We provide here a written summary of answers provided by the Department of Revenue to the committee at periodic question and answer sessions. These documents are classified as Revenue information issued for informational purposes only for the convenience of PICPA members. Pursuant to 61 Pa. Code Section 3.4, these documents should not be relied upon for any purpose or used in tax appeals. Taxpayers requiring a binding opinion on a specific fact situation may request a written letter ruling under 61 Pa. Code Section 3.3.
Q&A with the Pennsylvania Department of Revenue
Why is the procedure of the PA DOR for follow up on an information request (in this case the R&D credit application) if information is not received from the taxpayer as a result of a fax request?
PA Department of Revenue found from past year application review and subsequent taxpayer follow up, that the most efficient order of contact is e-mail, fax, and then a letter. After this initial contact with no taxpayer reply, the Department will follow up with a phone call/voice mail message, once every 10 days until the missing information is filed or we reach the deadline.