AGENCY: Utah State Tax Commission. Division of Operations. Central Services
SERIES: 17022
TITLE: Individual income tax extension applications file
DATES: 1985-1988.
ARRANGEMENT: Chronological
DESCRIPTION: These are applications submitted by taxpayers for a time extension to file income tax returns, as required by UCA 59-10-516, 1989. This record includes Batch header card, Bad check batch card, Income tax adjustment form, correspondence, Application for automatic extension of time to file Utah income tax return, and a copy of the federal extension of time to file a tax return. Information includes the taxpayer's and spouse's name, address, social security number, federal identification number, and signature; the tax form for which an extension is requested; the dates of the extension; the anticipated tax liability; the amount of tax paid; and the amount, if any, due; 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 returns. 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.
PRIMARY DESIGNATION
Private