Clear form Print Form Utah State Tax Commission 210 N 1950 W • Salt Lake City, UT 84134 • www.tax.utah.gov TC-410 Offer Request Rev. 4/11 A. Taxpayer Information Taxpayer’s name Social security number Name of personal representative / power of attorney Spouse’s name Social security number Address Business/corporation name EIN City State ZIP Code Physical address Telephone Fax City State ZIP Code Email Mailing address City State ZIP Code Taxpayer’s email B. Offer I submit this Offer Request for the tax liabilities of the tax types and periods (plus any interest, penalties, additions to tax, and additional amounts) listed below: Tax Type Account Number Filing Period Individual income tax _________________ ____________________ Corporate/partnership income tax _________________ ____________________ Sales tax _________________ ____________________ Withholding tax _________________ ____________________ Non-payment penalty assessment _________________ ____________________ Other state tax: ______________ _________________ ____________________ ______________ _________________ ____________________ ______________ _________________ ____________________ ______________ _________________ ____________________ I offer to pay $ __________ I will get funds to pay this offer from the following source(s): _____________________________________ _________________________________________________________________ IMPORTANT: To protect your privacy, use the "Clear form" button when you are finished. Clear form |
C. Reason for Submitting Offer Request I submit this Offer Request for the reason(s) listed below: (Note: If you believe you have special circumstances affecting your ability to fully pay the amount due, explain your situation. Attach additional sheets if necessary.) _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ D. Signatures I agree to comply with all the terms and conditions of this Offer Request form. Under penalty of falsification, I declare that, to the best of my knowledge, all the information in this Request and any attached documentation is true and complete. ___________________________________________ __________________ __________________ Taxpayer signature Daytime phone number Date (mm/dd/yyyy) ___________________________________________ __________________ __________________ Taxpayer signature Daytime phone number Date (mm/dd/yyyy) IMPORTANT: To protect your privacy, use the "Clear form" button when you are finished. Clear form |
TC-410_i.ai Offer Request: Information and Document Check List Other collection methods have been attempted to resolve this Currently open and operating businesses submitting an Offer liability and were unsuccessful Request for the business (Sole Proprietorship, Corporation, Partnership, LLC etc) should include: Power of Attorney or Personal Representative State Form TC-737 for any personal representative Documents Complete copies of the filed federal business income tax returns Signed Offer Request form and/or letter requesting an Offer for the three (3) filing periods prior to the date of the Offer in Compromise Agreement that includes: Request (All tax schedules and worksheets) Total amount of the offer payment Utah State Tax Commission Business Financial Statement (Form TC-803) with justification statements for all income and/or How the payment will be made expenses Lump Sum 30 days from the date of the Offer in Compro- Copies of the Business Annual Financial Statements (Balance mise Notice of Approval Sheets and Income Statements) for the previous two (2) annual Other payment arrangement (120 days or less) with accounting periods explanation Business Bank Statement(s) from each financial institution used Source of the offer payment for the previous two (2) months prior to the date of the Offer Request All offer requests funded by financing or refinancing real Loan application(s) and denial(s) submitted in the business property have included: name within the previous six (6) months prior to the date of the Offer Request Sales Agreement Property Appraisal Closed Business or Corporation is submitted requesting the Title Report offer should include: Proposed Loan Settlement Statement (HUD 1), if applicable Documents Final Loan Settlement Statement (HUD 1) Verification of the closing date of the business Description and disposition of all the business assets Individual taxpayer and/or Individual taxpayer with a closed Sales agreement(s) regarding the sale of the business business (e.g. Sole Proprietorship, General Partnership, Non-Payment Penalty assessed Individual(s)) Documents ______________________ Federal Income tax returns for the three (3) filing periods prior to the date of the Offer Request (Include all W-2’s, tax schedules and worksheets) If you need an accommodation under the Americans with Utah State Tax Commission Individual Financial Statement Disabilities Act, contact the Tax Commission at 801-297-3811 or (Form TC-805) with justification statements for all income and/or TDD 801-297-2020. Please allow three working days for a expenses response. Income verification for the previous two (2) months prior to the date of the Offer Request (e.g. pay statements, IRS 1099 forms, Social Security Benefit Statement SAA-1099s, etc.) Bank Statement(s) from each financial institution used for the previous two (2) months prior to the date of the Offer Request Loan application(s) and denial(s) submitted within the previous six (6) months prior to the date of the Offer Request Medical documentation for claims of disabilities or medical conditions limiting abilities and/or employment (e.g. Annual Social Security Disability Statement; Signed statement from a Doctor or Medical Clinic verifying your condition(s) etc.) |