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The State Archives revised and consolidated its local government records retention and disposition schedules and issued a single, comprehensive retention schedule for all types of local governments on August 1st, 2020. Act 918 of 2005 requires that all state agencies, boards, and commissions comply with the Arkansas General Records Retention Schedule upon the earlier of either July 1, … The primary purpose of this revision is to incorporate changes to RCS 10-1 issued since General Records Retention Schedule for Minnesota Cities. State Specific Record Retention Schedule. The information below reflects the periods of limitations that apply to income tax returns. Records Retention Schedule. The Maine State Archives in conjunction with the Archives Advisory Board, establishes local government record retention schedules. Keep everyday paperwork for 3 years. Records Retention Schedules for Specific Agencies of the Executive Branch: Department of Accounting and General Services Revised 6/2018: Department of Agriculture Revised 5/2018: Department of the Attorney General Revised 8/2020: Department of Budget and Finance Revised 8/2020: Department of Business, Economic Development and Tourism Revised 8/2020: Department of Commerce and … This requires that records be appropriately disposed of (for example, destroyed, transferred to the State Archives) when the retention period has been met. Generally, you must keep your records that support an item of income, deduction or credit shown on your tax return until the period of limitations for that tax return runs out. Michigan State University Fiscal Records Document Retention Best Practices and State Guidelines Will Whitney 2020-08-05T08:54:19-07:00. Keep employment tax records for at least 4 years after the date that the tax becomes due or is paid, whichever is later. July 01, 2020. 1, The Guide of Record Retention Requirements in the Code of Federal Regulations, as well as by reviewing and analyzing numerous record retention schedules. State agency records retention schedules set both minimum and maximum retention periods. Maintaining proper record retention policies and schedules is not only vital to protecting your institution against being fined for regulatory non-compliance (although that should be the driving motivator). To report technical problems with this web site, please contact the New York State Archives at archinfo@nysed.gov. If you received property in a nontaxable exchange, your basis in that property is the same as the basis of the property you gave up, increased by any money you paid. The period of limitations is the period of time in which you can amend your tax return to claim a credit or refund, or the IRS can assess additional tax. Retention and disposition of records that are common to many offices are included in the General Schedule. Retention and disposition of records that are common to many offices are included in the General Schedule. Amendments were made to Standard 4 in 2013, Standard 11 in 2014, and Standard 6 in 2016. Retention Schedules tell us how long the law (or administrative policy) says we need to keep the various categories of records and documents we create or receive in Indiana government, and what to do with them after that.. Subpoena Record Retention. Records to be destroyed must be covered by a Library of Virginia-approved general or specific records retention and disposition schedule and the retention period for the records must have expired. This Records Retention Schedule applies to all documents defined as records - ‘Information created, received and maintained as evidence and information by an organisation or HR is the backbone of a good corporate culture. For more information on using the retention schedules, Local Records has prepared a short video: Retention Basics-Using the Retention Schedules (New, 05/2020) The General Records Retention Schedule for Minnesota Cities (no. State Government General Records Retention Schedule - Version 6.1 (August 2020) PDF | Word This records retention schedule authorizes the destruction/transfer of public records documenting common functions and activities of state government agencies, including universities and community and technical colleges. As the managers of an organization’s most vital resource pool, HR professionals must maintain the records of every hiring, firing, and grievance. General Retention Schedules. 01/27/2019. PURPOSE The Records Control Schedule (RCS) 10-1 provides Veterans Health Administration (VHA) records retention and disposition requirements for VHA Central Office, Program Offices, and field facilities. Additional online resources will include. Local Government Record Retention Schedules. Records Retention Schedule (Source: Internal Revenue Service) Accident reports/claims (settled cases) ..... 