Understanding the Voluntary Disclosure Agreement (VDA) and Its Benefits

Definition & Meaning

A voluntary disclosure agreement (VDA) is a formal arrangement that allows companies, or taxpayers, to disclose their past tax liabilities to state tax authorities in exchange for certain benefits. This agreement is designed to encourage compliance with state tax laws. By voluntarily admitting to prior tax obligations, companies can assist states in collecting revenue while also protecting themselves from potential penalties.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A small business discovers it has not filed sales tax returns for the past three years. By entering into a VDA, the business can disclose these liabilities to the state and potentially avoid penalties.

Example 2: A corporation is acquired by new owners who want to ensure they are not liable for the previous owner's unpaid taxes. The new owners can utilize a VDA to disclose any outstanding liabilities and protect themselves from future claims. (hypothetical example)

State-by-state differences

State VDA Benefits Additional Notes
California Penalty abatement available for certain taxes. Requires full disclosure of liabilities.
New York Potential for reduced interest rates. Must file within a specified time frame.
Texas Waiver of penalties for voluntary disclosures. Eligibility criteria may vary.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

What to do if this term applies to you

If you believe a VDA may apply to your situation, consider the following steps:

  • Review your past tax filings to identify any liabilities.
  • Consult with a tax professional to understand the implications of entering a VDA.
  • Explore US Legal Forms for templates that can help you draft a VDA.
  • If your situation is complex, seek advice from a qualified attorney to ensure compliance with all legal requirements.

Quick facts

  • Typical fees: Varies by state and complexity.
  • Jurisdiction: State tax authorities.
  • Possible penalties: Waived for disclosed liabilities under VDA.

Key takeaways