Utah Department of Administrative Services

Division of Archives & Records Service

Utah State Tax Commission. Economic & Statistical Unit

84311--Car and truck sales reports
84312--Statistics of income report
84313--Selected state tax rates reports
84314--Hotel sales, room rents, transient taxes and tourism taxes reports
84315--Retail sales and services forecast reports
84316--Taxable retail sales and purchases report
84317--Economic and tax research reports
84318--Revenue forecast reports
23942--Utah's household tax burdens report
24204--TC-23 monthly revenue summaries
22325--Car and truck registrations in Utah reports
22326--Direct sales by zip code reports
22372--Income tax statistics reports
22373--Corporate franchise tax reports
22374--Family based statistics of income reports
22393--Western states' tax burdens reports
16572--Statistical survey working papers
4102--Largest sales taxpayers report

AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 84311
TITLE: Car and truck sales reports
DATES: 1980-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 2.00 cubic feet.

DESCRIPTION: This report contains statistics and analysis of quarterly car and truck sales in Utah. UCA 59-1-210 (24), 1990, requires the Tax Commission to compile and publish statistics relating to taxation in the state of Utah. This report includes a short review of each vehicle-class quarterly performance, as well as statistical tables showing comparisons and trends. Since vehicle sales significantly impact retail sales in the state, this report functions as an indicator of sales growth or decline throughout the state. It is intended for governmental or private enterprise use.

This report is added quarterly as part of a computer spread sheet program; at the end of the fourth quarter this report becomes the annual report. The initial edition, published in 1982, includes all of 1980, 1981, and the first half of 1982. Subsequent editions-except 1985 and 1986-contain only quarterly reports.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Computer data files: For records beginning in 1986 and continuing to the present. Retain in Office until administrative need ends and then delete.

APPRAISAL

Administrative Historical

The agency has indicated an administrative need for these publications. These reports are also of historical value. They document government policy and would assist researchers in understanding economic influences on tax collections.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 84312
TITLE: Statistics of income report
DATES: 1978-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 2.00 cubic feet.

DESCRIPTION: This statistical report is regarding personal income and federal taxes paid by the people of Utah. It functions as a reference for public and private economic planning. UCA 59-1-210 (24), 1990, requires the Tax Commission to compile and publish statistics relating to taxation in the state of Utah. This data include total adjusted gross income, statistics, percentage tax distribution among the population and average tax paid per return. The report lists this data for both the state as a whole, and the counties and major Utah cities to allow for more specific and varied analyses.

This report is added to quarterly as part of a computer spread sheet program, at the end of the fourth quarter this report becomes the annual report.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then microfilm and transfer to State Archives with authority to weed.

Computer data files: For records beginning in 1986 and continuing to the present. Retain in Office until administrative need ends and then delete.

Microfiche master: Retain in State Archives permanently with authority to weed.

Microfiche duplicate: Retain in State Archives permanently with authority to weed.

APPRAISAL

Administrative Historical

The agency has indicated an administrative need for these publications. These reports are also of historical value. They document government policy and would assist researchers in understanding economic influences on tax collections.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 84313
TITLE: Selected state tax rates reports
DATES: 1980-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 0.50 cubic feet.

DESCRIPTION: This report is a biannual statistical report that compares business and income tax burdens for selected western states. UCA 59-1-210 (24), 1990, requires the Tax Commission to compile and publish statistics relating to taxation in the state of Utah. Each volume contains a profile of various state business and income tax burdens, comparative analyses and various tables for clarification. A summary outlines each section and explains data and comparisons. This series is produced to assist in economic and tax policy making. Current reports include statistics on all states and some summary of analysis.

This report is added quarterly as part of a computer spread sheet program; at the end of the fourth quarter this report becomes the annual report.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Computer data files: For records beginning in 1986 and continuing to the present. Retain in Office until administrative need ends and then delete.