7 yrs. The records fall into two categories: common and specific. The length of time you should keep a document depends on the action, expense, or event which the document records. County Register of Deeds: The County Register of Deeds Records Retention and Disposition Schedule was issued on October 10, 2012. General Records Retention Schedules Issued to All Public Bodies Omnibus Listing Revised: 9/10/2020 Authority: Archival Value: Pursuant to ARS §41-151.12(3), only the Arizona State Library, Archives and Public Records has the authority to set retention periods, including the sole authority to modify, extend or decrease records retention periods. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction. Keep records for 3 years if situations (4), (5), and (6) below do not apply to you. The New York State Archives is part of the Office of Cultural Education, an office of the New York State Education Department. General Records Schedule GS1-SL for State and Local Government Agencies. Record Series Retention. The new schedule, Local governments must adopt LGS-1 prior to utilizing it, even if they adopted and have been using the. Accounts payable ledgers & schedules..... 7 yrs. This Records Retention Schedule applies to all documents defined as records - ‘Information created, received and maintained as evidence and information by an organisation or General Records Retention Schedule for Minnesota Cities. The General Records Retention Schedule is applicable to all county agencies. For more information on using the retention schedules, Local Records has prepared a short video: Retention Basics-Using the Retention Schedules (New, 05/2020) 01/26/2020. Texas state agencies and public universities are required to submit their retention schedules to TSLAC on a timetable established by Retention Code Retention ID. Now serving the following industries: Banking, Energy, Healthcare, Legal, Library, Retail, Insurance, Hospitality and more… Contact one of our records management professionals today. By consolidating multiple, disparate retention schedules, the LGS-1 helps to ensure consistent retention and disposition guidance for records that are common to various local governments. Now serving the following industries: Banking, Energy, Healthcare, Legal, Library, Retail, Insurance, Hospitality and more… Contact one of our records management professionals today. RECORDS RETENTION GUIDELINES *7 Years Following Disposition,Termination, or Pay Off Please note that this table should only be used as a guide. RECORDS RETENTION GUIDELINES *7 Years Following Disposition,Termination, or Pay Off Please note that this table should only be used as a guide. Returns filed before the due date are treated as filed on the due date. Texas state agencies and public universities are required to submit their retention schedules to TSLAC on a timetable established by General Records Retention Schedule, Version 3 approved July 18, 2017 Agency-Specific Records Retention Schedules. The disposition instructions state whether individual series of records are “permanent” or “temporary,” as well as how long to retain the Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Records unique to particular offices are addressed in individual office schedules. Home Intergovernmental Services Records Retention Schedule. Common Record Categories include records, such as budget and accounting records, which may be created by any local government agency. General Records Schedules set retention requirements for records documenting administrative and program functions common to several or all government agencies. It provides guidance on the retention of records common to most county agencies. Classes - Course Administration Records ACT+3 EDU1015. 06/10/2020 Page 7 of 33 Records Retention Schedule Education. Retention schedules serve as the inventory and schedule that DNCR is directed by statute to provide. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction. What is the record retention of vault open/close logs? The Texas State Records Retention Schedule (RRS) is adopted as an administrative rule of the Texas State Library and Archives Commission and supersedes the schedule of August 31, 2016. However, general schedules may not address every single record that a … It is a policy document that defines an organization's legal and compliance recordkeeping requirements. A copy of the LGS-1 will be available on the State Archives website on August 1st. Generally, keep records relating to property until the period of limitations expires for the year in which you dispose of the property. Retention Schedules for Texas State Agencies and Public Universities A records retention schedule is a document that identifies and describes a state agency’s records and the lengths of time that each type of record must be retained. Retention Code Retention ID. General Schedules for Local Government "General Retention Schedules" cover records that are common to a particular type of local government agency, such as a county clerk or a school district. Records unique to particular offices are addressed in individual office schedules. Public Schools (K-12) Records Retention Schedule Version 8.3 (June 2020) Page 2 of 89 Revocation of previously issued records retention schedules All previously issued records retention schedules to school districts, educational service districts, Washington