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Data retention policy in TI system now in process

FTB Archive Disclaimer:  Archived content is not current and may contain broken links. It remains online for historical reference or research. The search function above allows you to search archived and current content separately. If you need archived content in a different format, contact us.

PURPOSE OF BULLETIN

To advise staff that the recent implementation of the Department’s Document and Data Retention Policy for Individual Taxpayers will purge certain individual taxpayer data.

BACKGROUND

FTB policy identifies how long we retain data, ensures the responsible use of data within our systems, and provides security for our customers’ information. We established this retention policy to comply with the Information Privacy Principles for Individuals.

GENERAL GUIDELINES

Implementation of this policy using the Taxpayer Information System began in June 2008. This process purges previously viewable tax year records from the TI System in accordance with the Data Retention Guidelines for TI Data.

These guidelines state we will retain tax year information for seven years from the due date of the return, seven years from the date the return was filed, or in the case of an open issue, four years from the resolution date, whichever is later.

TAXPAYER AWARENESS

Our data retention policy informs taxpayers that deletion of their old data is for their protection and security. Although much care was taken to preserve all data, which should be retained under these guidelines, there may be rare circumstances where such data was destroyed. Follow your unit’s procedures on how to handle these situations.

 

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