Files may include correspondence, accounting information, and related reports. Retain current year and previous year in office, transfer prior years to inactive storage. Tax reports related to the administration of trusts and annuities. Retain 3 years in office, transfer prior years to inactive storage. Annual transmittal lists and individual forms for employee withholding information.
Files contain restricted information.
Eligible for inactive storage. Retain current year and previous year in office, transfer prior years to inactive storage. Annual Unemployment Tax report. Eligible for inactive storage. Quarterly payroll tax report.