If you need a copy of your 2017 Form IT-QEE-SSO1 (tax receipt) and/or your DOR certificate number, please contact Allison Saxby at firstname.lastname@example.org.
Please note, the DOR is now requiring electronically filed returns in order to claim many Georgia income tax credits, including the Qualified Education Expense credit.
When you are approved by the Georgia Department of Revenue (DOR) for a tax credit, and contribute the approved amount to GOAL, you may claim a state income tax credit when you file your Georgia tax return for the year in which you contributed.
Helpful Documents & Information:
- 2017 Tips for Claiming the QEE Credit using Turbo Tax (GOAL has received more positive feedback from contributors regarding the Turbo Tax e-filing software than other software packages.)
- DOR sets expectations related to timing of refunds
- The Georgia Department of Revenue states, "Please allow 90 business days to receive refunds. The Department is taking additional fraud prevention measures to ensure tax refunds are issued to the correct individuals."
- Form IT-QEE-SSO1 (your tax receipt from GOAL) GOAL previously sent to you Form IT-QEE-SSO1 to acknowledge your contribution. You do not have to submit a copy of Form IT-QEE-SSO1 to the state, but you must keep a copy with your tax records.
- Form IT-QEE-TP2 (DOR generic form to ensure you complied with the law) The form needs to be completed by you and transmitted with an electronically filed return.
Please note the following from the Electronic Filing contact at Georgia DOR:
- "What the electronic filing software supports or does not support is up to the vendor, and the Department of Revenue keeps a record of this information."
- CCH Prosystem
- E File Tax – MAXBACK
- H&R Block – Premium
- H&R Block – Small Business
- H&R Block – TaxCut
- Jeevan Tech – TaxGarden
- One Price
- Thomson Reuters – Gosystem/Onesource