Locality

Please see the attached instructions for completing and submitting the Locality Transfer Request Form.

Complete the applicable fields on the letter. Make a copy of the letter for your records. Send the letter and the check to the customer.

Complete the applicable fields in the letter and send the letter to the customer. Upon receipt of the FEIN from the customer, adjust the local records and needed, and notify TAX by contacting Customer Services so that TAX records may be adjusted.

For additional instructions on how to use the template, see the Job Aid titled, Create and Upload an Estimated Income Tax File.

Two versions of the Late Card are provided. Both versions are fillable; use whichever you prefer.

Complete the three fields on the Late Card as follows:
Postmark Date (mm-dd-yy). Use received date if the remittance is hand delivered.
Taxpayer Name - First, Middle initial, Last
SSN/FEIN/Account Number - use the number where the payment should be posted.

Print the voucher to your local printer. Cut the completed Late Card from the printed page and place it behind the late voucher or tax return for submission to the Remittance Processing Unit.

The instructions for completing the SA-IRMS-E are included in the form.

Collect estimated payment vouchers and remittances. Deposit the remittances and complete the Deposit Certificate for a group of 760ES vouchers. Prepare the vouchers for transmission to TAX in accordance with procedures and complete the Form 559-S. Mail the Forms 760ES, the Form 559-S, and the Deposit Certificate to the designated address for the Channel, Local Estimated Team.