Data Retention Policy on Taxpayer Information (TI) System Begins August 15, 2013

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 It remains online for historical reference or research.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 inform staff of the annual TI System purge process.


FTB Policy File 8830 identifies how long we retain data, ensures the responsible use of data within our systems, and provides security to taxpayers’ information. We established this data retention policy to comply with the Information Privacy Principles for Individuals.

General Guidelines

This year’s purge process will begin on August 15, 2013. This process will purge previously viewable tax year records from the TI system in accordance with the Data Retention Guidelines for TI Data.

The guidelines state we 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 audit 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 is taken to preserve all data, which should be retained under these guidelines, there may be rare situations where data is destroyed.

Follow your unit procedures on how to handle these situations.

Is there something wrong with this page?

Help us improve our website

Don't include social security numbers or other personal/confidential information.


You are leaving

We do not control the destination site and cannot accept any responsibility for its contents, links, or offers. Review the site's security and confidentiality statements before using the site.

If you have any issues or technical problems, contact that site for assistance.

Ahora está saliendo de

Nosotros no controlamos el sitio web al que se destina y no podemos aceptar ninguna responsabilidad por su contenido, enlaces, u ofertas. Revise las declaraciones de seguridad y confidencialidad del sitio antes de usar el sitio. Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.

Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.