APPRAISAL

Administrative Historical

The agency has indicated an administrative need for these publications. These reports are also of historical value. They document government policy and would assist researchers in understanding economic influences on tax collections. This is an important source for data on the Utah economy and tax rates

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 84314
TITLE: Hotel sales, room rents, transient taxes and tourism taxes reports
DATES: 1978-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 1.00 cubic foot.

DESCRIPTION: This report is an annual summary review of hotel sales and room rents. UCA 59-1-210 (24), 1990, requires the Tax Commission to compile and publish statistics relating to taxation in the state of Utah. It includes three sections: hotel sales, room rents, and transient room taxes; resort communities sales tax and tourism, recreational, cultural and convention facilities tax; and historic transient room tax and tourism tax information. Each section outlines comparative trends and changes in various aspects of the industries, thereby reflecting a need for possible tax policy changes. The appendix also furnishes exact remittances by county.

The summary is added quarterly as part of a computer spread sheet program; at the end of the fourth quarter this report becomes the annual summary.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Computer data files: For records beginning in 1986 and continuing to the present. Retain in Office until administrative need ends and then delete.

APPRAISAL

Administrative Historical

The agency has indicated an administrative need for these publications. These reports are also of historical value. They document government policy and would assist researchers in understanding economic influences on tax collections. These are the statistical summaries used to create other studies.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 84315
TITLE: Retail sales and services forecast reports
DATES: 1984-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 1.00 cubic foot.

DESCRIPTION: This report is a detailed forecast of retail, service and equipment sales in Utah. UCA 59-1-210 (24), 1990, requires the Tax Commission to compile and publish statistics relating to taxation in the state of Utah. These records are produced to assist governmental agencies in economic analysis and planning. The four sections respectively analyze the retail sales and services forecast with hindsight, summarize that year's highlights, provide a brief description of the model, and display the plots of simulated values for each sector. Each volume begins with a general explanation of the trends and changes during the year and a forecast of projected retail, service, and equipment sales. Tables and graphs help to illustrate the results.

This report is added quarterly as part of a computer spread sheet program; at the end of the fourth quarter this report becomes the annual report.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Computer data files: For records beginning in 1986 and continuing to the present. Retain in Office until administrative need ends and then delete.

APPRAISAL

Administrative Historical

The agency has indicated an administrative need for these publications. These reports are also of historical value. They document government policy and would assist researchers in understanding economic influences on tax collections.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 84316
TITLE: Taxable retail sales and purchases report
DATES: 1981-
ARRANGEMENT: Chronological.
ANNUAL ACCUMULATION: 1.50 cubic feet.

DESCRIPTION: These are annual reports of Utah gross retail sales and purchases. They are produced to provide a review of retail sales for governmental or private enterprise economic managers. UCA 59-1-210 (24), 1990, requires the Tax Commission to compile and publish statistics relating to taxation in the state of Utah. The report includes various statistical manipulations, such as the distribution of shoes retailed by industry and/or classified by city and county. The first section outlines an analysis and summary of the data.

This report is added quarterly as part of a computer spread sheet program; at the end of the fourth quarter this report becomes the annual report. Most fourth quarter volumes include calendar year-end statistics.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Computer data files: For records beginning in 1986 and continuing to the present. Retain in Office until administrative need ends and then delete.

APPRAISAL

Administrative Historical

The agency has indicated an administrative need for these publications. These reports are also of historical value. They document government policy and would assist researchers in understanding economic influences on tax collections.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 84317
TITLE: Economic and tax research reports
DATES: 1982-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 1.00 cubic foot.

DESCRIPTION: This report contains research publications of tax rates, revenues, and other considerations affecting taxes in Utah. UCA 59-1-210 (24), 1990, requires the Tax Commission to compile and publish statistics relating to taxation in the state of Utah. These reports are produced to assist in governmental policy. The analyses include reports on Corporate income, Mineral production Withholding tax, the Impact of the President's tax proposal in Utah, Executive summary on property taxation, Broadening the sales tax base, Tax rate changes, Revenue forecasts, the Impact of federal tax reforms on state revenue and the effects of economic forces such as inflation and unemployment on the tax base. Each report also contains a summary and evaluation of the tax influences on the economy.

