AI-assisted research only. Final retention schedules should be reviewed by qualified legal counsel.

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Generated schedule

EU Operations — GDPR Schedule

Technology / SaaS · European Union (GDPR) · Private Corporation

Records

5

Critical

1

High Risk

2

Pending Review

2

Record TypeRetentionTrigger EventLegal BasisCitationRiskReviewAction
Tax Returns & Supporting Documents
Indefinite retention recommended for fraudulent or unfiled returns.
7 yearsDate of return filingIRS Recordkeeping Requirements26 U.S.C. § 6501; IRS Pub. 583High
Pending Review
Personally Identifiable Information (PII)
Document retention rationale; honor data subject erasure requests.
Until purpose fulfilledCompletion of processing purposeGDPR Storage LimitationGDPR Art. 5(1)(e)Critical
Needs Revision
Contracts & Agreements
Period varies by state; UCC contracts may have different periods.
Term + 6 yearsContract termination or expirationState Statute of Limitations (Contract)Cal. Civ. Proc. § 337Medium
Approved
Email Correspondence
Subject to legal hold suspension when litigation is reasonably anticipated.
3 yearsDate sent or receivedInternal Policy / Litigation HoldFed. R. Civ. P. 37(e)Medium
Pending Review
Workplace Injury Records (OSHA)
Forms 300, 300A, and 301 must be retained.
5 yearsEnd of calendar year of incidentOSHA Recordkeeping Standard29 C.F.R. § 1904.33High
Approved

Reminder: This schedule was generated by an AI research assistant. Citations should be verified and the schedule approved by qualified legal counsel before adoption or use as a recordkeeping policy.