| Activity | AD1500 Advice, Complaints and Inquiries |
| Records Series | 33 - Tax Advice |
| OPR | Department/Unit |
| Description | Records documenting tax advice provided to the university on topics such as charitable status, tax treatments and so on. This may include consultation reports, expert advice, meeting notes, recommendations, and correspondence with consultants, advisors, or external partners. |
| Retention Trigger | Issue resolved. |
| Total Retention | 15 years |
| Final Action | D |
| Disposition Plan | |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | No |
| Vital Records |
This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.
GLOSSARY
- AR = Transfer to Archives
- AY = End of Academic Year
- CO = Continuous Overwrite
- CY = End of Calendar Year
- D = Destroy / Delete
- DP = Special Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- P = Permanent
- PIB = Personal Information Bank
Printed on Monday, Mar 31 2025