Forms
What is the Tax Information Disclosure Authorization?
R-7004
What is the deadline to pay state tax?
May 15th
What is the time you should be
logged into the phone system?
8am Monday-Thursday
9am Friday
What is where’s my refund?
This work item is set up when a taxpayer does not recall receiving a cashed or claimed refund
This work item is set up when a taxpayer does not recall receiving a cashed or claimed refund
What is where’s my refund
What is the ID Theft form?
R-2000
What is the processing time for payment to post?
3-5 business days
Federal deadline to file
April 15th
What is 617 N. 3rd St. Baton Rouge, LA 70802?
LDR Headquarter’s Location address
What is Attorney General (AG)?
outside collection agency taxpayer balance is transferred over to.
What is Power of Attorney and Declaration of Representative?
R-7006
which workitem is setup to have taxpayer refund release less than $10
Account requiring research
What is Fed State Match?
When a taxpayer uses a LA Address to file their Federal return, but did not file state and now an estimate is placed on their account
What is the Recap?
*Remember to recap
Summarizing what happen on the call with the taxpayer
What is R-6642?
Form taxpayer submit for claim of refund on behalf of a deceased taxpayer
What type of letter issued when there is a balance on one tax period and a credit on another and the credit is manually or is automatically applied?
Cross period offset
What is Tyler Technologies?(tyler-ldr.okta.com)
Site where taxpayers make debit/credit card tax payments
We apply the $105 fee when the AGI is what?
$25,000 or more
What is an OA Feedback?
This work item is created when credit information requires a review by Taxpayer Compliance (TCI)
Exempt income is reported on which Schedule
Schedule E
What are installment plan requirements?
-Current in filing
-Not with collection agency
-No dp required
-Possible installment fee
What is the processing time
for a refund if the return is e-filed/
paper?
4/8 weeks
What is the deadline for filing?
May 15th
Novermber 15th
Taxpayer payment options
Phone (Tyler Technologies)
Online ( Latap)
Mail Po Box 201 Baton Rouge, La 70821
In person