Locality Letter - Return Forms to Customer - Tax Year 2018
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.
Group Control Document - Local AR Denied
Make copies of the form on PINK paper.
1. Cut the two forms apart and use one half sheet for each bundle of denied accelerated refund returns.
NOTE: The on-line keyer should enter the information in the appropriate fields of the LOCAL DENIED Document. The completed document is later attached to the bundle of returns before they are shipped to TAX.
Group Control Document - Local AR Accepted
Make copies of the form on GREEN paper.
1. Cut the two forms apart and use one half sheet for each bundle of accepted accelerated refund returns.
NOTE: The on-line keyer should enter the information in the appropriate fields on the LOCAL AR Accepted Document. The completed document is later attached to the bundle of returns before they are shipped to TAX.