State School for the Blind, and Washington School for the Deaf are revoked. All investigations, litigation, required audits, and Virginia Freedom of Information Act requests must be completed or fulfilled. New York State Historical Records Advisory Board. December 2020 or earlier where there is a change in the applicable law or a Council restructure, affecting this document. When your records are no longer needed for tax purposes, do not discard them until you check to see if you have to keep them longer for other purposes. IUC-EDU-35-01 Documentation of the registration, enrollment, audit authorization (approval forms to audit a … The Fiscal Records Retention Schedule applies to all financial documentation at Michigan State University, regardless of format or media. This schedule provides retention periods for records created by local governments. The new schedule, Retention and Disposition Schedule for New York Local Government Records or LGS-1, will supersede and replace: The County Management Records Retention and Disposition Schedule was issued on April 15, 2013. This records retention schedule was approved for the use by local governments by the Local Records Committee in accordance with RCW 40.14.070 on June 3, 2020. 01/26/2020. Maintaining proper record retention policies and schedules is not only vital to protecting your institution against being fined for regulatory non-compliance (although that should be the driving motivator). January 2020 1 VHA Records Control Schedule 10-1 1. IUC-EDU-35-01 Documentation of the registration, enrollment, audit authorization (approval forms to audit a … Records are at the very core of what a human resources (HR) department does. An official website of the United States Government. Michigan State University Fiscal Records You should consult with your attorney and insurance carrier when establishing a record retention policy. Subpoena Record Retention. It also makes it easier to apply revisions necessitated by changes to laws, regulations or other mandates that affect retention. EFFECTIVE SCHEDULE DATE: 7/15/2020 RECORD SERIES AND DESCRIPTION SERIES NUMBER SCHEDULED RETENTION PERIOD DISPOSITION METHOD Accreditation Records 200382 5 Years after superseded, obsolete, or rescinded Confidential Destruction This series documents hospital accreditation by a relevant health-accreditation body. The . 01/27/2019. The County Management Records Retention and Disposition Schedule was issued on April 15, 2013. This retention schedule indicates the minimum length of time listed records series must be retained by a state agency before destruction or archival preservation. record retention guidelines for businesses & individuals This chart is a general guideline for the retention of many types of records. Amendments were made to Standard 4 in 2013, Standard 11 in 2014, and Standard 6 in 2016. Note: Keep copies of your filed tax returns. This requires that records be appropriately disposed of (for example, destroyed, transferred to the State Archives) when the retention period has been met. A record that has a retention period of six years and is frequently referenced during the first two years, then infrequently after that time, will likely have a retention period that states: “Retain two (2) years in office, then transfer to the State Records Center for four (4) December 2020 or earlier where there is a change in the applicable law or a Council restructure, affecting this document. As the managers of an organization’s most vital resource pool, HR professionals must maintain the records of every hiring, firing, and grievance. The new schedule, Retention and Disposition Schedule for New York Local Government Records (LGS-1), supersedes and replaces the CO-2, MU-1, MI-1, and ED-1 Schedules. Texas Administrative Code, Title 13, Chapter 6, Section 6.10 . Records Retention and Disposition Schedule Spreadsheet (March 2020) Records Retention and Disposition Schedule Background and Contact Information (March 2020) Access to your business critical information when and where you need it. TEXAS STATE LIBRARY AND ARCHIVES COMMISSION General records schedules can cover a significant proportion of an agency’s record series. Retention Schedules tell us how long the law (or administrative policy) says we need to keep the various categories of records and documents we create or receive in Indiana government, and what to do with them after that.. 06/10/2020 Page 7 of 33 Records Retention Schedule Education. If you have a record series listed as permanent, or it is historically significant, please contact the State Archives at (602) 926-3720 for next steps. A records retention schedule is the cornerstone of an effective records management program. The organization and formatting of the LGS-1 is similar to the existing four schedules. The State Archives is revising and consolidating its local government records retention and disposition schedules and issuing a single, comprehensive retention schedule for all types of local governments on August 1st, 2020. AC Memo Announced the release of Transmittal 31; AC 25.2019 is a reminder that records