When does TaxSlayer delete all documents in the Scanned Document and Customer portal?

The correct answer indicates that all documents in the Scanned Document and Customer portal are deleted annually in November. This practice aligns with data retention policies that prioritize security and privacy, ensuring that sensitive taxpayer information is not stored longer than necessary. Deleting documents annually helps mitigate the risk of unauthorized access to personal data and complies with guidelines around data management.

In this context, retaining documents for an extended period could pose risks of data breaches or misuse, making an annual deletion policy a responsible approach to managing sensitive information. The timing of November may also coincide with the end of the tax year for many individuals, allowing for a clean slate prior to the new tax season.