5.11.5 Payment Records CY + 6 years 5.11.6 Documents CY + 6 2 after list closed 5.11.7 Valuation and Bandings (by government) for alterations 5.11.8 Business Rates Records CY + 6 years NOTES. PAYROLL RECORDS LGA INDICATE IF 5.12 RETENTION PERIOD GUIDE PRIME OR (Staff and Members) MANAGEMENT 5.12.1 Timesheets CY + 6 years 5.12.2 Car allowances claims CY + 6 5.12.3 Bonus sheets CY + 6 5.12.4 returns CY + 6 Refers to personnel file 5.12.5 Personal bank details (1.1.3) 5.12.6 Overtime CY + 6 years CY + 6 years Service (All records relating to 5.12.7 Absence return ID the monitoring of 1143 employee absence - Year records created 1 year) CY + 6 years Service (All records relating to Sickness records, Payroll Maternity 5.12.8 ID the monitoring of payment 1143 employee absence - Year records created 1 year) 5.12.9 Income tax form P60 CY + 6 years Tax forms 5.12.10 CY + 6 years P6/P45/P48/P11/P11D/P35 CY + 6 years Service ID 972 (All records relating to the calculation of National Insurance schedule of 5.12.11 income tax, national payments insurance, VAT and stamp duties End of – the financial year to which the records relate 3 years) 5.12.12 Superannuation adjustments CY + 6 years
5.11.5 Payment Records CY + 6 years 5.11.6 Documents CY + 6 5.11.7 Valuation and Bandings 2 after list closed (by government) for alterations 5.11.8 Business Rates Records CY + 6 years 5.12 PAYROLL RECORDS RETENTION PERIOD LGA GUIDE NOTES. INDICATE IF PRIME OR MANAGEMENT (Staff and Members) 5.12.1 Timesheets CY + 6 years 5.12.2 Car allowances claims CY + 6 5.12.3 Bonus sheets CY + 6 5.12.4 returns CY + 6 5.12.5 Personal bank details Refers to personnel file (1.1.3) 5.12.6 Overtime CY + 6 years 5.12.7 Absence return CY + 6 years Service ID 1143 (All records relating to the monitoring of employee absence - Year records created 1 year) 5.12.8 Sickness records, Payroll Maternity payment CY + 6 years Service ID 1143 (All records relating to the monitoring of employee absence - Year records created 1 year) 5.12.9 Income tax form P60 CY + 6 years 5.12.10 Tax forms P6/P45/P48/P11/P11D/P35 CY + 6 years 5.12.11 National Insurance schedule of payments CY + 6 years Service ID 972 (All records relating to the calculation of income tax, national insurance, VAT and stamp duties – End of the financial year to which the records relate 3 years) 5.12.12 Superannuation adjustments CY + 6 years
south_cambridgeshire_retention_policy.docx