This report is added to quarterly as part of a computer spread sheet program (with periodic printouts), at the end of the fourth quarter this report becomes the annual report.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Computer data files: For records beginning in 1986 and continuing to the present. Retain in Office until administrative need ends and then delete.

APPRAISAL

Administrative Historical

The agency has indicated an administrative need for these publications. These reports are also of historical value. They document government policy and would assist researchers in understanding economic influences on tax collections.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 84318
TITLE: Revenue forecast reports
DATES: 1985-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 1.00 cubic foot.

DESCRIPTION: These revenue forecast reports are quarterly publications of real and projected tax revenue collections. UCA 59-1-210 (24), 1990, requires the Tax Commission to compile and publish statistics relating to taxation in the state of Utah. These reports function as reference for governmental fiscal policy, and agencies use the information to guide their financial direction. The reports include economic analyses of the state, region, and nation; revenue comparisons for preceding years; and revenue updates of collections forecasts. Specific information covers economic growth indicators such as employment statistics and wage growth as well as economic and tax revenue outlooks. An appendix of statistical data concludes the reports.

This report is added quarterly as part of a computer spread sheet program; at the end of the fourth quarter this report becomes the annual report.

RETENTION

Retain permanently.

DISPOSITION

Retain in agency custody.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years or until microfilmed and then destroy provided microfilm has passed inspection.

Microfilm master: Retain in State Archives permanently with authority to weed.

Microfilm duplicate: Retain in Office permanently.

Computer data files: For records beginning in 1986 and continuing to the present. Retain in Office until administrative need ends and then delete.

APPRAISAL

Administrative Historical

The agency has indicated an administrative need for these publications. These reports are also of historical value. They document government policy and would assist researchers in understanding economic influences on tax collections.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 23942
TITLE: Utah's household tax burdens report
DATES: 2001-
ARRANGEMENT: Chronological.

DESCRIPTION: Any record, regardless of format, that is issued by a governmental entity for public distribution at the total or partial expense of that governmental entity. See Utah Code Section 9-7-101 8(a)(b) (2010) and 9-7-208 (2006)

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 25.

Disposition based on the value of these records in documenting agency/program achievements, policies, procedures, and function.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 24204
TITLE: TC-23 monthly revenue summaries
DATES: 1994-
ARRANGEMENT: Chronological.

DESCRIPTION: Any record, regardless of format, that is issued by a governmental entity for public distribution at the total or partial expense of that governmental entity. See Utah Code Section 9-7-101 8(a)(b) (2010) and 9-7-208 (2006)

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 25.

Disposition based on the value of these records in documenting agency/program achievements, policies, procedures, and function.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 22325
TITLE: Car and truck registrations in Utah reports
DATES: 1991-
ARRANGEMENT: Chronological.

DESCRIPTION: Any record, regardless of format, that is issued by a governmental entity for public distribution at the total or partial expense of that governmental entity. See Utah Code Section 9-7-101 8(a)(b) (2010) and 9-7-208 (2006)

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 25.

Disposition based on the value of these records in documenting agency/program achievements, policies, procedures, and function.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 22326
TITLE: Direct sales by zip code reports
DATES: 1987-
ARRANGEMENT: Chronological.

DESCRIPTION: This series contains reports with information pertaining to direct, taxable sale by zip code. The reports are divided into sections about the Wasatch Front, Salt Lake County, Utah County, Davis County, Weber County and all other Utah zip code sales by major industry. The information in the reports is presented primarily through charts, maps and tables.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

Disposition based on the value of these records in documenting agency/program achievements, policies, procedures, and function.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 22372
TITLE: Income tax statistics reports
DATES: 1988-
ARRANGEMENT: Chronological.

