the total tax due, returns on which there have been errors made, and returns for which tax is due and unpaid. These records include Batch header card, Utah amended individual income tax return, Nonresident or part year resident individual income tax return, Utah resident short form individual income tax return, Utah resident long form individual income tax return, Income tax adjustment form, and copies of the taxpayer's federal income tax return. Information includes the taxpayer's and spouse's name, address, social security numbers, occupation, filing status, marriage status, number of dependents, political party donation, income, source of income, gross and adjusted income, and tax liability; the batch number; document count; routing of the batch; type of transaction; amount of increase or decrease of assessment and remittance; and the amount of payment made.
This record series is no longer being used as of the end of the 1988 tax return year. See record series 1086, Individual income tax returns.
RETENTION
DISPOSITION
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 12/1990
FORMAT MANAGEMENT
Paper: Retain in Office for 10 years and then microfilm and destroy provided microfilm has passed inspection.
Microfilm master: Retain in State Records Center for 10 years and then destroy.
Microfilm duplicate: Retain in Office for 10 years and then destroy.
APPRAISAL
Administrative
These records are microfilmed as they come into the office along with all other tax returns. The paper copy of the return is kept a year to be available for refilming should there be a problem with the microfilm. The microfilm copies of these records are listed separately as they are grouped and filmed based on whether they are paid, refunds, exceptions, or no tax due. Previous decision: RDR 79-100: microfilm/private.
PRIMARY DESIGNATION
Private