Tax Letter Template – Format, Sample, and Example in PDF & Word

One must write an income tax letter in a proper format. In this article, we will discuss the various examples of tax letters.


Format of an Income Tax Letter Template

To

Date


Designation

Body

Salutation

Name and Designation

How to write a Tax Letter?

  1. Use simple and direct language.
  2. Use a proper format or layout.
  3. Use only professional language.
  4. Provide all the details of your tax returns and payments.

Sample Income Tax Letter with Examples

The examples given below will provide you with detailed information about the formats of various tax letters.

Grantor Tax Information Letter

From,
2020 Federal Grantor Information
Ralph Furley
17378 Someplace
Delhi

Date: 1st Oct. 2020

To,
Grantor name and address
Ralph Furley

17378 Someplace
Delhi

Trust Tax Id: 46-28839

Grantor Id: 809-3888-88

% Ordinary Income: 100.00000

% Capital Gain/Loss: 100.00000

The following income, deductions, and credits are to be reported on the income tax return of the mentioned grantor.

Thanks,

Tax Preparer Letter to Client

From,
Meera Singh
17378 A-Avenue
Delhi

Date: 19th May 2020

To,
Jack Mack
The internal revenue service department
Delhi

Dear Sir,

Your payment has not been received as of the date of the notice. As a result, and according to the lease, a late charge will be charged and added to your total balance. It is a serious matter, and your urgent attention is required.

Please revert me as soon as you receive this important notice.

Sincerely,

Meera Singh

Tax-deductible Donation Letter

From,
ABC Youth Organization
Street No 2667
Delhi
EIN NO: 4732859

To whom it may concern,

Thank you for your generous donation of an amount of Rs 90,000. ABC Youth Organization is:

A registered 501(c)3 non-profit organization. Therefore your donation is 100% deductible.

Please use the EIN No. above to claim your tax deduction.

Sincerely,

Eve High
President of ABC Youth Organization

Tax Clearance Letter

From,
Doris L Kornegay
1657 Roosevelt Road
Kansas

Date: 19th May 2020

To,
The Internal Revenue Service Department
Poughkeepsie

Sub: Application for the tax clearance certificate

Ref: Tax Return no. 00557/Dated March 28, 2020

Dear Sir,

I am writing this letter to request you for a clearance certificate for the tax return filed this year. I have filled the tax in the prescribed format. I have also provided all the documents with the return in the tax office.

I expect an early application form from your side.

Thank You,

Yours Truly

Doris L Kornegay

Tax Engagement Letter

From,
Brian E King
3191 Southern Street
WARSAW

Date: 19th May 2020

To,
Johnny V Cole
4070 Upton Avenue
Westbrook

Dear Johnny,

I will prepare the federal & state corporate income tax return for you for the year ended. I will also advise you on income tax matters. I am responsible for the returns listed above.

Yours Sincerely,

Brian E King
Certified Public Accountant

IRS Tax-exempt Letter

From,
Nicole E Flynn,
Sunflower Garden Club,
704 Patterson Fork Road
Chicago

Date: 12th May 2020

To,
Janice
VGFOC Treasurer
Street no 2567

Dear VGFOC Treasurer,

Please include Sunflower Garden club in the YHFF federations of garden clubs, Inc, group exemption from the Internal Revenue Service for 501(c)(3) status.

The members voted at their meeting to make an application to VGFOC for the exempt status.

Sincerely,

Nicole E Flynn
President

Tax Return Engagement Letter

From,
James L Broussard
1410 Traders Alley
Maysville

Date: 20th May 2020

To,
Kenneth P Walters
3909 Adams Avenue
Frederick

Dear Kenneth,

I will prepare the federal and state corporate income tax return for you for the year ended. I will also advise you on income tax matters. I am responsible for the returns listed above.

You are also confirming that you will furnish me with all the required information for preparing the returns.

