Indiana TAO-PRP

The Indiana TAO-PRP Form, officially titled “Request for Assistance from the Taxpayer Advocate Office,” is a document provided by the Indiana Department of Revenue to assist taxpayers in resolving complex tax problems that cannot be addressed through standard administrative processes. The Taxpayer Advocate Office (TAO) serves as an escalation point for unresolved tax issues, ensuring that taxpayers receive individualized assistance when standard procedures fail or when systemic issues arise. Taxpayers may use the TAO-PRP form to describe their tax problem, document their attempts to resolve the issue through usual channels, and formally request intervention from the Taxpayer Advocate Office.

This form is not a substitute for normal tax resolution processes but is designed for exceptional cases, such as when responses from the department are delayed, department instructions are incorrect, or systemic issues are identified. However, it is important to note that the form cannot be used for certain requests, such as stopping collection activity, waiving taxes, or protesting assessments. By filing this form, taxpayers or their representatives can request personalized assistance to address their unique tax concerns.

How to File Indiana TAO-PRP Form

To file the Indiana TAO-PRP Form, taxpayers must complete it with detailed information about their tax issue, prior attempts to resolve it, and the assistance they are requesting. Once completed, the form can be submitted along with any supporting documentation via mail, fax, or email. Below are the filing options:

• By Mail:
  Indiana Department of Revenue
  Taxpayer Advocate Office
  P.O. Box 6155
  Indianapolis, IN 46206-6155
• By Fax: 317-232-5425
• By Email: [email protected]

Taxpayers should ensure they include all relevant documentation and retain copies of the completed form for their records. The Taxpayer Advocate Office will typically contact the filer after reviewing the submission.

How to Complete Indiana TAO-PRP Form: Line-by-Line Instructions

Section 1: Problem and Assistance Requested

1. Describe the Problem: Clearly explain the tax issue you are experiencing. Include details such as how the problem started, specific actions you’ve taken to resolve it, and the names of any divisions or representatives you’ve already contacted. Attach additional sheets if necessary.
2. Assistance Requested: Clearly state the type of assistance or resolution you are seeking from the Taxpayer Advocate Office. Be specific about what you want the office to do to resolve your issue.
3. Documentation: Attach copies of all relevant correspondence, notices, or other documentation related to your tax problem.

Section 2: Taxpayer Information

1. Taxpayer Name: Enter your full legal name.
2. Taxpayer Social Security Number (SSN): Provide your SSN for identification purposes.
3. Taxpayer Date of Birth: Include your date of birth in MM/DD/YYYY format.
4. Taxpayer Address: Enter your full mailing address, including city, state, and ZIP code.
5. Taxpayer Telephone Number: Provide a phone number where you can be reached for follow-up.
6. Taxpayer Email Address: Include your email address for electronic communication.
7. Spouse’s Name (if applicable): If the issue involves joint taxes, provide your spouse’s full name.
8. Spouse’s Social Security Number (SSN): Enter your spouse’s SSN.
9. Spouse’s Date of Birth: Provide your spouse’s date of birth in MM/DD/YYYY format.
10. Spouse’s Telephone Number: Include your spouse’s phone number.
11. Spouse’s Email Address: Provide your spouse’s email address if applicable.

Section 3: Business Information (if applicable)

1. Business Name: If the tax issue involves a business, provide the legal name of the business.
2. Federal Employer Identification Number (FEIN): Enter the FEIN associated with the business.
3. Business Address: Include the full business address, including city, state, and ZIP code.
4. Business Telephone Number: Provide a phone number for the business.
5. Business Email Address: Include the business email address for correspondence.

Section 4: Tax Issue Involved

1. Taxpayer Identification Number (TID): Provide the Taxpayer Identification Number if applicable.
2. Tax Form: Specify the tax form related to the issue (e.g., IT-40, IT-20S).
3. Tax Type: Indicate the tax type involved (e.g., individual income tax, sales tax).
4. Tax Period: Enter the tax period(s) affected by the issue in MM/DD/YYYY format.

Section 5: Signature and Date

1. Signature: The taxpayer or an authorized representative must sign the form to certify the accuracy of the information provided.
2. Date: Include the date the form is signed in MM/DD/YYYY format.
3. Printed Name: Provide the printed name of the person signing the form.

When NOT to Use the TAO-PRP Form

The TAO-PRP Form is designed for specific circumstances and should not be used in the following situations:

• To request intervention during an audit.
• To inquire about the status of a refund.
• To stop collection activity or request a payment plan.
• To request a waiver of taxes, fees, penalties, or interest.
• To respond to a tax notice or request an offer-in-compromise.
• To seek legal or tax return preparation advice.
• To protest your tax assessment or request a change in tax law.

Taxpayers should first attempt to resolve these issues directly with the relevant divisions of the Indiana Department of Revenue before contacting the Taxpayer Advocate Office.

Additional Considerations

1. Eligibility: You must document your previous attempts to resolve the issue through normal administrative channels. If you contact the Taxpayer Advocate Office without first working through standard processes, you will be referred to the correct division.
2. Response Time: If the department has not responded within 120 days or by a promised date, you may use this form to escalate the matter.
3. Systemic Issues: If you notice a recurring issue or a systematic processing problem, this form can be used to report and request resolution.
4. Attach All Relevant Documents: Include copies of all correspondence, notices, or other documents related to the tax problem to help the Taxpayer Advocate Office assess your case efficiently.