Details Emerge About Operation of New OTA

This Week's News 
January 26, 2018

On January 1 the newly formed Office of Tax Appeals started hearing appeals and released information about how it will conduct business moving forward. Primarily, on January 22 and 23 the department heard its first cases, the agendas of which can be found here.

In addition, on January 11 the OTA released the following notice which stated: “The Taxpayer Transparency and Fairness Act of 2017 (Act) requires the Office of Tax Appeals (OTA) to have regulations in place that govern its appeals processes and procedures. To that end, the OTA has promulgated emergency regulations that are currently effective. The regulations can be found here.”

This document was constructed over several stakeholder meetings and will be your best resource for understanding filing requirements and procedures (page 3). Finally, the OTA has said, unlike their other state agency counterparts, that they will now be accepting appeals and other correspondence by fax at 916-492-2089.

 If you or any of your clients have interacted with the new OTA or have taken up the appeals process, please share those experiences with CSEA so that we can pass them along to our membership. You can contact CSEA Advocacy & Governance Coordinator Brian Pedersen at bpedersen@csea.org.