>>Or..., perhaps..., just ignorant as all-get-out on retention policy development logic, theory, and application?<<

Or perhaps they are someone like me, who uses the timeframe because it enables me to annualize a U.S. tax based limitation of action timeframe.  It also enables me to annualize a variety of state requirements that require retention of tax records for a period of 6 years.

The limitation of action and state requirements trigger on the filing or payment of taxes which for many organizations is April 15th of each year.  Annualizing the requirement allows disposal of tax records within the standard annual disposal process.

Bill Roach, CRM

Opinions are my own and not those of my employer or any other individual or entity.

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