Jack Parks Sr., ATA ATPParks & Roberts Tax ServicePO BOX 3566Macon, GA 31205-3566Phone: 478.785.0520
Is anyone else having an issue with the State of Georgia releasing returns? The state claims their new software is forcing these returns into review. They also claim it could be a software conflict. Our software (Drake) isn't aware of a problem.
We called another CPA return and they are not having any issues with their clients. They use Lacerte.
Once the State verifies with the taxpayer the name, address and amount of refund due to them, they release return but not until they receive the phone call (and the wait time has been up to 2 1/4 hrs),
The message being received is the following:
"Your return has been received, and it is currently being processed. Please contact the Georgia Department of Revenue at (1-877-423-6711) option 3 to speak with a Representative"
I used the time ratio method to calculate the GA exemption amount for a part-year resident. This is calculated on schedule 3. The default calculation on schedule 3 uses the income ratio to calculate the allowed GA deduction and exemption amount (line 13).
GA DOR sent an assessment to the client disallowing the use of the time ratio method to calculate the exemption amount.
I think the time ratio method is allowed, but I could not find a reference in my version of the GA regs.
Any feedback on whether this is allowed and a reference to the GA rule or policy statement would be appreciated.
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