Form Lgl-002 - Request For Disclosure Of Tax Return Or Tax Return Information Page 2
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2Instructions
Part 3: Information Requested
Use Form LGL-002, Request for Disclosure of Tax Return
or Tax Return Information, to request copies of tax returns,
Check the tax type and enter the tax periods or tax years for
tax return information, or certain other documents, such as
which you are requesting a tax return or tax return information.
audit workpapers, from the Department of Revenue Services
The terms years and periods can indicate various time frames.
(DRS).
For example, a tax year may be a calendar year of 1/1/99
through 12/31/99 or a fiscal year of 7/1/98 through 6/30/99
Part 1: Who Is Entitled to Make This Request?
for corporation tax. A tax period may have one or more
•
Any individual, if the request is for an income tax return
monthly or quarterly periods. For example, a sales and use
filed by that individual (or filed by that individual and his or
tax period of 1/1/97 through 12/31/99 may contain 36 monthly
her spouse if the request is for a joint income tax return);
or 12 quarterly periods. Please be specific.
•
A limited liability company (LLC) member, if the taxpayer
Account Reconciliation: DRS will generally provide an
is an LLC and has no manager, or a manager, if the
account reconciliation only when there is a specific
taxpayer is an LLC and has managers;
discrepancy between DRS and the taxpayer’s records. When
•
The sole proprietor, if the taxpayer is a sole proprietorship;
requesting an account reconciliation, you must provide a short
•
A general partner, if the taxpayer is a partnership or a
explanation indicating the tax type and specific tax periods in
limited partnership;
question. Attach any documentation, such as copies (front
•
The administrator or executor, if the taxpayer is an estate;
and back) of cancelled checks, that will help us in resolving
any differences.
•
The trustee, if the taxpayer is a trust;
•
If the taxpayer is a corporation, a principal officer or
Part 4: What Is Your Status?
corporate officer who has legal authority to bind the
Check the box that indicates your relationship to the taxpayer
corporation; any person who is designated by the board
for whom you are requesting a copy of a tax return or tax
of directors or other governing body of the corporation;
return information. You must also attach the requested
any officer or employee of the corporation upon written
documentation to support the status that entitles you to make
request signed by a principal officer of the corporation
this request.
and attested by the secretary or other officer of the
corporation; or any other person who is authorized to
Part 5: What Is Your Name and Mailing Address?
receive or inspect the corporation’s return or return
Provide the requested information so a DRS representative
information under I.R.C. §6103(e)(1)(D);
can contact you if we need additional information.
•
The successor, receiver, guarantor, or any assignee of the
taxpayer; or
Part 6: Declaration
•
The authorized representative of any of the above.
You must sign the declaration section of LGL-002. Only the
taxpayer or an authorized representative listed in Part 1 can
Part 2: Whose Returns Are You Requesting?
sign this section. For example, the taxpayer is other than a
Provide the taxpayer’s name, business name (dba), address,
natural person (an estate), DRS requires the signature of the
Social Security Number, Connecticut Tax Registration
individual who is the authorized representative of the taxpayer.
Number, and Federal Employer Identification Number, if
applicable.
Check the box that indicates the type of taxpayer for which a
tax return or tax return information is being requested.
LGL-002 (Rev. 06/05)
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