SURVEY: Reporting Adjustments to State Tax Revenue Departments

Bloomberg BNA, the Council On State Taxation and Marilyn Wethekam (Horwood, Marcus & Berk Chartered) are seeking input from practitioners on the issues taxpayers should be aware of when reporting adjustments from tax authorities such as the Internal Revenue Service.

After being subject to a federal audit (and sometimes another state's audit), many multistate corporations must file amended state and local tax returns with other states, even when the states’ normal statute of limitations has expired.

We seek your input on the format, timing and process of reporting those changes by participating in our survey.

First, we seek to gather broad information about how reportable adjustments affect your company or clients' methods of filing such adjustments, and your company or clients' experiences in making reportable adjustments. Please click here to share this broad information with us.

Second, we seek to gather more focused information on a particular state approach and requirements resulting from reportable adjustments. If you have knowledge on how a particular state tackles reportable adjustments, please share that information with us by clicking here

All questions in the survey are optional and responses will be kept confidential. The results of the survey will be compiled to create a Bloomberg BNA portfolio on reportable adjustments. If you have any questions, or if you wish to complete the survey using a Word document rather than an online form, please email Fred Nicely or Catie Oryl or call COST at (202) 484-5224.

Thank you in advance for your participation.