Pennsylvania Rev 65 Form PDF Details

In the realm of Pennsylvania tax matters, navigating the complexities of appealing a tax decision becomes significantly streamlined with the utilization of the REV-65 form, provided by the Pennsylvania Board of Appeals. This comprehensive form serves as a crucial tool for taxpayers who wish to contest tax assessments or seek refunds for various types of taxes, including but not limited to Personal Income Tax, Corporation Tax, and Sales/Use Tax. The form requires detailed information about the tax period in question, the type of petition—whether for a refund, reassessment, or review—and specific details pertaining to the tax assessment, including amounts and penalties. Additionally, the form accommodates for the listing of any current appeals or audits related to the taxpayer, further streamlining the appeals process. Taxpayers have the option to request a hearing or opt for a decision based on the petition and record, emphasizing the form's flexibility in catering to different preferences for resolving tax disputes. Coupled with requirements for personal, business, and representative information, the REV-65 form ensures a comprehensive approach to filing appeals. This pertinence is further underscored by its design to accommodate online submissions, simplifying the appeals process in our increasingly digital world. With stipulations for authorized representatives and detailed instructions on how and where to file, the REV-65 form embodies a critical resource for Pennsylvania taxpayers seeking clarity and resolution in the oftentimes convoluted realm of tax appeals.

QuestionAnswer
Form NamePennsylvania Rev 65 Form
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesrev 65, board of appeals pa, pa department of revenue form rev 65, how to pennsylvania 65 form

Form Preview Example

(BA+) 01-20 REV-65 BOARD OF APPEALS PO BOX 281021 HARRISBURG PA 17128-1021

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax Type Appealed (select one):

 

 

 

 

 

 

 

 

 

Tax Period Begin Date

 

 

 

 

 

 

 

 

 

 

 

Personal Income Tax

 

Corporation Tax

Employer Withholding

 

 

Sales/Use Tax

 

Other

 

 

 

 

 

 

Tax Period End Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Type of Petition:

 

Refund

Reassessment/Review

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash

Credit

Total Refund Requested $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If petition is in regard to sales tax, please list amount(s) below:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PATax Refund

 

 

 

 

 

Philadelphia Tax Refund

 

 

 

Allegheny County Tax Refund

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Notice Number

 

 

 

 

 

Notice Mail Date

 

 

 

Tax Assessment Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

Penalty/Fees Assessment Amount

 

 

Paid:

Yes

No

If paid, date paid

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Are there any current appeals or audits for this taxpayer or tax period?

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

Docket Number

 

 

 

 

 

Assessment Number

 

 

 

Audit Assignment Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Individual

Corporation

 

 

Partnership (attach list of partners & addresses)

Other

 

Estate

Date of Death

 

 

 

 

(required for estates & personal income tax fiduciary appeals)

 

 

 

 

 

 

 

 

 

 

 

 

 

Legal Name (for individual applicants give your full legal name)

 

 

SSN

 

 

Account ID

 

 

 

 

 

 

 

 

 

 

 

 

Trade Name or DBA (if different from Legal Name)

 

 

 

 

FEIN

 

 

Revenue ID

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

State

 

ZIP Code

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

Contact Person Name

 

Contact Email Address

 

 

Contact Telephone Number

 

 

 

 

 

 

 

 

 

 

 

 

 

V

Company Name

Address

Country

Contact Person

Contact Person Title

City

State

 

ZIP Code

 

 

 

 

 

Email Address

Telephone Number

REV-65 (BA+) 01-20

V

Hearing Requested

No Hearing Requested. Please decide on basis of the petition and record.

This case to be held pending action on the same issue(s). Case Number

 

Court Citation Number

 

 

 

 

 

V

If you elect to receive communications via email, you are authorizing the Board ofAppeals to send correspondence, including the final Decision & Order, via email.

Send Correspondence to (select one):

Petitioner

Representative

Send Correspondence via (select one):

U.S. Mail

Email

Send Decision and Order via (select one):

U.S. Mail

Email

V

Itemize the issue(s) involved. What is the subject of appeal? Attach a separate sheet if more space is required.

V

All petitions must be signed by the petitioner or authorized representative. If signed only by an authorized representative, written authorization must accompany the petition. If the petitioner is a corporation, a corporate officer must sign.

Under penalties prescribed by law, I hereby certify this petition has been examined by me, and to the best of my knowledge, information and belief, the facts contained in the petition are true, correct and complete and the petition is not made for the purpose of delay. Also, if this is a petition for refund, I certify that the refund requested has not been granted in an audit report, nor has it been included in any other petition for refund.

Petitioner’s Name

Petitioner’s Signature

Petitioner’s Title

Date

 

 

 

 

Representative’s Name

Representative’s Signature

Representative’s Title

Date

 

 

 

 

REV-65 IN (BA+) 01-20

Please type or print neatly in blue or black ink.Attach acopy of the notice being appealed.

