Loi template



Ohio Department of TaxationLetter of Intent Tax Year 2020Municipal Net Profit Tax Return MNP MeF groupMNPtax@tax.state.oh.us614-728-3750Ohio Department of Taxation due dateDecember 31, 20202020 Tax Software Provider Ohio Department of Taxation Letter of IntentBy submitting this Letter of Intent (LOI) to the Ohio Department of Taxation, you are agreeing to meet our standards for software provider registration, all tax preparation software, and substitute forms.? Agreement and adherence to the national standards are required as a prerequisite to approval. Failure to meet the standards or requirements set forth in the national standards and requirements form or in this LOI may result in the denial of your application or the removal of your organization as an approved software provider, and the rejection of all electronic or paper returns submitted using your products.Please complete a registration form for each unique product your company offers. If you submit an incomplete form, your request to participate in electronic or paper submissions may be denied. This form must be completed and submitted to MNP MeF no later than December 31, 2020Name of Company FORMTEXT ?????Product Name FORMTEXT ????? State Software ID FORMTEXT ????? DBA Name FORMTEXT ?????NACTP Member Number FORMTEXT ?????State Tax Account Number (if applicable) FORMTEXT ?????Address FORMTEXT ?????Product Address/URL FORMTEXT ?????Company FEIN FORMTEXT ?????City FORMTEXT ?????State FORMTEXT ????? Zip Code FORMTEXT ?????Regulatory/Compliance Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Primary Individual MeF Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Secondary Individual MeF Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Primary Business MeF Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Secondary Business MeF Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Primary Leads Reporting Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Secondary Leads Reporting Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Test EFIN(s) FORMTEXT ?????Test ETIN(s) FORMTEXT ?????Production EFIN(s) FORMTEXT ?????Production ETIN(s) FORMTEXT ?????Authorized access to the State Exchange SystemPlease provide a list of employees within your organization that you are authorizing to have access to the State Exchange System. The list you provide should include the following information: Company name, if different than company name at top of LOIFirst and last name of authorized individual(s)Email addressPhone numberTax types they are authorized to access (indicate all or individual, corporate, estate/trust, payroll etc.)NOTE: If the individuals are the same as what you’ve listed on the first page, please include them in this section as well. Company name FORMTEXT ?????First and last name FORMTEXT ?????Email address FORMTEXT ?????Phone number FORMTEXT ?????Authorized access FORMCHECKBOX Forms FORMCHECKBOX E-fileTax types FORMTEXT ?????Company name FORMTEXT ?????First and last name FORMTEXT ?????Email address FORMTEXT ?????Phone number FORMTEXT ?????Authorized access FORMCHECKBOX Forms FORMCHECKBOX E-fileTax types FORMTEXT ?????Company name FORMTEXT ?????First and last name FORMTEXT ?????Email address FORMTEXT ?????Phone number FORMTEXT ?????Authorized access FORMCHECKBOX Forms FORMCHECKBOX E-fileTax types FORMTEXT ?????Company name FORMTEXT ?????First and last name FORMTEXT ?????Email address FORMTEXT ?????Phone number FORMTEXT ?????Authorized access FORMCHECKBOX Forms FORMCHECKBOX E-fileTax types FORMTEXT ?????Please attach additional sheet with authorized users if necessary. Type of software product FORMCHECKBOX DIY/Consumer (Web-Based) FORMCHECKBOX DIY/Consumer (Desktop) FORMCHECKBOX Professional/Paid Preparer (Web-Based) FORMCHECKBOX Professional/Paid Preparer (Desktop)Tax types supportedPlease check all that applyFormsE-File FORMCHECKBOX FORMCHECKBOX Individual Income Tax FORMCHECKBOX FORMCHECKBOX Property Tax FORMCHECKBOX FORMCHECKBOX Estate/Trust/Fiduciary Tax FORMCHECKBOX FORMCHECKBOX Partnership Tax FormsE-File FORMCHECKBOX FORMCHECKBOX Corporate/Franchise Tax FORMCHECKBOX FORMCHECKBOX S-Corporation Return FORMCHECKBOX FORMCHECKBOX Municipal Net Profit Tax FORMCHECKBOX FORMCHECKBOX Pass-Through Partnership/S-CorpRebranded software productsComplete this section if your product is rebranded. If there are more than five software products that have been rebranded under a different name, please list them on a separate sheet and attach it to this submission. Note: In order for the software to be considered rebranded, changes cannot be made to the software requirements and output(s). It is your responsibility to make sure the rebranded product reflects the current software requirements and output(s). Rebranded Product Name FORMTEXT ?????Contact Person FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????National Software ID * FORMTEXT ????? Rebranded Product Name FORMTEXT ?????Contact Person FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????National Software ID * FORMTEXT ?????Rebranded Product Name FORMTEXT ?????Contact Person FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????National Software ID * FORMTEXT ?????Rebranded Product Name FORMTEXT ?????Contact Person FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????National Software ID * FORMTEXT ?????Rebranded Product Name FORMTEXT ?????Contact Person FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????National Software ID * FORMTEXT ?????