Pre-Assessment Tax or Penalty Dispute

Please submit the following documents:

Ο Form DR-1: pdf format of Form DR-1
Office of Appeals Form

Ο Fill in applicable boxes on Form DR-1 to request a statutory hearing, settlement consideration, or both

Ο Form B-37: pdf format of Form B-37
Special Consent Extending the Time for Assessment of Taxes

Ο Form M-2848: pdf format of Form M-2848
Power of Attorney and Declaration of Representative

Ο Supporting documentation

 

Post-Assessment Tax or Penalty Dispute

Please submit the following documents:

Ο Application for Abatement/Amended Return

Ο Fill in the oval on the Application for Abatement/Amended Return to request a statutory hearing

Ο Form DR-1: pdf format of Form DR-1
Office of Appeals Form (if requesting settlement consideration)

Ο Fill in applicable boxes on Form DR-1 if requesting settlement consideration

Ο Form M-2848: pdf format of Form M-2848
Power of Attorney and Declaration of Representative

Ο Supporting documentation