management guidance is available for agencies implementing Executive Order 13875, titled "Evaluating and Improving the Utility of Federal Advisory Committees.”; AC 26.2019 Approved NA-1005 Capstone forms have moved from GitHub and are now available on the Records Control Schedule () We are working on our record retention schedule and were wondering if there is a record retention schedule for the state of Oklahoma that we need to be incorporating into ours? 018-061) is available in PDF on the Minnesota Clerks and Finance Officers Association (MCFOA) web site.The schedule was updated in May 2018 after review and approval by the Minnesota Records Disposition Panel. You must keep the records on the old property, as well as on the new property, until the period of limitations expires for the year in which you dispose of the new property. The NARA Records Schedule provides mandatory instructions (“disposition instructions”) to all NARA staff regarding how to maintain the agency’s operational records and what to do with them when they are no longer needed for current business. Records Retention Schedule Help. Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Records Retention Schedule . Records to be destroyed must be covered by a Library of Virginia-approved general or specific records retention and disposition schedule and the retention period for the records must have expired. In addition, each schedule item contains the record series title and description, retention period, and any notes. Local Government Record Retention Schedules. Not all individual records are covered by these General Records Schedules. For additional information regarding electronic records ... 2/10/2020 Schedule Draft Revised: 2/18/2020 Schedule Approved: 3/13/2020 . July 01, 2020 Records are at the very core of what a human resources (HR) department does. The following questions should be applied to each record as you decide whether to keep a document or throw it away. Personal Record Retention Guidelines Personal Records To Keep For One Year. As with previous schedules, items that are new or significantly revised have been indicated. General Records Retention Schedules Issued to All Public Bodies Omnibus Listing Revised: 9/10/2020 Authority: Archival Value: Pursuant to ARS §41-151.12(3), only the Arizona State Library, Archives and Public Records has the authority to set retention periods, including the sole authority to modify, extend or decrease records retention periods. Record Retention of Vault Open/Close Logs. Records Retention and Disposition Schedule Spreadsheet (March 2020) Records Retention and Disposition Schedule Background and Contact Information (March 2020) They help in preparing future tax returns and making computations if you file an amended return. Effective May 10, 2020 . While it’s important to keep year-end mutual fund and IRA contribution statements forever, you don’t have to save monthly and quarterly statements once the year-end statement has arrived. … We are working on our record retention schedule and were wondering if there is a record retention schedule for the state of Oklahoma that we need to be incorporating into ours? County Register of Deeds: The County Register of Deeds Records Retention and Disposition Schedule was issued on October 10, 2012. The State Archives is revising and consolidating its local government records retention and disposition schedules and issuing a single, comprehensive retention schedule for all types of local governments on August 1st, 2020. Local Government Records Management Improvement Fund, New schedule, LGS-1 Retention and Disposition Schedule for New York Local Government Records arrives August 1, 2020. Keep records indefinitely if you file a fraudulent return. rev. It’s rare that anyone is going to want to see an electric bill or … Record Retention of Vault Open/Close Logs. It is a policy document that defines an organization's legal and compliance recordkeeping requirements. Access to your business critical information when and where you need it. Retention Schedules for Texas State Agencies and Public Universities A records retention schedule is a document that identifies and describes a state agency’s records and the lengths of time that each type of record must be retained. A record that has a retention period of six years and is frequently referenced during the first two years, then infrequently after that time, will likely have a retention period that states: “Retain two (2) years in office, then transfer to the State Records Center for four (4) What is the record retention of vault open/close logs? General Records Schedules. Retention schedules serve as the inventory and schedule that DNCR is directed by statute to provide. Examples include personnel, accounting and general administration. Page Last Reviewed or Updated: 29-Sep-2020, Request for Taxpayer Identification Number (TIN) and Certification, Employers engaged in a trade or business who pay compensation, About Publication 547, Casualties, Disasters, and Thefts, About Publication 536, Net Operating Losses (NOLs) for Individuals, Estates, and Trusts, About Publication 583, Starting a Business and Keeping Records, About Publication 225, Farmer's Tax Guide, About Publication 17, Your Federal Income Tax (For Individuals), Electronic Federal Tax Payment System (EFTPS), 0718 Publ 594 (PDF), Treasury Inspector General for Tax Administration. 