Purge Taxpayer Data from the Taxpayer Information System

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 It remains online for historical reference or research.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.

November 17, 2015

Purpose of bulletin

To inform staff we will purge individual taxpayer data from the Taxpayer Information (TI) system.

Background

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.

General Guidelines

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.

Taxpayer Inquiries

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.

Help Us Improve Our Website

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



Thank you for your help.

If you need assistance, contact us.

Oops! Something went wrong.

We appreciate your feedback. Please try again later

 

You are leaving ftb.ca.gov

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 ftb.ca.gov

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.