Jerry H Oakes, EAMaster Tax Solutions Inc1410 43rd StColumbus, GA 31904-6616
I want the Georgia Department of Revenue to provide wage and income transcripts to taxpayers and tax professionals w/POA as the IRs does. I work for a low income tax clinic (LITC) who has many clients who speak Spanish and do not understand most correspondence that is mailed to them. As we all know, people DO lose their back-year W2 forms and if they had that information, they can get their state refunds and pay balances due faster. If funding has been a problem, I am considering contacting our representative(s) or the state senator to see what can be done. Please let me know if anyone has previously taken this initiative and what was the outcome. I welcome your thoughts. Thank you.--Brian Grey, EA
Have any of the GA members in the Atlanta metro area been contacted by revenue agents concerning "charges" going back to the early 2000's?
If yes, were you able to work with the revenue agents to resolve the issues or did you need to go over the agent's head?
Any help would be greatly appreciated.
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.
Please use this discussion board for discussions specifically relating to the Chapter, state or local tax discussions.
For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.
With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.