Be courteous and to the point, while including sufficient detail to back up your claim and to show that you have done your homework.
1. State your name and TIN (tax-payer identification number) and, if you like, the subject of the letter.
- RE: John Doe
- RE: Insufficient data
- RE: Erroneous tax refund
2. Identify the error.
- It appears that the county has made an error in my property tax assessment.
- There seems to be an error in my property tax assessment.
- I should have received a tax refund of $853.25, but instead received a check for $2,964.36.
- I expected a tax refund of $853.25, but received a check for $835.25.
- My home office deduction and computer depreciation deduction have erroneously been disallowed.
- I have been penalized for not declaring a State Income Tax refund of $444 for last year. The imposition of this penalty is an error.
- It appears that you have made an error in refusing to allow deductions for two of my dependents who both lack social security numbers.
- a multiplicity of errors
- a profusion of mistakes
- after thoroughly reviewing my records
- appears that you have made an error in
- assessor made several mistakes
- believe that I have found errors
- but instead received a check for
- claimed that I failed to
- contrary to your policy
- did not allow deductions for
- expected a tax refund of
- explained the apparent discrepancy in the note attached to
- grievous mistake has occurred
- has committed a serious error
- have been penalized for
- have erroneously been disallowed
- have looked over the assessment carefully
- have mistakenly been omitted
- imposition of this penalty is an error
- in the assessment of my property
- in refusing to allow
- instructions were confusing
- is apparent that the township has erred
- probably a simple clerical error
- reported $0 from "other" income sources
- represents a real burden to
- seems to be an error in my
- should be explained with laymen in mind
- should be written more clearly
- thoroughly reviewed all records regarding
- was entitled to a home office deduction
3. Explain why you believe the reader has made an error.
- My neighbors on each side, who have comparable homes, were assessed $2,819 and $2,940. The neighbor across the street, whose property is very similar to mine, was assessed $2,783. These assessments are, respectively, $930, $809, and $966 less than my assessment of $3,749.
- The assessment is calculated on a square footage of 84,000 square feet, but the property is actually 84 feet wide by 100 feet deep, with an area of 8,400 square feet.
- No explanation was attached and, because of the transposition of the numbers, I believe this may have been a clerical error.
- While it is true that my employer provides both an office and a computer for my use, my husband is a free-lance writer, and the computer and the office space are both for his exclusive use.
- They are used for no other purpose than his writing. I deal with the household and other accounts on my work computer.
- I did not receive a State Tax refund last year, but paid in $444. Enclosed is a copy of my canceled check.
- Please note that the children, twins, are both less than one year old. I had applied for Social Security numbers prior to filing, but they did not arrive on time. I do have their numbers now: Robert: 555-55-5555 and Eric: 555-55-5555.
- a recent appraisal of my home
- am sure you will see the discrepancy
- assessed has increased unreasonably this year
- assessment is calculated on
- because of the transposition of the numbers
- believe this may have been a clerical error
- deductions have always been allowed
- employer does not provide
- enclosed is a copy of my canceled check
- expected to receive a refund of
- far more than the book value
- from the enclosed copies of our W-2 forms
- had not yet received their Social Security numbers
- have checked the records
- have not changed my name
- have receipts for the
- have kept written records of
- is provided for my exclusive use
- is used exclusively for
- my reported income did not match
- neighbors' assessments are considerably lower than
- no explanation was attached
- numbers must have been transposed
- receive no tax refunds last year
- review my previous income tax forms
- square footage is actually
- used for no other purposes
- was not disallowed last year
4. Request that a correction be made.
- Of course I could appeal, but I suspect that this may be a simple clerical error, easily corrected. Please check the appropriate records and call me at 555-5555.
- Please review the matter and send me a check for the remainder.
- Kindly revise the assessment.
- I calculated the deductions strictly according to the IRS rules, and therefore request that you correct your records and allow the deductions. I trust that you will also cancel the tax and penalty that were assessed.
- Kindly correct your records.
- Please update your records and send our refund.
- allow the deductions
- am eager to have this resolved
- am confident that you will
- as soon as possible
- before turning to the official appeals process
- call if you have further questions
- cancel the tax and penalty we were assessed
- cancel the tax penalty
- compare this assessment with
- expect prompt action
- expect to hear from you soon
- kindly correct your records
- kindly revise the assessment
- kindly send a check for the amount due to us
- may be a simple clerical error
- of course I could appeal, but
- please check the appropriate records
- please correct this mistake
- please make the necessary corrections
- request that you
- resolve this discrepancy
- review my case and
- send us our refund
- send me a check for the difference
- should be able to work this out
- there is probably a simple solution
- think this can be resolved quite easily
- to meet with you
- trust that you will
- update your records and
- will be happy to
- with previous assessments
- would appreciate your
- would like to meet with a representative
- would be pleased to
- your prompt attention to this matter
- your assistance in
- your sending the correct refund
5. Close with a positive expression, and give your TIN, if you did not give it earlier.
- Thank you for your assistance.
- I trust this will be satisfactory. My TIN is 555 55 5555.
- Thank you for your cooperation. My TIN is 555 55 5555.
- If you have further questions, you can reach me at 555-5555.
- I would appreciate your checking this as soon as possible.
- am conscious that errors occur
- am willing to provide more information
- am confident that you
- am sure you will
- are aware that mistakes happen
- do not hesitate to contact me
- for your assistance
- for your prompt attention to
- for taking the steps necessary to
- for working this out
- if you need additional information
- if you have any questions
- if I can assist you
- if you have further questions
- is a busy time of the year
- look forward to
- my TIN is 555-55-5555
- please call if
- please let me know
- send me a copy of
- straighten out the confusion
- thank you for
- the accompanying information may assist you in
- to receiving our refund
- to receiving confirmation that
- to seeing a revised summary
- trust that you will make every effort to
- trust that this will be satisfactory
- trust you will do everything necessary
- understand that such problems arise
- will appreciate your updating our files
- would appreciate your
- would appreciate receiving a copy of the corrected record
- your help with
- your correcting this
- your prompt attention to
- your cooperation in
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