Get Form Ad-1.8-i:9/08:instructions For Form Ad-1.8 Petition For Advisory ... - Tax Ny

This guide provides a clear and supportive approach to filling out the Form AD-1.8-I:9/08 for submitting a petition for an advisory opinion to the New York State Department of Taxation and Finance. Follow the steps below to ensure your petition is completed correctly and efficiently.

Follow the steps to fill out the form effectively.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by entering your identification number, which could be your social security number, employer identification number, or another number assigned by the NYS Tax Department. Remember, all identification numbers will be redacted prior to publication.
3. Provide required information relevant to your audit or claim. If your petition involves an audit, state the concerned periods and any related notices. For claims regarding credit or refund, include the periods, amounts, and identifiers of claims.
4. In items 3 and 4, detail the statements of issues and facts. Clearly type or write out the specific facts related to your request, the exact issue you seek to resolve, and your reasons for the advisory opinion. Supporting arguments and citations of relevant law can be included.
5. Complete item 5 by marking whether you request additional information to be redacted from the published advisory opinion. Include a detailed description of this information and justify your request.
6. If applicable, ensure that a properly completed power of attorney is attached to your petition. This is necessary if you are submitting on behalf of another individual or entity.
7. Conclude by reviewing the entire form for accuracy. Once satisfied, you can save changes, download, print, or share the completed form as necessary.

Complete your advisory opinion petition online and ensure compliance with tax regulations.