2008 Rules for Tax Appeals Training

On February 6, 2008, new rules for tax appeals became effective. The goals of the new rules are to create uniform procedures, increase transparency, clarify expectations, and improve customer relations. This training is intended to help those involved in the tax appeals process navigate these new rules.

Segment Training Materials
Introduction Slides:
Rules for Tax Appeals Training
Audio:
Rules for Tax Appeals Training
Chapter 2 Slides:
Part 1: Pre-Appeals Conference Review of Business Tax & Fee Appeals
Part 2: Appeals Conferences & Briefing for Business Tax Appeals

Audio:
Pre-Appeals Conference Review of Business Tax & Fee Appeals
Appeals Conferences & Briefing for Business Tax & Fee Appeals

Handouts:
Pre-Appeals Conference Review of Business Tax & Fee Appeals
Appeals Conferences & Briefing for Business Tax & Fee Appeals

Flowcharts:
Petitions for Redetermination, Claims for Refund, and Administrative Protests
Appealing Jeopardy Determinations
Requests for Relief and Requests for Innocent Spouse and Other Equitable Relief
Appeals Conferences and Briefing

Chapter 3 Slides:
Part 1: State-Assessed Property & Private Railroad Car Tax Appeals
Part 2: Other Property Tax Appeals

Audio:
State-Assessed Property & Private Railroad Car Tax Appeals
Other Property Tax Appeals

Handouts:
State-Assessed Property & Private Railroad Car Tax Appeals
Other Property Tax Appeals

Flowcharts:
State-Assessed Property & Private Railroad Car Tax Appeals
Other Property Tax Appeals

Chapter 4 Slides:
Pre-Board & Post-Board Action Review of Appeals from the FTB

Audio:
Pre-Board & Post-Board Action Review of Appeals from the FTB

Handouts:
Pre-Board & Post-Board Action Review of Appeals from the FTB

Flowcharts:
Pre-Board Action Review of Appeals from the FTB

Chapter 5 Slides:
General Board Hearing Procedures

Audio:
General Board Hearing Procedures

Handouts:
General Board Hearing Procedures

Flowcharts:
General Board Hearing Procedures

History Rules for Tax Appeals Interested Parties Process and Rulemaking History