Form CS-001, Request for Certified Copy of Individual or Business Tax Return, is the request form of the District of Columbia Office of Tax and Revenue (OTR), part of the Office of the Chief Financial Officer. It covers individual income tax returns and business tax returns, and it is a tax-records request, not a DC business license application. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the agency publishes the original PDF at otr.cfo.dc.gov.
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What is CS-001?
Form CS-001 is the request form the District of Columbia Office of Tax and Revenue (OTR) uses for certified copies of tax returns you filed, whether an individual income tax return or a business tax return.
The form is issued by the Government of the District of Columbia, Office of the Chief Financial Officer, Office of Tax and Revenue. Its printed title is "Request for Certified Copy"; the OTR publication page calls it "Request for Certified Copy of a Return". Completing it produces a written request that tells OTR which return you want, for which tax period, and whether the copy is to be mailed or picked up at the Customer Service Center.
The form has two sections. The individual section asks for the tax periods, the names as shown on the returns, Social Security numbers, your current address and the approximate date the return was filed. The business section lets you choose the type of return: franchise tax (D20 or D30), sales tax (monthly or annual), withholding tax (monthly, annual or Reconciliation), personal property, or another return you specify. It then asks for the tax periods, the name of the business, the D.C. Business Tax Number (EIN/SSN) and the approximate date filed.
The form carries a limit: tax returns for 2000 and prior years are no longer available. If a return was filed for those years, you receive a letter of acknowledgment instead.
CS-001 only requests copies of filed returns. It does not register a business, and it is not a DC business license application.
Who needs to file CS-001?
Anyone who filed a District of Columbia individual income tax return or business tax return and needs a certified copy of it uses Form CS-001.
- Individual income tax returns: the form has two name lines, (1) and (2), each with its own Social Security number, so a return filed under two names can be requested on one form. You list the tax periods you want and sign.
- Business tax returns: a business requests a franchise tax return (D20 or D30), a sales tax return (monthly or annual), a withholding tax return (monthly, annual or Reconciliation), a personal property return, or another return it describes on the OTHER, Please specify line. The person signing gives a title next to the signature.
Only the section that matches your return needs to be completed.
Returns for 2000 and prior years are no longer available, so the form cannot produce a copy for those years; if a return was filed, OTR sends a letter of acknowledgment. The form does not describe who may sign for someone else, and it does not deal with business licensing of any kind.
When to file CS-001
Submit Form CS-001 whenever you need a certified copy of a return you already filed with OTR. The form prints no deadline and no filing window; the only time limit it states is that returns for 2000 and prior years are no longer available, and for those years a filed return produces only a letter of acknowledgment.
The form asks for the approximate date the return was filed and for the tax period or periods, so have both ready before you start. Choose on the form whether the copy is to be mailed or held for pick-up at the Customer Service Center.
How to fill out CS-001
Enter the date and delivery choice
Write today's date on the Date line. Check To Be Mailed or For Pick-Up at Customer Service Center.
Choose the section for your return
Complete the individual income tax section for an individual return, or the business tax section for a business return. Use the section that matches the return you want.
List individual tax periods and names
Under Individual Income Tax Returns, enter the tax period(s). Enter the name(s) as shown on the return(s) as Last, First, Middle on lines (1) and (2).
Add Social Security numbers and address
Enter the Social Security Number for each name, (1) and (2), and your current address. Add the approximate date the return was filed.
Sign and add a phone number
Sign on the Signature line and enter a daytime phone number with area code.
Mark the business return type
Under Business Tax, check the return: Franchise (D20 or D30), Sales (monthly or annual), Withholding (monthly, annual or Reconciliation), Personal Property, or Other with a description.
Enter business period and identifiers
Enter the tax period(s), the name of the business and the D.C. Business Tax Number (EIN/SSN). Add the approximate date filed.
Sign with your title
On the Signature/Title line, sign and give your title, then enter a daytime phone number. The type of I.D. and Verified By lines at the bottom are printed apart from these sections; ask OTR if you are unsure about them.
Review and download the completed PDF
Check the tax periods, names and numbers against your return. Download or print the completed PDF from FillingPDF and mail it as described under How to submit.
How to submit CS-001
The form prints one submission channel, mail, and two delivery choices for the copy you receive.
- By mail: send the signed form to Office of Tax and Revenue, Customer Service Administration, 1101 4th Street, SW, Washington, DC 20024.
- Delivery of the copy: check To Be Mailed or For Pick-Up at Customer Service Center near the top of the form.
The form names no fee, online portal or appointment rule, so contact OTR through its publication page at https://otr.cfo.dc.gov/publication/request-certified-copy-return if you need other details. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Leaving the signature blank: the individual section and the business section each have their own signature line.
- Signing a business request without a title; the business line reads Signature/Title.
- Skipping the choice between To Be Mailed and For Pick-Up at Customer Service Center.
- Requesting a return for 2000 or an earlier year and expecting a copy; the form says such returns are no longer available and only a letter of acknowledgment is sent.
- Entering names that differ from those shown on the return; the form asks for the name(s) as shown on the return.
- Checking Sales Tax Return or Withholding Tax Return without marking monthly, annual or, for withholding, Reconciliation.
- Leaving the tax period or the approximate date filed blank, which are the details that identify the return.
- Mailing the form somewhere other than Office of Tax and Revenue, Customer Service Administration, 1101 4th Street, SW, Washington, DC 20024.
Frequently asked questions
What is Form CS-001?
Form CS-001 is the DC Office of Tax and Revenue (OTR) request for a certified copy of a tax return. It covers individual income tax returns and business returns such as franchise, sales, withholding and personal property returns.
Is Form CS-001 a DC business license application?
No. It requests a certified copy of a tax return you already filed. The form asks for tax periods, names and a D.C. Business Tax Number (EIN/SSN), and it does not register a business or issue a DC business license.
Can I get a certified copy of a 2000 or earlier return?
No. The form states that tax returns for 2000 and prior years are no longer available. If a return was filed for those years, you receive a letter of acknowledgment instead of a copy.
Where do I mail Form CS-001?
Mail it to Office of Tax and Revenue, Customer Service Administration, 1101 4th Street, SW, Washington, DC 20024. The form prints this as its only mailing address and names no other submission channel.
Can I pick up the certified copy instead of having it mailed?
Yes. Near the top of the form, check For Pick-Up at Customer Service Center instead of To Be Mailed. The form does not print a separate address for pick-up, so contact OTR for office details.
What information do I need to request a business return?
Check the return type (franchise D20 or D30, sales, withholding, personal property or other), the tax period(s), the business name, the D.C. Business Tax Number (EIN/SSN) and the approximate date filed. Sign with your title.
Can I fill out Form CS-001 online on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not send the request to OTR; you mail it using the address on the form.
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