AGENCY: Utah State Tax Commission. Division of Operations. Central Services

SERIES: 17023
TITLE: Individual income tax prepayments and credit documents
DATES: 1985-1988.
ARRANGEMENT: Chronological

DESCRIPTION: These are forms completed by individuals to prepay their income tax liability. These are usually filed by those taxpayers that have income that is not subject to withholding. This record includes Batch header card, Declaration of estimated individual income tax, Individual income tax prepayment, Notice and demand for payment, Report of audit changes, correspondence, copies of cancelled checks, and copies of the individual's federal income tax return.

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

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