Use the following tables to help calculate how long records must be retained before you can submit a request to dispose.
Fiscal Year-end Calculations - Use for FE
During FY18 | During FY19 | During FY20 (Sept 2019- Aug 2020) | During FY21 (Sept 2020 - Aug 2021) |
---|---|---|---|
FE + 1 = Aug 2016 | FE + 1 = Aug 2017 | FE + 1 = Aug 2018 | FE + 1 = Aug 2019 |
FE + 2 = Aug 2015 | FE + 2 = Aug 2016 | FE + 2 = Aug 2017 | FE + 2 = Aug 2018 |
FE + 3 = Aug 2014 | FE + 3 = Aug 2015 | FE + 3 = Aug 2016 | FE + 3 = Aug 2017 |
FE + 4 = Aug 2013 | FE + 4 = Aug 2014 | FE + 4 = Aug 2015 | FE + 4 = Aug 2016 |
FE + 5 = Aug 2012 | FE + 5 = Aug 2013 | FE + 5 = Aug 2014 | FE + 5 = Aug 2015 |
FE + 6 = Aug 2011 | FE + 6 = Aug 2012 | FE + 6 = Aug 2013 | FE + 6 = Aug 2014 |
Retention End Calculations
2018 Requests to Dispose Calculations
For requests in 2018, find the earliest year from which records can be disposed based on the year the record became inactive
Request Year | 0 | + 1 | + 2 | + 3 | + 4 | + 5 | + 6 | + 7 | + 8 | + 9 | + 10 |
---|---|---|---|---|---|---|---|---|---|---|---|
2018 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 |
Retention Year Calculations
Find the year the record became inactive in the Trigger Year column, and then find the corresponding retention years to determine how long to retain the record.
Trigger Year | 0 | + 1 | + 2 | + 3 | + 4 | + 5 | + 6 | + 7 | + 8 | + 9 | + 10 |
---|---|---|---|---|---|---|---|---|---|---|---|
2018 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 |
2017 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
2016 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
2015 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
2014 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
2013 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
2012 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
2011 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
2010 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
2009 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
2008 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 |
2007 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 |
2006 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 |
2005 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 |
2004 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 |
Request to Dispose Month Reminder
Requests to Dispose are requested and approved by the month.
Request Month | Dispose-through Month |
---|---|
Jan | Dec |
Feb | Jan |
Mar | Feb |
Apr | Mar |
May | April |
June | May |
July | June |
Aug | July |
Sept | August |
Oct | Sept |
Nov | Oct |
Dec | Nov |