Sample Expedite Refund ReportLetter begins with letterhead on the top of the page. Below the letterhead is the addressee information, such as the name, title and address. On the right side of the page is a continuation of the addressee information, such as the office symbols, examination area, name of JC specialist, phone number, fax number, related cases and date.Start of Letter - SalutationDear Mr. Chairman:First paragraph of templateIn accordance with the provisions of Section 6405 of the Internal Revenue Code, there are reported the following refunds or credits of income tax in favor of Taxpayer Inc. and Subsidiaries, (EIN: XXXXXXXXX), City, State:Second paragraph of template - Summary table of Refunds or CreditsSummary table includes columns for the Year and Proposed Refunds Section 6405(b) for years 201412 through 201612.Third paragraph of templateThe refunds resulted primarily from claims for adjustments to various income and expenses.Fourth paragraph of templateThe taxable income and tax liability reported on the returns and as finally determined are shown on the enclosed spreadsheets.Sixth paragraph of template - Taxpayer HistoryThe taxpayer, a holding company, was incorporated in the State of California on January 1, 2010. The headquarters are located in Anytown, California. The taxpayer operates branches throughout the Anytown, CA metro area. The company offers full-service banking services designed to meet the needs of retail and commercial customers in the markets in which it operates with a significant focus on the resolution of assets acquired from the FDIC. The bank is subject to the regulations of certain federal and state agencies and is periodically examined by those regulatory agencies.Sixth paragraph of template - Continuation of Taxpayer HistoryThe company is privately held with the majority of the company owned by private equity companies. The ABC, LP holds the largest share of ownership at 45%.Seventh paragraph of template - Continuation of Taxpayer HistoryThere were no acquisitions or dispositions of subsidiaries and no SRLY or CERT issues.Eight paragraph of template - Continuation of Taxpayer HistoryThe primary reason for the refunds is the overstatement of income and the omission of deductions from the return as originally filed.