Petitions should be sent directly to the Board of Appeals online or by mail. The preferred method of filing is online because this method provides a confirmation number. Online petitions are filed through the Board of Appeals

website at rdppssttpus .The mailing address for the Board ofAppeals is:

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Petition is considered filed as of the postmark date. Meter dates or any other mark (except the USPS postmark) is not recognized. Failure to include any required information may result in a dismissal of your appeal.

The Board of Appeals will consider compromises of assessment and refund appeals. If you wish to propose a compromise, please complete and submit a Request for Compromise (DBA-10) with your petition or within 30 days from the date the petition is filed.

SECTION I

Fillintheovalforthetaxtypebeingappealed.Administrative Appeals of Record such as revocation of a lottery license can be identified in Other.

  

Please clearly identify the tax period being appealed.

Fillinonlyoneovalforthetypeofpetition.Donotmarkboth.

INSTRUCTIONS FOR REV-65

Board of Appeals Petition Form

If there are any current appeals or audit for this taxpayer or tax period, provide docket number, assessment number and/or audit assignment number. This section is applicable topetitionsforrefundandpetitionsforreassessment/review.

SECTION II

Social Security number is required for Individual, Estate and Partnership appeals. Include Social Security number for each partner when providing list of partner names and addresses.

The department is authorized under federal law, 42 U.S.C. § 405 (c), to use your Social Security number in administering state tax law.The department uses your Social Security number to establish your identity and to process your appeal.

Account ID Number is the number used to identify the tax account being appealed. Examples include the Sales Tax License Number, the Corporate Box Number, Estate File Number or Control Number.

FederalEmployerIdentificationNumberisissuedbytheIRS to business entities. Complete this number if one has been assigned to you.

Departmental issued number assigned to each business entity with a filing requirement in PA.

SECTION III

V

Representation by an attorney, CPA or other person is not required. Complete representative information only if Petitioner is represented by another person.

 

SECTION IV

 

Provide refund form and amount requested. If the refund

 

 

 

 

requested is for sales tax, provide requested amounts for

Hearings,ifrequested,areheldinHarrisburg.Petitionermay

PA tax refund. If applicable, provide amounts for

Philadelphia tax refund orAllegheny County tax refund.

request a phone conference in lieu of a hearing. It is at the

Board’s discretion whether to grant this request.

 

Provide notice number, notice mail date, tax assessment

SECTION V

 

 

amount, and penalty/fees assessment amount. If the tax

 

 

 

 

 

 

assessment amount and penalty/fees assessment amount

 

 

 

have been paid in full, provide date paid.

Please select desired method of correspondence.

 

 

 

 

 

rvupv

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1

Communication, including the board’s final decision and order, may be transmitted to you or your representative via email, should you elect the email option. If you elect to receive communications via email, you and your representatives assume the responsibility for the confidentiality of the information contained in emails sent to and from the Board ofAppeals. The commonwealth will not be held liable for the disclosure of any confidential information sent via email.

SECTION VI

Briefly state the issue(s) involved and explain in detail why relief should be granted.Additional pages may be attached, if necessary.

Any required appeal schedule should be submitted with the petition or within 30 days of the date that the petition is filed. Any evidence in support of the petition may be submitted with the petition but no later than 60 days from the date that the petition is filed.

SECTION VII

All petitions must be signed by the Petitioner and/or Authorized Representative. A Power of Attorney (REV-677) must be submitted if the petition is only signed by the authorized representative.

2 -

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1. The pa rev 65 involves specific information to be entered. Ensure that the subsequent fields are completed:

The way to complete pa rev form portion 1

2. Just after this part is filled out, proceed to enter the applicable details in all these: Legal Name for individual, Trade Name or DBA if different, Mailing Address, City, State, ZIP Code, Country, SSN, FEIN, Account ID, Revenue ID, Contact Person Name, Contact Email Address, Contact Telephone Number, and SECTION III.

pa rev form completion process shown (part 2)

3. Throughout this stage, check out SECTION IV, SCHEDULING REQUEST, Hearing Requested, No Hearing Requested Please decide, This case to be held pending, Case Number, Court Citation Number, SECTION V, CORRESPONDENCE WITH THE BOARD OF, If you elect to receive, Send Correspondence to select one, Petitioner, Representative, Send Correspondence via select one, and Send Decision and Order via select. All of these are required to be taken care of with highest accuracy.

Step no. 3 for submitting pa rev form

It's easy to make errors when completing the CORRESPONDENCE WITH THE BOARD OF, thus make sure you go through it again prior to deciding to finalize the form.

4. To move ahead, the next section requires filling out several fields. Examples of these are Petitioners Name, Petitioners Signature, Petitioners Title, Representatives Name, Representatives Signature, Representatives Title, Date, Date, and PAGE, which are key to continuing with this process.

Representatives Signature, Representatives Name, and PAGE in pa rev form

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