Identification
Taxpayer legal name, identification number, business name, registered address and contact details; match official ID and tax registry records to avoid processing delays.
A complete, well-documented Application for Compromise Settlement increases the chance of administrative acceptance, reduces review time, and helps establish a clear record in case of appeals or follow-up inquiries.
Prepare this application when you need an administratively negotiated resolution and can document inability to pay or other mitigating circumstances.
Taxpayer legal name, identification number, business name, registered address and contact details; match official ID and tax registry records to avoid processing delays.
Reference notices or assessment numbers, dates of assessments, tax types and tax periods under compromise, and any enforcement actions already taken.
Present current balance sheet, income statement, cash-flow summary, and bank statements demonstrating inability to fully satisfy the assessed liability.
State the precise monetary offer or payment plan, the rationale for the amount, and how payment will be made if accepted.
Attach creditor statements, proof of expenses, affidavits, notarized declarations, and any third-party verification supporting the financial position.
Provide a signed authorization when an agent or tax representative files on the taxpayer's behalf; include scope, dates, and contact information.
| Document format | Use locked PDF/A to preserve page layout and prevent edits. |
|---|---|
| Field placement | Add required fields for signature, date, and numeric amounts. |
| Conditional attachments | Set document rules to require supporting schedules when certain boxes are checked. |
| Signer authentication | Choose email, SMS, or stronger verification for representative signers. |
| Audit and storage | Enable audit trail and long-term archival with access controls. |
Retain signed copies and the signing audit trail for your records and to respond to any follow-up requests from tax authorities.
Varies widely; weeks to months depending on authority.
You may receive a 15–30 day request for additional documents.
May involve multiple rounds of offers and counteroffers.
Formal acceptance, counteroffer, or denial is issued in writing.
If denied, statutory appeal deadlines and procedures apply.