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City of Santa Ana <br />Records Retention Schedule <br /> <br />Finance & Management Sen~ces <br /> <br />Resolution 95-018 <br />Page F-14 of F-15 <br /> <br />RECORD RECORD RECORD RETENTION RETENTION REMARKS <br />CATEGORY SERIES DESCRIPTION START DATE PERIOD <br />FINANCE & UTILITY USERS TAX- Original registration Registration 3 years from <br />MANAGEMENT Filing Records date cessation of <br />SERVICES business <br />(continued) <br /> UTILITY USERS TAX- Homeowners Iow income exemption Application 3 years <br /> Exemption Applications application date <br /> UTILITY USERS TAX- Monthly remittance Remittance 3 years <br /> Payment Records date <br /> UTILITY USERS TAX- Annual registration and maximum tax Registration 3 years <br /> Maximum Tax Filings payment records date <br /> UTILITY USERS TAX- Remittances Remittance 3 years <br /> Municipal Public Lands date <br /> Use Sumharge <br /> Payments <br /> TRANSIENT Original registration Registration 3 years from <br /> OCCUPANCY TAX-Filing date cessation of <br /> Records business <br /> TRANSIENT Monthly ~ngs and remittances Rem~ance 3 years <br /> OCCUPANCY TAX- date <br /> Payment Records <br /> TREASURY REPORT- Daily report of cash/checks received, Report date 3 years <br /> Treasury Daily Cashier and an itemization of receipts. <br /> Report <br /> <br /> <br />