AGENCY: Department of Community and Culture. Office of Energy Services

SERIES: 14662
TITLE: Tax credit case files
DATES: 2001.
ARRANGEMENT: Chronological, thereunder alphabetical by applicant name

DESCRIPTION: Applications, TC-40E tax credit approval forms, and related correspondence documenting the eligibility of individuals or businesses for tax credits for installing energy saving equipment. Information includes applicant names and addresses; project participants, designers, and installers; amount paid by applicant; schedule for completion of project; types of energy saved; and agency certification of eligibility for the tax credit.

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 06/1995

FORMAT MANAGEMENT

Paper: Retain in Office for 4 years and then transfer to State Records Center. Retain in State Records Center for 3 years and then destroy.

APPRAISAL

Legal

This disposition is based on the maximum length of time an individual or firm may be prosecuted for violation of the tax law, according to UCA 76-8-1101(2) (1994).

PRIMARY DESIGNATION

Private. UCA 63G-2-302(2)(d) (2008)

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