DOR asks tax professionals to check client Revenue Online accounts before appealing payment adjustments

The Oregon Department of Revenue has discovered that a small number of taxpayers who made extension payments on the due date of April 15, 2024 and claimed them on the estimated payment line as instructed may have a received a letter indicating that the payments were not made.

The letters were sent in error.

The letters say the department will adjust returns because payments weren’t received. The payments, however, should appear in Revenue Online. The error has been corrected.

DOR asks tax professionals whose clients receive a letter about tax returns being adjusted to check accounts in Revenue Online, the department’s online portal for tax services. The impacted payments are listed on line 34 of Form OR-40, line 59 of Form OR-40-N, or line 58 of Form OR-40-P.

Only payments made on April 15 were affected. Payments made prior to that date were not impacted.

If a taxpayer received a letter about an adjustment, they or their authorized tax professional can access the Revenue Online account and verify the payment was made on time. If a payment was received, no action is needed. Do not appeal the adjustment. The payment was applied to the tax period.

If a payment is not showing in the payment or estimated section in Revenue Online, and has cleared the bank, please send in a copy of the cancelled check or other proof of payment, for account review.

Tax practitioners with other tax or customer account questions are encouraged to contact a dedicated practitioner specialist by email at [email protected], or by phone at 503-947-3541.