DESCRIPTION: These reports contain detailed descriptions of data from state income tax returns with information pertaining to data description, frequently asked questions, filing status, tax brackets, income class, and residency.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

Disposition based on the value of these reports in documenting agency/program achievements, policies, procedures, and function.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 22373
TITLE: Corporate franchise tax reports
DATES: 1980-
ARRANGEMENT: Chronological

DESCRIPTION: These reports contain detailed descriptions of data from state corporate franchise tax returns with information pertaining to data description, apportionment, tax credits and base corporate tax data.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

Disposition based on the value of these reports in documenting agency/program achievements, policies, procedures, and function.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 22374
TITLE: Family based statistics of income reports
DATES: 1993-
ARRANGEMENT: Chronological

DESCRIPTION: These reports contain detailed descriptions of data from income tax returns and groups returns into units such as households or families and not individuals. The data are sorted by county, city and zip code with information pertaining to adjusted gross income, number of returns, federal tax paid, federal tax rate and number of exemptions.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

Disposition based on the value of these records in documenting agency/program achievements, policies, procedures, and function.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 22393
TITLE: Western states' tax burdens reports
DATES: 1984-
ARRANGEMENT: Chronological.

DESCRIPTION: This series contains reports with information pertaining to business tax burdens, household tax burdens, tax capacity, tax effort, methodology, and business shares of sales and property taxes, from a number of western states.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

Disposition based on the value of these records in documenting agency/program achievements, policies, procedures, and function.

PRIMARY DESIGNATION

Public


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 16572
TITLE: Statistical survey working papers
DATES: 1980-
ARRANGEMENT: Numerical by report type, thereunder chronological
ANNUAL ACCUMULATION: 1.00 cubic foot.

DESCRIPTION: These work papers provide documentation used to prepare the published statistical reports. They contain copies of returns, questionnaires, surveys, compilations, and other documents generated by taxpayers or by Tax Commission employees.

RETENTION

DISPOSITION

.

FORMAT MANAGEMENT

Paper: Retain in Office until administrative need ends and then destroy.

Computer data files: Retain in Office until administrative need ends and then erase.

APPRAISAL

Administrative

This disposition is based on the needs expressed by the Tax Commission to retain these working papers until the statistical report has been compiled. After the statistical report has been compiled, these working paper are no longer valuable and can be destroyed.

PRIMARY DESIGNATION

Private. For workpapers on individuals.

SECONDARY DESIGNATION

Protected. UCA 63G-2-305(13)(2008)


AGENCY: Utah State Tax Commission. Economic & Statistical Unit

SERIES: 4102
TITLE: Largest sales taxpayers report
DATES: 1983-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 2.00 cubic feet.

DESCRIPTION: These are quarterly reports on taxable sales by institutions doing business in the state of Utah. This report provides data on sales, tax collection, and the economy in Utah. It is prepared by the Tax Commission's Economic Unit. The information is collected from the units quarterly sales and use tax returns. This includes Doing Business As, (business name and monthly ranking), sales account number, type of business, local and state sales tax totals, gross taxable sales and percent charges in taxable sales from the same quarter of the previous year. Also contains name of business, owners name and amount of tax collected.

This report is added to quarterly as part of a computer spread sheet program. At the end of the fourth quarter this report becomes the annual report.

RETENTION

DISPOSITION

.

FORMAT MANAGEMENT

Paper: Retain in Office for 10 years and then destroy.

Computer data files: Retain in Office for 10 years and then erase.

APPRAISAL

Administrative

This disposition is based on administrative need, and should be destroyed when need to use and compare has expired. The Tax Commission has indicated that 10 years will be sufficient for this purpose.

PRIMARY DESIGNATION

Exempt. UCA_59-1-403(1)_(1991)