AGENCY: Utah State Tax Commission

SERIES: 16981
TITLE: Gross collections, refunds, and net collections report
DATES: 1952-
ARRANGEMENT: Chronological.

DESCRIPTION: This report is a breakdown of revenues collected from all sources by the state. It is used to help the state project the annual revenues for budget purposes and to make any mid-year spending adjustments. In 1976, this report and the Report of Collections and Assessments were combined into one report. This record includes the period of the report, the funding source (transportation fund, temporary permit fees, etc.), and for each source for the current period and the previous period the amount of gross collection, refunds, and net collections.

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

RETENTION

Permanent. Retain for 5 year(s)

DISPOSITION

Transfer to Archives.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 03/1987

FORMAT MANAGEMENT

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

Paper copy: Retain in Office until no longer administratively valuable and then destroy.

Computer data files: Retain in Office until updated and then delete.

APPRAISAL

Administrative Historical

This disposition is based on the historical value of these reports. This information has research value for economic historians and economists who wish to chart collection changes within the state Tax Commission. The data system is used to produce the paper copies of the reports for distribution and has no further use once that has been done.

PRIMARY DESIGNATION

Public

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