*If not available at the time of LOI submission, please provide it when available. For Rebranded Products, the Ohio Department of Taxation has the following requirements for e-file ATS approval: Rebranded Products are not required to complete e-file ATS/paper form approval Substitute forms registrationComplete this section if your product will be providing substitute forms State Substitute Form Vendor Number FORMTEXT ?????Primary Individual Forms Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Secondary Individual Forms Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Primary Business Forms Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????Secondary Business Forms Contact FORMTEXT ?????Phone FORMTEXT ?????Email Address FORMTEXT ?????*If you have separate contacts for each business tax type, please list them by tax type on a separate sheet and attach it to this submission.Forms and schedules supported (check all that apply)Use the section to list forms and schedules your company will be supporting. Please note if the form is supported for print and e-file returns or printed returns only.State Limitations – Please mark any of these items your software does not support and list any additional items below. (This list must explain any differences between your test submissions and the test scenarios provided by the Ohio Department of Taxation):Preparer InfoFinancial TransactionsPaid preparerNon-paid preparerSelf-preparedPreparer foreign phone number/addressMNP 10Fiscal year returnsAggregate year returnsShort year returnsAmended returnsConsolidated returnsSeparate returnsConsolidated and separate on one returnNonrefundable creditsRefundable creditsAlternative apportionmentSchedule A (list specific additions and/or deductions)NOLs for 2017 and after184404013208000NOLs pre-2017 ACH debit – MNP 10ACH debit – MNP ESPartial paymentsPayment couponsEstimated paymentsFuture-dated estimated paymentsHeader InfoForeign country/addressForeign phone numberSpecial characters in names and addressesOtherPrior year returnsCredit Schedule binary attachmentNOL binary attachment Federal carryover binary attachmentA list of the changes you are going to make to the returns to adjust for software limitations:Communication and ExpectationsDocuments and materialsThe Ohio Department of Taxation e-file documentation will be provided at the following locations:FTA State Exchange System (SES) for schemasThe Ohio Department of Taxation websiteQuestions, Requirements, Standards and RecommendationsThis section represents jurisdiction questions, requirements, and standards for tax software providers. Standards and requirements for confirmation of specific data elements DiscussWithPaidPreparerIndAcknowledgments and signature FORMCHECKBOX I acknowledge all e-file ATS tests submitted during the approval process are created in, and originate from, the actual software. FORMCHECKBOX I acknowledge all electronic returns received by The Ohio Department of Taxation generated from this software will be electronically filed from the initially approved product version, or a subsequent product update. FORMCHECKBOX I acknowledge all paper returns received by The Ohio Department of Taxation generated from this software will be printed from the approved product version, or a subsequent product update. FORMCHECKBOX I acknowledge The Ohio Department of Taxation will be notified of any incorrect and/or missing calculation or e-file data element for any paper or electronic returns submitted to [Jurisdiction and Agency Name]. FORMCHECKBOX I acknowledge users/customers of desktop products who attempt to e-file 10 or more business days after a production release will be required to download and apply the product update. I agree to provide true, accurate, current, and complete information. By signing this agreement, my company agrees to all of the requirements listed in this document. The Ohio Department of Taxation reserves the right to deny, suspend or terminate my company’s ability to submit returns.AUTHORIZED REPRESENTATIVE PRINTED NAME FORMTEXT ?????AUTHORIZED REPRESENTATIVE EMAIL ADDRESS FORMTEXT ?????AUTHORIZED REPRESENTATIVE SIGNATURE FORMTEXT ?????AUTHORIZED REPRESENTATIVE PHONE NUMBER FORMTEXT ?????DATE FORMTEXT ?????Complete this signature line if this is an amended Letter of IntentAUTHORIZED REPRESENTATIVE SIGNATURE FORMTEXT ?????AUTHORIZED REPRESENTATIVE PHONE NUMBER FORMTEXT ?????AMENDED DATE FORMTEXT ????? ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download