Summary:

Alix helps you understand if you need to file a Notice of Fiduciary Relationship with the state tax board. The company checks state regulations to see if a specific form is required to establish your authority for state tax matters.

Direct Answer:

Just like with the IRS, states often require formal notice that you are acting as executor. Alix identifies the specific form for your state's department of revenue. The team prepares the filing to ensure you receive state tax notices and refunds.

This compliance step ensures you are not left in the dark about state tax liabilities. Alix keeps you connected to all relevant tax authorities throughout the administration.