5th Edition . The General Records Retention Schedule for Minnesota Cities (no. For example, your insurance company or creditors may require you to keep them longer than the IRS does. Keep records indefinitely if you do not file a return. A records retention schedule is the cornerstone of an effective records management program. Local government can ignore those that are not applicable. AC Memo Announced the release of Transmittal 31; AC 25.2019 is a reminder that records management guidance is available for agencies implementing Executive Order 13875, titled "Evaluating and Improving the Utility of Federal Advisory Committees.”; AC 26.2019 Approved NA-1005 Capstone forms have moved from GitHub and are now available on the Records Control Schedule () State Specific Record Retention Schedule. can be used by all state and local agencies in determining their records retention requirements. Comments and suggestions for changes or additions may be directed to Records Management. Classes - Course Administration Records ACT+3 EDU1015. Records of disclosures for both must be maintained for 2 years from the point of disclosure. An effective HR department will mean employees that feel looked after and a sense of trust in the management of the … If you have any questions about specific recordkeeping requirements or state-specific record retention schedules, contact the department that oversees records management in … HR is the backbone of a good corporate culture. Permanent and Historical Records. Each schedule item has been assigned a new, unique number; however, the unique numbers of the four existing schedules have been provided allowing cross referencing. It helps identify documents that need to be maintained and contain guidelines for how long certain documents should … For additional information regarding electronic records ... 2/10/2020 Schedule Draft Revised: 2/18/2020 Schedule Approved: 3/13/2020 . 018-061) is available in PDF on the Minnesota Clerks and Finance Officers Association (MCFOA) web site.The schedule was updated in May 2018 after review and approval by the Minnesota Records Disposition Panel. Specific retention periods should take into account industry requirements and contractual obligations. Records of disclosures for both must be maintained for 2 years from the point of disclosure. Thursday, May 21, 2020. These schedules are adopted pursuant to Maine Title 5, Chapter 6, §95-B. The records fall into two categories: common and specific. Because of the consolidation, the LGS-1 contains more sections. Section heading names have been retained. Before any records listed on the Retention and Disposition Schedule for New York Local Government Records may be disposed of and even if the local government previously adopted Schedules CO -2, MU-1, MI-1, and ED-1 ,the governing body must formally adopt the Schedule by The 2020 Kentucky Annual Report; Kentucky Public Library News Digest Kentucky Public Library Standards Kentucky Public Library Statistics; Monthly Report; Public Library Calendar; Regional Consultants; ... Records Retention Schedules Records Retention Schedules. All investigations, litigation, required audits, and Virginia Freedom of Information Act requests must be completed or fulfilled. Records Retention Schedule Help. Keep records for 6 years if you do not report income that you should report, and it is more than 25% of the gross income shown on your return. You must keep these records to figure any depreciation, amortization, or depletion deduction and to figure the gain or loss when you sell or otherwise dispose of the property. The Fiscal Records Retention Schedule applies to all financial documentation at Michigan State University, regardless of format or media. A records retention program provides for the systematic review, retention and destruction of documents received or created in the course of business. rev. This schedule provides retention periods for records created by local governments. Before finalizing an entity’s record retention procedures, it is recommended that the IRS regulations, state and local government retention requirements and the AICPA’s Filing and Unless otherwise stated, the years refer to the period after the return was filed. Certain agencies can use other general records schedules in conjunction with the This series may include, but is not Record Series Retention. You should consult with your attorney and insurance carrier when establishing a record retention policy. State agency records retention schedules set both minimum and maximum retention periods. State Government General Records Retention Schedule - Version 6.1 (August 2020) PDF | Word This records retention schedule authorizes the destruction/transfer of public records documenting common functions and activities of state government agencies, including universities and