ssue involves taxpayer client.

E-filed individual AZ return (Form 140) reporting refund of $64 (Form 140 & Tax Summary report this amount). Sent 10·05·23.

In the e-file status tab it was noted:

Description of Activity

  Filing Accepted - This Arizona Filing was accepted by the agency on October 05, 2023

E-file Returns

AZ Balance Due $662

I am not finding how or where this refund of $64 became $662 debt.  Client received ADOR notice dated 10·21·23 reporting amount due $662 plus interest plus penalties, total $711.20.  Notice did not include explanation page.  I am looking for explanation for this change.  Is my only recourse is to obtain AZ POA from married couple (now officially divorced) and send letter requesting explanation?

I have tried the phone with both ADOR & Lacerte (pack a lunch), you will be officially eligible for Social Security before get assistance on the phone.

Jack M. Bernard, CPA