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Request For Disclosure Of Tax Return Or Tax Return Information LGL-002 - Connecticut
| Request For Disclosure Of Tax Return Or Tax Return Information Form. This is a Connecticut form and can be used in Power Of Attorney Department Of Revenue Services Statewide . |
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Department of Revenue Services State of Connecticut 25 Sigourney Street Hartford CT 06106-5032 (Rev. 06/05) LGL-002 Request for Disclosure of Tax Return or Tax Return Information Part 1 -- Who Is Entitled to Make This Request? · The sole proprietor, if the taxpayer is a sole proprietorship; · A general partner, if the taxpayer is a partnership or a limited partnership; · The administrator or executor, if the taxpayer is an estate; · The trustee, if the taxpayer is a trust; · A member, if the taxpayer is a limited liability company that is not managed by managers; or a manager, if the taxpayer is a limited liability company that is managed by managers; · A principal officer, if the taxpayer is a corporation (See Part 6 below); · The successor, receiver, guarantor or assignee of the taxpayer; · The authorized representative of any of the above; and · Any individual, if the request is for an income tax return filed by that individual (or filed by that individual and his or her spouse if the request is for a joint income tax return). (Check the applicable box in Part 2 and Part 3.) Mail or hand-deliver this request to the address above, Attn: Director, Taxpayer Services Division. Please put the caption Request for Tax Return or Tax Return Information on the envelope. Part 2 -- Whose Returns Are You Requesting? Taxpayer Name Business Name Street Address Taxpayer is: (Check box) Corporation Individual Partnership Sole Proprietorship Business Trust For Tax Periods: Copy of Audit Workpapers Other (Specify.) Account Reconciliation (See instructions.) Trust (other than a business trust) Other (Specify.) Estate City State ZIP Code Social Security Number CT Tax Registration Number Federal Employer ID Number Limited Liability Company Part 3 -- Information Requested: (Copy of Return) Income Tax Gift Tax Sales and Use Tax Other Return Type Corporation Tax Part 4 -- What Is Your Status? Check a box Sole Proprietor (Check box in Part 2.) Receiver (Attach certificate of appointment.) Successor (Attach agreement.) Authorized Representative (Attach LGL-001, Power of Attorney.) Partner (Check box for partnership in Part 2; attach partnership agreement.) Trustee (Check appropriate box for trusts in Part 2; attach trust agreement.) Assignee (Attach assignment.) Executor or Administrator (Check box for estate in Part 2; attach Certificate of Appointment.) Guarantor (Attach guaranty.) Other (Specify.) Individual Principal Officer (Check box for corporation in Part 2; attach last annual report filed with Secretary of the State.) Member of a limited liability company that is not managed by managers (Check box for limited liability company in Part 2.) Manager of a limited liability company that is managed by managers. (Check box for limited liability company in Part 2.) Part 5 -- What Is Your Name and Mailing Address? Name of Person Making Request Telephone Number Email Address, if available Street Address City State ZIP Code Part 6 -- Declaration I declare that if I am not the taxpayer identified above, I have been authorized by that taxpayer to execute this request on behalf of the taxpayer, and I am permitted by the instructions on this form to make this request. (Attach LGL-001, Power of Attorney.) I declare under penalty of law that I have examined this return (including any accompanying schedules and statements) and, to the best of my knowledge and belief, it is true, complete, and correct. I understand the penalty for willfully delivering a false return to DRS is a fine of not more than $5,000, or imprisonment for not more than five years, or both. The declaration of a paid preparer other than the taxpayer is based on all information of which the preparer has any knowledge. Signature Title Date American LegalNet, Inc. www.FormsWorkflow.com Instructions Use Form LGL-002, Request for Disclosure of Tax Return or Tax Return Information, to request copies of tax returns, tax return information, or certain other documents, such as audit workpapers, from the Department of Revenue Services (DRS). Part 1: Who Is Entitled to Make This Request? Part 3: Information Requested Check the tax type and enter the tax periods or tax years for which you are requesting a tax return or tax return information. The terms years and periods can indicate various time frames. 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 for corporation tax. A tax period may have one or more monthly or quarterly periods. For example, a sales and use tax period of 1/1/97 through 12/31/99 may contain 36 monthly or 12 quarterly periods. Please be specific. Account Reconciliation: DRS will generally provide an account reconciliation only when there is a specific discrepancy between DRS and the taxpayer's records. When requesting an account reconciliation, you must provide a short explanation indicating the tax type and specific tax periods in question. Attach any documentation, such as copies (front and back) of cancelled checks, that will help us in resolving any differences. Part 4: What Is Your Status? Check the box that indicates your relationship to the taxpayer for whom you are requesting a copy of a tax return or tax return information. You must also attach the requested documentation to support the status that entitles you to make this request. Part 5: What Is Your Name and Mailing Address? Provide the requested information so a DRS representative can contact you if we need additional information. Part 6: Declaration You must sign the declaration section of LGL-002. Only the taxpayer or an authorized representative listed in Part 1 can sign this section. For example, the taxpayer is other than a natural person (an estate), DRS requires the signature of the individual who is the authorized representative of the taxpayer. · Any individual, if the request is for an income tax return filed by that individual (or filed by that individual and his or her spouse if the request is for a joint income tax return); A limited liability company (LLC) member, if the taxpayer is an LLC and has no manager, or a manager, if the taxpayer is an LLC and has managers; The sole proprietor, if the taxpayer is a sole proprietorship; A general partner, if the taxpayer is a partnership or a limited partnership; The administrator or executor, if the taxpayer is an estate; The trustee, if the taxpayer is a trust; If the taxpayer is a corporation, a principal officer or corporate officer who has l
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