| name | tax-clearance-request |
| title | Request for Tax Clearance Certificate |
| description | Drafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate entities. Triggers on tax clearance requests, pre-dissolution tax letters, business sale tax certification, merger tax compliance, asset transfer clearance, or license renewal tax documentation. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/tax-clearance-request |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | tax |
| language | en |
| tags | ["corporate","drafting","letter","regulatory"] |
Request for Tax Clearance Certificate
Draft a submission-ready letter requesting a Tax Clearance Certificate from the appropriate state tax authority, confirming all corporate tax obligations are satisfied.
Required Inputs
- Formation documents — Articles/Certificate with exact legal name as registered with SOS
- Tax IDs — FEIN and all state tax account numbers (income, sales/use, withholding, unemployment)
- Filed returns — all periods within clearance scope, with filing confirmations
- Payment records — EFT confirmations, cancelled checks, or bank statements for all remittances
- Transaction documents — purchase agreement, merger docs, dissolution resolution, or license renewal notice (establishes purpose and deadline)
- Prior correspondence — existing clearances, audits, assessments, payment plans
Workflow
- Collect and verify — Gather all inputs above; flag any gaps to the user before drafting
- Confirm jurisdiction requirements — Some states mandate official forms (not letters), notarization, or corporate seal; verify before proceeding
- Identify clearance type — Tax clearance certificate vs. certificate of good standing are distinct; confirm which is needed
- Draft letter — Follow the output structure and template below
- Cross-reference — Validate legal name against SOS records; verify all tax IDs against source documents
- Proactive disclosures — Surface pending audits, disputed assessments, payment plans, or recent large payments (within 30 days) with confirmation numbers
Output Structure
Formal business letter on corporate letterhead. 1–2 pages. Single-spaced, double between paragraphs.
Required Sections
| Section | Content |
|---|
| Header | Letterhead (legal name, address, phone, email), date, recipient agency clearance division |
| Subject Line | "Request for Tax Clearance Certificate — [Entity Legal Name] — [Primary Tax ID]" |
| Purpose Statement | What is requested, by whom, why (transaction type + closing date or statutory basis) |
| Entity Identification |
