We create and obtain a large number of documents and records in the course of our work. We use electronic document and record management systems to classify, store access and manage these documents.
The SRO’s Information Asset Register lists the information assets held by the SRO.
The types of documents we handle include:
- customer records
- meeting records
- financial records
- office guidelines, policies and procedures
- manuals and technical tools
- audio-visual material.
Documents may be classified by the repository in which they are stored and/or by the function of the responsible business unit. Categories of documents include:
- human resources
- government relations
- legal services
- planning and corporate governance
- property, facility and resource management
- staff development
- customer education
- tax technical tools and knowledge management
- stakeholder relations
- technology, systems and equipment.
This list provides a snapshot of the wide range of material we hold. It is by no means an exhaustive list of the categories of documents in the various business applications and databases we maintain.
Our website provides a digital library of materials relating to the office and its functions. The search function includes the ability to search for resources by type (such as revenue rulings, forms, manuals, annual reviews), or topic (such as a specific tax, grant or service).