Carbon County (Utah). County Auditor

6554--Financial reports
10170--Payroll register
10173--Accounts receivable
22916--Property tax exemption records
22051--Audit reports
25649--Income tax form records (W-2 and 1099)
29440--Budget

AGENCY: Carbon County (Utah). County Auditor

SERIES: 6554
TITLE: Financial reports
DATES: 1986-
ARRANGEMENT: Alphabetical by report, thereunder numerical by account number.

DESCRIPTION: These are statistical reports on the financial affairs of the entire county or a specific department. These reports usually include a statement on the value of all county owned property, and an accounting of all income and expenditures in relationship to the final budget.

RETENTION

Retain permanently

DISPOSITION

May Transfer to Archives.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Audited financial statements, GRS-1857

AUTHORIZED: 02/04/1991

FORMAT MANAGEMENT

Computer output microfiche master: Retain in State Archives permanently with authority to weed.

Computer output microfiche duplicate: Retain in Office permanently.

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

Microfiche master: Retain in State Records Center for 10 years and then transfer to State Archives with authority to weed.

Microfiche duplicate: Retain in Office for 10 years and then destroy.

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

Microfilm duplicate: Retain in Office permanently.

Digital image: Retain in Office permanently.

APPRAISAL

Administrative Fiscal

These reports document the financial affairs of the county or a specific department. They record a statement on the value of all county owned property, and account for all income and expenditures. They are useful in future planning and allocation of funds.

PRIMARY DESIGNATION

Public


AGENCY: Carbon County (Utah). County Auditor

SERIES: 10170
TITLE: Payroll register
DATES: 1980-
ARRANGEMENT: Chronological, thereunder by employee number

DESCRIPTION: This register is a numerical listing by check number and agency codes of all payroll checks issued by the county. It includes code, date, warrant number, name of employee, social security number, types and amounts of individual deductions, and may include hourly rate, and number of hours worked. Though this register is frequently used to reference specific payroll checks, it might be the only record of employee salaries and would then serve the same retirement purpose as the Employee earnings history files.

RETENTION

Retain for 65 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Employee wage history records, GRS-1905

AUTHORIZED: 07/15/2015

FORMAT MANAGEMENT

Microfilm master: Retain in State Records Center for 65 years and then destroy.

Microfiche master: Retain in State Records Center for 65 years and then destroy.

Microfiche master: Retain in State Records Center for 65 years and then destroy.

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

Microfilm master: Retain in State Records Center for 65 years and then destroy.

Microfilm duplicate: Retain in Office for 65 years and then destroy.

APPRAISAL

PRIMARY DESIGNATION

Private


AGENCY: Carbon County (Utah). County Auditor

SERIES: 10173
TITLE: Accounts receivable
DATES: 1890-
ARRANGEMENT: Numerical by vendor number

DESCRIPTION: These records consist of copies of accounts receivables prepared by counties to collect amounts owed by vendors, organizations, and citizens having accounts with county agencies.

RETENTION

Retain for 4 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is proposed and has not yet been approved.

FORMAT MANAGEMENT

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

Microfiche master: Retain in Office for 4 years and then destroy.

Microfiche duplicate: Retain in Office for 4 years and then destroy.

APPRAISAL

PRIMARY DESIGNATION

Public


AGENCY: Carbon County (Utah). County Auditor

SERIES: 22916
TITLE: Property tax exemption records
DATES: ca. 1970-
ARRANGEMENT: Alphabetical by exemption type, thereunder alphabetical by name of person receiving exemption

DESCRIPTION: These records are used for granting exemption of property taxes for disability, aged, veteran status or extreme hardship. The actual numbers and types of abatements vary according to size of the auditor's office. These files contain application forms completed by taxpayers requesting exemption of property tax. Includes applicant's name, address, birth date, age, social security number; property serial number; name of county; a series of questions concerning financial situations; numbers of acres; computation of household income; the notarized signatures of applicant and applicant's spouse; all necessary supporting documentation; and action taken. Since abatement records are historically valuable, the retention of these records is dependent upon which records are created by the office.

RETENTION

Retain permanently

DISPOSITION

May Transfer to Archives.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Tax abatement records, GRS-225

AUTHORIZED: 04/27/2000

FORMAT MANAGEMENT

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

Microfilm master: Retain in State Archives permanently.

Microfilm duplicate: Retain in Office permanently.

Digital image: Retain in Office permanently.

APPRAISAL

PRIMARY DESIGNATION

Private

SECONDARY DESIGNATION

Public. Applicant's name, amount of exemption, property tax serial number, number of acres


AGENCY: Carbon County (Utah). County Auditor

SERIES: 22051
TITLE: Audit reports
DATES: 1975-1978; 1980-
ARRANGEMENT: Chronological

DESCRIPTION: These are reports prepared by external auditors examining and verifying the county's financial activities for the year. Includes statements of receipts and disbursements and established funds of the county.

RETENTION

Retain permanently

DISPOSITION

May Transfer to Archives.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is proposed and has not yet been approved.

FORMAT MANAGEMENT

Paper: Retain in Office 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.

Digital image: Retain in Office permanently.

APPRAISAL

Administrative Fiscal Historical

Audit reports may be used during the next audit cycle to monitor compliance with internal control program recommendations. They document agency functions and have research value.

PRIMARY DESIGNATION

Public


AGENCY: Carbon County (Utah). County Auditor

SERIES: 25649
TITLE: Income tax form records (W-2 and 1099)
DATES: 2004-
ARRANGEMENT: alphabetical by county employee's name

DESCRIPTION: These files contain records on individual employee's income taxes. Include returns on income taxes such as IRS Form W-2, reports of withheld federal taxes, such as IRS Form W-3 with related papers, and reports relating to income and social security taxes.

RETENTION

Retain for 3 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Payroll processing records, GRS-1903

AUTHORIZED: 07/14/2015

FORMAT MANAGEMENT

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

Microfilm master: Retain in State Records Center for 3 years and then destroy.

Microfilm duplicate: Retain in Office for 3 years and then destroy.

APPRAISAL

PRIMARY DESIGNATION

Private


AGENCY: Carbon County (Utah). County Auditor

SERIES: 29440
TITLE: Budget
DATES: 2005-
ARRANGEMENT: none

DESCRIPTION: These records are used to document the intended appropriation of funds. Information may include budget requests, proposals, and reports documenting the status of appropriations.

RETENTION

Retain until administrative need ends

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Budget records, GRS-1856

AUTHORIZED: 07/31/2017

FORMAT MANAGEMENT

APPRAISAL

Fiscal