This letter is used by income tax screeners in the Local Office of the Commissioner of the Revenue when it is determined that documentation is missing from a Tax Year 2023 Refund return being filed by a taxpayer. The original documents and a copy of this letter are mailed back to the taxpayer in an attempt to obtain a complete return that may be processed.
Instructions
Screen the return completely and mark all checkboxes that apply.
NOTE: This is important because the customer may have more than one item to correct or include.
1. Print the letter on the locality’s letterhead.
2. Mail the letter, the incomplete return, and all tax documents to the customer.