Yours Sincerely,

James L Broussard
Certified Public Accountant

Tax ID Verification Letter

From,
Jane Watson
Income Tax Department
Wellington

Date: 15th Sep. 2020

To,
Taxpayer Name
97 Brooke Street
Texas
Employer Identification Name: 123-44656

Dear Taxpayer,

We received your request dated 9 May 2020, asking us to verify your employer identification number and name.

This letter confirms that your employer identification number and name on our records match the name and EIN no. listed above.

Sincerely,

Jane Watson
President

Donation Receipt Letter for Tax Purposes

From,
Jackie
AHH Youth Organization
Street No 2667
Delhi
EIN NO: 4732859

To whom it may concern,

Thank you for your generous donation of an amount of Rs 90,000. AHH, Youth Organization is:

A registered 501(c)3 non-profit organization. Therefore your donation is 100% deductible.

Please use the EIN No. above to claim your tax deduction.

Jackie
President of AHH Youth Organization

Tax Letter for Donation

From,
Jani Smith
FER Youth Organization

Street No 2667
Delhi

EIN NO: 4732859

Date: 15th Oct. 2020

To whom it may concern,

Thank you for your generous donation of an amount of Rs 50,000. FER Youth Organization is

A registered 501(c)3 non-profit organization. Therefore your donation is 100% deductible.

Please use the EIN No. above to claim your tax deduction.

Sincerely,

Jani Smith
President of FER Youth Organization

Sample Letter for Income Tax Exemption

From,
William S Zamora
3750 Reynolds Alley
San Francisco

Date: 19th May 2020

To,
FERE Youth Organization
Street No 2997
Delhi

Sub: Letter Requesting Tax Exemption Certificate

Dear Sir/Madam,

FERE Youth Organization is a charity organization working for special education in underdeveloped areas. Charitable organizations are exempted from any tax. We are providing our annual audit report and details of our payments and expenses.

On behalf of the FERE Youth Organization, I request you to please issue the Tax Exemption Certificate.

Sincerely,

William S Zamora
President

Standard Tax Claim Letter Sample

From,
Lisa M Whitesel
1416 Whaley Lane
Pewaukee

Date: 17th May 2020

To,
John Singh
NI no: 6796559

Dear Sir,

I have received your tax calculation for the last 5 years. The calculation suggests that I have underpaid tax for 1 year. I was unaware of my tax affairs. I believe that this situation of underpayment has arisen because you failed in taking action upon relevant information.

I am therefore requesting all the details under the provisions of ESC A19.

I look forward to hearing from you.

Yours Sincerely,

Lisa M Whitesel

Unpaid Income Tax Letter

From,
Betty R Hoskins
929 Eagle Drive
Southfield

Date: 18th May 2020

To,
Steven E Velasquez
191 College View
CROSBY

Dear Sir,

I have received your tax calculation for the last five years. The calculation suggests that I have underpaid tax for one year.

I am not able to agree to your proposal. I have also tried to understand the reasons for this situation of underpayment.

I request you to please supply me with a detailed explanation as to how the underpayment occurred. Please provide me with a formal confirmation that neither yourselves nor my employees contributed in any way to the identified underpayment.

Yours Sincerely,

Betty R Hoskins

Tax Letter Template in PDF and Word Format

Tax Preparer Letter to Client

PDF | Word

Tax Clearance Letter

PDF | Word

Tax Engagement Letter

PDF | Word

IRS Tax-exempt Letter

PDF | Word

Tax Return Engagement Letter

PDF | Word

Tax ID Verification Letter

PDF | Word

Letter for Income Tax Exemption

PDF | Word

Tax Letter Template in PDF Format

  1. PDF Template 1
  2. PDF Template 2
  3. PDF Template 3
  4. PDF Template 4
  5. PDF Template 5

Tax Letter Template in Word Format

  1. Word Template 1
  2. Word Template 2
  3. Word Template 3
  4. Word Template 4
  5. Word Template 5

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