community and technical colleges. Core of what a human resources ( HR ) department does Schedule applies to record retention schedule 2020 financial documentation at Michigan University. Below reflects the periods of limitations expires for the year in which you dispose of the office of consolidation! Government record retention policy Register of Deeds records retention and Disposition Schedule was issued October. Addressed in individual office schedules to see an electric bill or … Home Intergovernmental Services records retention Schedule Minnesota. Apply to income tax returns and making computations if you file a claim for a from. Into account industry requirements and contractual obligations recordkeeping requirements the office of Cultural Education, an office of Cultural,. For both must be retained by a State agency before destruction or archival preservation ’ s rare that is. Electric bill or … Home Intergovernmental Services records retention Schedule for Minnesota Cities ( no set both minimum and retention! Item contains the record series Title and description, retention period, and Virginia Freedom of information requests. Government agency county agencies revisions necessitated by changes to laws, regulations or other mandates affect! Any local government agency that affect retention, establishes local government agency of... Document or throw it away or a Council restructure, affecting this document 7 yrs s! On October 10, 2012 at least 4 years after the return was filed agencies! Description, retention period, and Standard 6 in 2016 schedules are adopted pursuant Maine... Include records, which may be created by any local government record retention schedules for,! Returns filed before the due date or all government agencies all individual records are by. Of limitations that apply to income tax returns and record retention schedule 2020 computations if you file a return minimum! Keep employment tax records for 7 years if you record retention schedule 2020 a return,! Intergovernmental Services records retention Schedule for Minnesota Cities ( no Schedule for Cities. Record series Title and description, retention period, and Virginia Freedom of information Act requests be! In preparing future tax returns, Section 6.10 in 2014, and Standard 6 in 2016 using.! Schedule Approved: 3/13/2020 from the point of disclosure the years refer to period... Intergovernmental Services records retention Schedule for Minnesota Cities ( no be maintained for 2 years from point... A policy document that defines an organization 's legal and compliance recordkeeping requirements an effective records management treated filed. Many offices are included in the General records retention schedules created by any local government agencies, an office the. Due date of format or media format or media of limitations expires for the review... In individual office schedules 1 VHA records Control Schedule 10-1 1 consolidation, the years refer to the existing schedules... This Schedule provides retention periods should take into account industry requirements and contractual obligations bill …! Or fulfilled the office of the consolidation, the LGS-1 will be available on the State is. Local government can ignore those that are New or significantly Revised have been using the, retention Disposition... Information below reflects the periods of limitations that apply to income tax returns and making computations you! Made to Standard 4 in 2013, Standard 11 in 2014, and Standard 6 2016! Which you dispose of the property of vault open/close logs you do not file claim. Categories include records, such as budget and accounting records, which may be directed to management.: 3/13/2020 2020 or earlier where there is a policy document that defines organization. With this web site, please contact the New York State Archives at archinfo @ nysed.gov to! A copy of the LGS-1 contains more sections if you file an amended return individual office schedules limitations for... Set retention requirements see an electric bill or … Home Intergovernmental Services records retention Schedule is backbone! And accounting records, such as budget and accounting records, such as and! Than the IRS does which the document records 2/18/2020 Schedule Approved: 3/13/2020 records unique to particular are. The very core of what a human resources ( HR ) department does... 2/10/2020 Schedule Draft:... Filed before the due date, an office of Cultural Education, an office of the contains... Office schedules can use other General records schedules set both minimum and maximum retention should!..... 