FOR OFFICE USE ONLY The City of New York PETITION NEW YORK CITY TAX APPEALS TRIBUNAL ADMINISTRATIVE LAW JUDGE DIVISION EMPLOYER IDENTIFICATION NUMBER OR SOCIAL SECURITY NUMBER ▼ --------------------------------------------------------------X In the Matter of the Petition of : _____________________________________________ : DEPARTMENT OF FINANCE AUDIT/CASE NUMBER ▼ : _____________________________________________ : : TYPE OF TAX / CHARGE: ____________________________________ : TAX PERIOD(S) / DATE(S) __________________________________: OF TRANSACTION(S): _______________________________________ (NAME OF TAXPAYER / PETITIONER) --------------------------------------------------------X Petitioner’s address: ______________________________________________________________________________ ______________________________________________________________________________ Telephone number: ( ______ ) _________________________ Email Address:______________________________ Representative’s name: ____________________________________________________________________________ A duly executed Power of Attorney authorizing the representative's appearance in this matter before the Tax Appeals Tribunal must be attached. Representative’s firm and address: __________________________________________________________________ _________________________________________________________________________________________ Telephone number: ( ______ ) _________________________ Email Address: ______________________________ Representative’s capacity: ❐ Attorney ❐ C.P.A. ❐ P.A. ❐ Enrolled Agent ❐ Corporate Employee ❐ Other: _____________________ 1. PETITIONER HEREBY REQUESTS THE FOLLOWING RELIEF: ❑ Redetermination of a deficiency A legible copy of the Notice of Date of Notice of Determination ............................... _______/_______/_______ Determination must be attached. Principal tax due per Notice ........................................ $______________________ Interest due per Notice ................................................... $______________________ Has a jeopardy assessment been issued? Penalty due per Notice ................................................... $______________________ YES ❐ NO ❐ Total due per Notice ......................................................... $______________________ OR ❑ Allowance of refund/credit Date of Notice of Disallowance ................................ _______/_______/_______ A legible copy of the Notice of Disallowance or, if none has been issued within 6 months OR of the filing of a GCT, UBT or BCT refund Date of Claim for Refund .............................................. _______/_______/_______ claim, the claim for refund must be attached. Refund requested ............................................................. $ _____________________ OR ❑ Other relief (identify) : __________________________________ A legible copy of the Notice must be attached. Date of protested Notice ............................ _______/_______/_______ 2. SMALL CLAIMS ELECTION: The informal small-claims procedure resolves the controversy through a Determination issued by a Presiding Officer of the Tribunal which is binding on both parties and is not subject to review at the Appeals Division of the Tribunal or in the courts. If the matter at issue is not more than $10,000, exclusive of interest and penalty, does Petitioner request that the proceeding be conducted in the small claims unit? ............................................... ❑ YES ❑ NO |
3. CONCILIATION CONFERENCE: Please note that you may not simultaneously request a conciliation conference and a hearing before the Tribunal. If a conciliation con- ference was requested but a conciliation decision has not yet been issued, you may not request a hearing before the Tribunal until after the conciliation decision has been issued. ❑ A conciliation conference in the Department of Finance’s Bureau of Conciliation was not requested. ❑ A conciliation conference in the Department of Finance’s Bureau of Conciliation was requested and a conciliation decision was issued on ______/______/______. Legible copies of the conciliation decision and the protested Notice of Determination or Notice of Disallowance must be attached. 4. PETITIONER ALLEGES THAT THE COMMISSIONER OF FINANCE MADE THE FOLLOWING ERROR(S) OF FACT OR LAW AND STATES THAT THE FACTS AND LAW UPON WHICH PETITIONER RELIES ARE AS FOLLOWS: This section must be filled out. Use separately numbered paragraphs. Attach a separate sheet, if necessary. WHEREFORE, Petitioner respectfully requests that this petition be granted. The undersigned certifies that the statements herein are made with the knowledge that a willfully false representation is a misdemeanor punish- able under section 210.45 of the Penal Law of the State of New York. ____________________________________ ___________________________________ _____________ Signature of Petitioner / Representative ▲ Title (if applicable)▲ Date ▲ If signed by a person other than the Petitioner, indicate capacity: ❑ General Partner ❑ Officer ❑ Representative ❑ Other: ___________________________________________ WITHIN THE TIME LIMITATIONS PRESCRIBED BY APPLICABLE STATUTE, YOU MUST BOTH: FILE THIS PETITION AND 2 CONFORMED COPIES WITH: AND SERVE 1 CONFORMED COPY OF THE PETITION ON: Chief Administrative Law Judge Corporation Counsel of the City of New York NYC Tax Appeals Tribunal Tax & Bankruptcy Division Administrative Law Judge Division 100 Church Street, 4th Floor The Municipal Building New York, NY 10007 One Centre Street, Suite 2450 New York, NY 10007 The Corporation Counsel was served by: ❑ Mail ❑ Hand Delivery ❑ Other: ___________________________ If filing and/or service is by mail, it should be made by certified or registered mail, return receipt requested. An affidavit or other proof of service should be enclosed with the Petition. Please call (212) 669-4501 if you have any questions regarding this form. |