Enlarge image | R-7004 (12/16) Louisiana Department of Revenue Tax Information Disclosure Authorization P.O. Box 201 Baton Rouge, LA 70821 1. Taxpayer Information — Taxpayer must sign and date this form. Name Social Security Number If joint return. Spouse’s Name Spouse’s Social Security Number Address LA Revenue Account Number Federal Employer ID Number City State ZIP Daytime Telephone Number 2. Appointee — If you want to name more than one appointee, attach a list to this form. Name Telephone Number Address Fax Number City State ZIP The appointee is authorized to inspect and receive confidential tax information in any office of the 3. Tax Matters — Louisiana Department of Revenue for the tax matters listed below. a b c d Tax Type Tax Form Number Tax Year or Period Specific Tax Matters 4. Fees C A B Total Fee Due (Multiple Number of Tax Years or Period Fee Column A by Column B) If you are requesting copies of returns listed above: $15.00 If you are requesting CERTIFIED copies of returns listed above: $25.00 Total Amount Due - Add amounts in Column C. $ Make payment to: Louisiana Department of Revenue. Do not send cash. PAY THIS AMOUNT 5. Signature of taxpayer(s). If a tax matter applies to a joint return, both husband and wife must sign. I certify that I have the authority to execute this form with respect to the tax matters/periods in Section 3 above. Signature Signature (Spouse) Print Name Print Name (Spouse) Title Date (mm/dd/yyyy) Title Date (mm/dd/yyyy) If not signed and dated, this tax information disclosure authorization will be returned. If payment for copies is not included, this tax information disclosure authorization will be returned. For LDR Use Only Received by Name Division 6501 Telephone ( ) Date |
Enlarge image | R-7004i (12/16) General Information Purpose of Form—Use Form R-7004 to request one or more copies of a tax return, or to authorize an individual, corporation, firm, organization, or partnership to receive your confidential information for the type of tax and for the years or periods that you list on the form. The authorization is only effective for disclosure of the specific tax matters listed in Section 3. This form only authorizes the one-time release of information to your appointee. It does not provide for the continuous release of information to your appointee or authorize your appointee to advocate your position with respect to the state tax laws; to execute waivers, consents, or settlement agreements; or to otherwise represent you before the Louisiana Department of Revenue. If you want to authorize an individual to represent you on an ongoing basis in matters regarding state tax law, use Form R-7006, Power of Attorney. Where to file. Mail your Tax Information Disclosure Authorization Form R-7004 and payment, if applicable, to the attention of the LDR division or employee handling your tax matter at P.O. Box 201, Baton Rouge, LA 70821. To ensure proper receipt, you may obtain the specific division and/or office location, or fax number from the employee assisting you. What sections to complete? If you are Yourself An Appointee Requesting copies of returns to be sent to Sections 1, 3, 4 and 5 must be completed Sections 1, 2, 3, 4 and 5 must be completed Authorizing release of tax information Not Applicable Sections 1, 2, 3, and 5 must be completed Specific Instructions 1. Taxpayer Information Individual — Enter your name, Social Security Number, and address in the space provided. Enter your spouse’s name and Social Security Number if a joint return was filed. Corporations, partnerships, or associations — Enter the name, Louisiana Account Identification Number, Federal Employer Identification Number, and business address. Trust — Enter the name of the trust, the title and address of the trustee, and Louisiana Account Identification Number or Federal Employer Identification Number. Estate — Enter the name of the taxpayer, the title and address of the decedent’s executor or personal representative, and the name of the estate. The identification number for an estate includes both the Federal Employer Identification Number, if the estate has one, and the decedent’s Social Security Number. All Others — Enter the name, Louisiana Account Identification Number, Federal Employer Identification Number, and the address. 2. Appointee Enter the full name, address, and telephone number of the person to whom you authorize to receive your tax matters information. 3. Tax Matters List the type of tax, such as income tax, corporation income and franchise taxes, sales tax, severance tax, or excise tax, the tax form number, the years or periods to be disclosed, and the specific tax matter. Enter “Not applicable” in any of the columns that do not apply. For example, to authorize disclosure of your 2011 individual income tax return, Form IT-540, list Income tax in column (a), Form IT-540 in column (b), and 2011 in column (c). To authorize disclosure for your 2011, 2012, and 2013 tax years, list the years as 2011 through 2013 or 2011-2013 in column (c). If you list a year for taxes filed monthly, semi-monthly or quarterly, information for all periods in the year will be disclosed. General references such as “all years,” “All periods,” or “All taxes.” will not be processed. In column (d), enter the specific information to be disclosed. Examples of column (d) information include lien information, a balance due amount, a tax liability, or copy of return. 4. Fees Act 130 of the 2015 Regular Session of the Louisiana Legislature amended Revised Statute 47:1507 to provide for fees for searching for tax returns and other documents, authenticating records, and certifying copies of tax returns and other documents (see Louisiana Administrative Code 61:III.1701). As of July 17, 2015, the fees are as follows: $15.00 for a copy of any tax return or other document previously filed by the taxpayer, or authorized representative, for each year or tax period requested, regardless of whether the requested return or document is located. $25.00 for each certified copy of a return or other document requested. All fees must be paid when you submit the Tax Information Disclosure Authorization, Form R-7004 by check or money order, made payable to the Department of Revenue. 5. Signature of Taxpayer(s) Form R-7004 must be signed and dated by the taxpayer listed in Section 1. Individuals — The Taxpayer must sign and date the authorization. If disclosure pertains to joint returns, both husband and wife must sign. Corporations — Generally, Form R-7004 can be signed by: (1) an officer having legal authority to bind the corporation, (2) any person designated by the board of directors or other governing body, or (3) any officer or employee on written request by any principal officer and attested to by the secretary or other officer. Partnerships — Generally, Form R-7004 can be signed by any person who was a member of the partnership during any tax period covered by the tax information disclosure authorization, Form R-7004. All others — Generally, Form R-7004 can be signed by any person who has authority to execute any form with respect to the tax matters and periods listed in Section 3. |