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Kansas Records Retention Schedules

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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 

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