Purge Taxpayer Data from the Taxpayer Information System
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November 17, 2015
Purpose of bulletin
To inform staff we will purge individual taxpayer data from the Taxpayer Information (TI) system.
FTB’s data retention policy addresses the department’s commitment to ensure taxpayer information is kept confidential and only retained for as long as we have a business need. Although retention time frames vary, the documents or data will be destroyed or deleted at the end of each retention period. We established this retention policy to comply with the Information Privacy Principles for Individuals.
The purge process for TI began in September 2015. We will purge previously viewable tax year records from the TI system in accordance with the recently revised Data Retention Guidelines for TI Data.
We will retain tax year information on TI for seven years from the later of one of the following:
- Due date of the return
- Original return is filed
- Tax liability is paid in full
- Last adjustment
- Amended return is filed
- Audit determination
Exceptions to retain the data beyond this period may apply.
We inform taxpayers that we delete their old data for their protection and security. Follow your unit procedures on how to handle any issues or questions about data retention.
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