Kansas Records Retention Schedules

Results of Query:

Agency Code: 565-006 (Department of Revenue. Office of the Secretary)
Subagency: Policy and Research

Page 1 of 1 showing 6 records of 6 total, starting on record 1

Agency Number: 565-006
Department of Revenue
Office of the Secretary
Policy and Research

SERIES ID	0178-565
TITLE	Annual Report Drafts
DESCRIPTION	Working files compiled and used to produce the agency annual report.
RETENTION	002 cldr yrs
DISPOSITION	Destroy
RESTRICTIONS	Portions per KSA 74-2012, 75-5133, 79-3234, 45-221(a)(20) and 18 USC sub section
APPROVED	2004-10-14
K.A.R. NUMBER	53-2-140

SERIES ID	0179-565
TITLE	Correspondence - Policy Related
DESCRIPTION	Private Letter Rulings and Opinion Letters in which the departments position concerning whether or not a particular entity or situation is taxable is set out. May include documents such as the taxpayers request, supporting documentation, research documents, and the departments response.
RETENTION	See Comments
COMMENTS	Retain until case closed plus 10 calendar years, then transfer to archives.
DISPOSITION	Archives
RESTRICTIONS	Portions per KSA 75-5133 and 79-3234
APPROVED	2004-10-14
K.A.R. NUMBER	53-2-140

SERIES ID	0180-565
TITLE	Exemption Certificates
DESCRIPTION	Documents related to the issuance of exemption numbers to qualified entities. Includes the request, supporting documentation, the certificate or denial letter, and any other related documentation.
RETENTION	See Comments
COMMENTS	Retain 4 calendar years after expiration date on exemption certificate.
DISPOSITION	Destroy
RESTRICTIONS	Portions per KSA 75-5133
APPROVED	2004-10-14
K.A.R. NUMBER	53-2-140

SERIES ID	0181-565
TITLE	Exemption Certificates - Projects
DESCRIPTION	Requests for exemption on particular projects for qualified entities. Includes the request, supporting documentation, the certificate or denial letter, and completion certificate or information.
RETENTION	See Comments
COMMENTS	Retain 4 calendar years after completion of project, then destroy.
DISPOSITION	Destroy
RESTRICTIONS	Portions per KSA 75-5133
APPROVED	2004-10-14
K.A.R. NUMBER	53-2-140

SERIES ID	0182-565
TITLE	Policy Council Agendas and Minutes
DESCRIPTION	Copies of agendas and minutes from Policy Council meetings along with any supporting documentation that is used during meeting discussions. The Policy Council is comprised of division directors that formulate policy.
RETENTION	005 cldr yrs
DISPOSITION	Archives
RESTRICTIONS	Portions per KSA 74-2012, 75-5133, 79-3234, and 18 USC sub section 2721 et seq.
APPROVED	2004-10-14
K.A.R. NUMBER	53-2-140

SERIES ID	0183-565
TITLE	Special Projects Files
DESCRIPTION	Wide variety of materials gathered for use in bureau research projects: correspondence, reports, data files, tax simulations, computer systems design and development, etc.
RETENTION	002 cldr yrs
COMMENTS	Retain for 2 calendar years after end of project, then transfer to the Archives for purging.
DISPOSITION	Archives
RESTRICTIONS	Portions per KSA 74-2012, 75-5133, 79-3234, and 18 USC sub section 2721 et seq.
APPROVED	2004-10-14
K.A.R. NUMBER	53-2-140