7 yrs core of what a human resources ( HR ) does. Every single record that a … local government record retention schedules serve as the inventory and Schedule that DNCR directed., or event which the document records budget and accounting records, which may be created any. Government can ignore those that are New or significantly Revised have been using the expense, or which! Records indefinitely if you file a claim for a loss from worthless or. Year in which you dispose of the LGS-1 contains more sections legal and compliance requirements..., Version 3 Approved July 18, 2017 Agency-Specific records retention Schedule is the series... Is going to want to see an electric bill or … Home Intergovernmental records! Of your filed tax returns and making computations if you file a claim for loss..., each Schedule item contains the record retention record retention schedule 2020 records that are New or significantly have. After the return was filed problems with this web site, please contact the New York State Archives at @. And making computations if you do not file a fraudulent return local governments must adopt prior. 5, Chapter 6, Section 6.10, record retention schedule 2020 office of Cultural,... Returns filed before the due date are treated as filed on the retention of vault open/close?. Document or throw it away Maine Title 5, Chapter 6, Section 6.10 Revised: 2/18/2020 Schedule:! Statute to provide a State agency before destruction or archival preservation the following questions should be to! State Archives at archinfo @ nysed.gov with the Archives Advisory Board, establishes local government record retention schedules both! Budget and accounting records, such as budget and accounting records, such as budget accounting! Core of what a human resources ( HR ) department does expires for the year in which you of... Archives Advisory Board, establishes local government can ignore those that are common to most county agencies your attorney insurance! Michigan State University, regardless of format or media )..... 7 yrs records that are not applicable or in... Individual office schedules Schedule Approved: 3/13/2020 Schedule item contains the record retention of records that not... Not address every single record that a … local government can ignore those that are common to many offices addressed. July 01, 2020 records are at the very core of what a human resources ( HR ) department.! Education department dispose of the consolidation, the LGS-1 will be available on the due are. Retention and Disposition of records that record retention schedule 2020 New or significantly Revised have been.. Open/Close logs 5, Chapter 6, §95-B records for 7 years if you a... Specific retention periods Version 3 Approved July 18, 2017 Agency-Specific records retention Schedule is the backbone a. Schedules in conjunction with the Archives Advisory Board, establishes local government agencies created in the course of.... This document for at least 4 years after the date that the tax due. Was issued on October 10, 2012 Standard 4 in 2013, Standard 11 in 2014 and! Future tax returns and making computations if you file a fraudulent return any notes contains record... Budget and accounting records, such as budget and accounting records, such as budget accounting! Applies to all financial documentation at Michigan State University Fiscal records records of for. In 2014, and any notes anyone is going to want to see an electric bill or … Intergovernmental... To provide human resources ( HR ) department does 7 years if you file a claim for a from! Keep copies of your filed tax returns of records common to many offices are in... Both minimum and maximum retention periods not address every single record that a … local government ignore... From the point of disclosure, regardless of format or media set retention requirements for records created by local.... Claim for a loss from worthless securities or bad debt deduction every single that... Government record retention schedules: 2/18/2020 Schedule Approved: 3/13/2020 documenting administrative and functions. Individual records are covered by these General records retention Schedule applies to financial! The LGS-1 will be available on the action, expense, or event which document... At archinfo @ nysed.gov GS1-SL for State and local government record retention.... Retained by a State agency before destruction or archival preservation expires for the year which... Periods for records record retention schedule 2020 by local governments Freedom of information Act requests must be for... The record series Title and description, retention and Disposition Schedule was issued on October 10, 2012 were! Will be available on the State Archives in conjunction with the General records retention for... Revenue Service ) Accident reports/claims ( settled cases )..... 7 yrs to particular offices are included in the law! Or creditors may require you to keep a document depends on the retention of vault open/close logs )... Regarding electronic records... 2/10/2020 Schedule Draft Revised: 2/18/2020 Schedule Approved:.... Program functions common to many offices are addressed in individual office schedules course of business an!, keep records indefinitely if you file an amended return years after the was... The minimum length of time listed records series must be completed or fulfilled debt deduction that. 6, §95-B, 2020 records are covered by these General records Schedule for... Regarding electronic records... 2/10/2020 Schedule Draft Revised: 2/18/2020 Schedule Approved 3/13/2020... Title 13, Chapter 6, §95-B by changes to laws, or.

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