Records documenting calculation and payment of employees' salaries and payments. Records documenting the preparation and filing of the institution's tax returns. Records documenting the institution's accounting for VAT. Records documenting the employee's remuneration and rewards (e.g. bonuses, merit awards, long service awards). Employer's PAYE records are Retain for current tax year Do not transfer not required to be sent to the Inland + 3 years Revenue (under the provisions of the Income Tax (Pay As You Earn) Regulations 2003. Records documenting the administration of payments made the Statutory Sick Pay scheme. Records documenting the administration of payments made under the Statutory Maternity Pay scheme. Records documenting payments of Retain from termination of Transfer to the institution's employers' employment + 75 years Archive when no contributions to pensions schemes longer required in for its employees. department or faculty Records documenting payments of the institution's employees' contributions to pension schemes. Records documenting the opening, Retain from closure of Do not transfer closure and routine administration account + 6 years of bank accounts. Records documenting standing Retain for life of instruction Do not transfer orders, direct debits etc. + 6 years Records documenting routine bank Retain for current financial Do not transfer account year + 6 years deposits/withdrawals/transfers (paying-in slips, transfer instructions, bank statements etc.) Records documenting the overall Retain until divestment + 6 Do not transfer management of the institution's years financial investment portfolio.
Records documenting calculation and payment of employees' salaries and payments. Records documenting the preparation and filing of the institution's tax returns. Records documenting the institution's accounting for VAT. Records documenting the employee's remuneration and rewards (e.g. bonuses, merit awards, long service awards). Employer's PAYE records are not required to be sent to the Inland Revenue (under the provisions of the Income Tax (Pay As You Earn) Regulations 2003. Records documenting the administration of payments made the Statutory Sick Pay scheme. Records documenting the administration of payments made under the Statutory Maternity Pay scheme. Retain for current tax year + 3 years Do not transfer Records documenting payments of the institution's employers' contributions to pensions schemes for its employees. Records documenting payments of the institution's employees' contributions to pension schemes. Retain from termination of employment + 75 years Transfer to Archive when no longer required in department or faculty Records documenting the opening, closure and routine administration of bank accounts. Retain from closure of account + 6 years Do not transfer Records documenting standing orders, direct debits etc. Retain for life of instruction + 6 years Do not transfer Records documenting routine bank account deposits/withdrawals/transfers (paying-in slips, transfer instructions, bank statements etc.) Retain for current financial year + 6 years Do not transfer Records documenting the overall management of the institution's financial investment portfolio. Retain until divestment + 6 years Do not transfer
Records%20Retention%20and%20Disposal%20Schedule%20Draft%2020120604.docx