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

December 6, 2020

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

Date

Designation

Body

Salutation

Name and Designation

How to write a Tax Letter?

Use simple and direct language.
Use a proper format or layout.
Use only professional language.
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.

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 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

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

About The Author

Letter Team

The team behind BestLetterTemplate.com understands the importance of effective communication in today's professional world and strive to provide you with the tools you need to make a lasting impression. Our team of experienced writers has created a wide range of templates for common letters, including recommendations, resignations, and cover letters. All of our templates are completely free to use and are designed to save you time and hassle. Whether you're a student, a recent graduate, or a seasoned professional, we've got you covered.