Utah Department of Administrative Services

Division of Archives & Records Service

Tooele County (Utah). County Assessor

5520--Daily personal property transaction report
5521--Monthly personal property report
5522--Annual personal property listing report
28739--Property cards

AGENCY: Tooele County (Utah). County Assessor

SERIES: 5520
TITLE: Daily personal property transaction report
DATES: 1985-
ARRANGEMENT: Chronological, thereunder numerical by receipt code
ANNUAL ACCUMULATION: 1.50 cubic feet.

DESCRIPTION: This is a daily computer report on personal property tax collections. It is used for reference purposes and for verification. At the end of each month the daily reports are compiled into a monthly report (series 0552). The report includes date, receipt code, transaction type, amount taxable, total applied interest adjustment amount, net tax, transaction amount, balance due, district number, and a summary by taxing district.

RETENTION

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 03/1991

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 1 year and then destroy.

APPRAISAL

Administrative

This disposition is based on the record's primary value to the agency. The daily report has no value after the monthly reports have been verified.


AGENCY: Tooele County (Utah). County Assessor

SERIES: 5521
TITLE: Monthly personal property report
DATES: 1985-
ARRANGEMENT: Chronological, thereunder numerical by receipt code
ANNUAL ACCUMULATION: 1.00 cubic foot.

DESCRIPTION: This is a monthly computer report generated from the daily report (series 05520) on personal property tax collections. It is used for reference purposes and for verification. These monthly reports are compiled at the end of the year into an annual report. The monthly report includes date, receipt code, transaction type, amount taxable, total applied interest adjustment amount, net tax, transaction amount, balance due, district number, and a summary by taxing district.

RETENTION

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 03/1991

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 18 months and then destroy.

APPRAISAL

Administrative

This disposition is based on the records primary administrative value to the agency. It has no value after the annual report has been verified.


AGENCY: Tooele County (Utah). County Assessor

SERIES: 5522
TITLE: Annual personal property listing report
DATES: 1985-
ARRANGEMENT: Chronological, thereunder numerical by receipt code
ANNUAL ACCUMULATION: 1.00 cubic foot.

DESCRIPTION: This is an annual computer report on personal property tax collections. It is used for reference and audit purposes. At the end of the year the monthly reports (series 5521) are compiled into the annual report. It includes date, receipt code, transaction type, amount taxable, total applied interest adjustment amount, net tax, transaction amount, balance due, district number, and a summary by taxing district.

RETENTION

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 3 years and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on the primary administrative and fiscal needs of the agency. It is maintained for the basic 3 year state audit period.


AGENCY: Tooele County (Utah). County Assessor

SERIES: 28739
TITLE: Property cards
DATES: 1900-
ARRANGEMENT: Chronological.

DESCRIPTION: These records support the agency's function to assist in the calculation of property taxes by determining the value of properties which are subject to taxation in the county (Utah Code 59-2-1302(2011)). Records document the value and taxes or uniform fees for property. Information includes the property's address, description, owner contact information, and related information.

RETENTION

Retain 5 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule CNT 11, Item 1.

AUTHORIZED: 07/30/2015

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Computer data files: For records beginning in 1900 and continuing to the present. Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Paper: For records beginning in 1900 through 2015. Retain in State Archives permanently with authority to weed.

APPRAISAL

Administrative Historical

These records are of historical interest as they document land use and value to taxable properties within the county.

PRIMARY CLASSIFICATION

Public