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From:
Dominic Boisvert <[log in to unmask]>
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Date:
Thu, 25 Nov 2010 08:53:38 -0500
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Le mercredi 24 novembre 2010 à 17:42 -0800, Enns, Lois a écrit :
> Hi everyone,
[...]

> Our current retention period is permanent. We are considering moving to
> a 10 year retention, which would allow the standard 6/7 years for
> financial records, plus three years for any appeals and audits to be
> completed.

[...]

> In terms of operational activity, we often go back several years on
> appeals, but it is very seldom that we go back more than 10 years.
> 
> Interested in all comments relating to Property Tax records.
> 
> Thanks very much,
> Lois Enns

Hi Lois,

In our practice, municipal records and archives in municipalities in
Quebec, the record schedule states, for Property Tax records : Active 3
years, semi-active 3 years then destruction. We have to keep in mind
legal holds and so forth. In reality it's more : 1-5-D.

We have other rules for Bankruptcy Notices and Sales for Municipal Taxes
(sales for municipal taxes are kept permanently).

We also have a rule for Legal holds. In that case, the record is removed
from it's original record series and the orginal rule doesn't apply
anymore.

Dominic

-- 
Dominic Boisvert
Archiviste

HB archivistes, s.e.n.c.
www.hbarchivistes.qc.ca

Membre de l'Association des Archivistes du Québec (AAQ)
Membre de ARMA International

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