File retention policy
The file retention policy defines how long user-provided and system-generated files are stored before deletion.
The file retention policy identifies files that are either provided by our users and stored by the system for a prescribed retention period (not to exceed 45 days), or that are system-generated and stored by the product until they're archived (unless the files are reports, test filings, draft print files, or reprint files).
Product module | File type | Retention period |
|---|---|---|
Import | Reconciliation Reports for form imports | 45 days |
Review & Maintenance | Recipient documents (user uploaded attachments to recipients) | Never deleted until the database is archived |
Print/Filing | Test Filing/Print/Draft | 30 days |
Print/Filing | Reprint | 45 days |
Print/Filing | Non-Draft print | Never deleted until the database is archived |
Print/Filing | Non-Test filing | Never deleted until the database is archived |
Print/Filing | E-delivery (e-statement) batch parameters | Retained from Jan 1 of the prior year |
Compliance | TIN Matching files | 30 days |
Compliance | IRS Notices printed | Never deleted until the database is archived |
Views and Reports | All views | 45 days |
WH Management | Filing files | Never deleted until the database is archived |
SPS Process | Output Zipped files | Never deleted until the database is archived |
note
Output files transferred via SFTP to your
Outbound
folder are available for download for 30 days. You need to retrieve the files within 14 days or transfer the files again via SFTP.