Appeal of Tax Assessments

Appealing a tax assessment act is a multi-stage process that requires strict compliance with deadlines and strategic planning. The mandatory administrative appeal, judicial review, and suspension of enforcement are the key elements of an effective defence.

Phase 1: Administrative Appeal

The administrative appeal before the Directorate for Appeal and Tax-Insurance Practice (DATIP) is a mandatory prerequisite for access to judicial review (Art. 156(2) TSIPC). Without exhausting the administrative remedies, an appeal before the administrative court is inadmissible and will be left without consideration.

Competent Authority

The appeal is filed through the authority that issued the tax assessment act, addressed to the Director of DATIP at the NRA Central Office. There are 5 DATIP directorates in Bulgaria — Sofia, Plovdiv, Varna, Burgas and Veliko Tarnovo, with jurisdiction based on the location of the territorial directorate that issued the act.

Time Limit for Appeal

The time limit for filing an appeal is 14 days from service of the tax assessment act (Art. 152(1) TSIPC). These are calendar days, not business days. Missing this deadline is fatal — the act enters into force and becomes non-appealable. In the event of insurmountable and unforeseeable obstacles, reinstatement of the time limit may be sought under Art. 26 TSIPC, but the practice is extremely restrictive.

Irregular Appeals

Where an appeal is filed with irregularities (incomplete content, missing signature, failure to attach evidence), the reviewing authority grants a 7-day period for their rectification (Art. 151(3) TSIPC). If the irregularities are not rectified within the prescribed period, the appeal is left without consideration.

Agreement on Evidence

During the administrative appeal proceedings, an agreement on evidence may be concluded within 60 days of filing the appeal (Art. 154 TSIPC). This is an important tool that allows the parties to reach consensus on the facts without the need for full proof before the court.

Powers of the Reviewing Authority

The DATIP Director has broad powers when reviewing the appeal:

  • Upholds the tax assessment act in full
  • Amends the act — may reduce or increase the liabilities
  • Annuls the act in full and terminates the proceedings
  • Annuls the act and remands for a new audit in the event of procedural violations

Critically important: the reviewing authority is not bound by the reasoning in the tax assessment act and may adopt different factual and legal grounds. The only limitation is that the authority CANNOT worsen the position of the appellant (reformatio in peius) — Art. 155(8) TSIPC.

Time Limit for Decision

The decision on the appeal is issued within a 60-day period from receipt of the appeal, or from rectification of the irregularities, or from expiry of the 60-day period for the evidence agreement (Art. 155(1) TSIPC).

Tacit Confirmation

If the DATIP Director fails to issue a decision within the 60-day period, the appeal is deemed rejected — the so-called tacit confirmation (Art. 156(4) TSIPC). This is an extremely dangerous scenario, as many taxpayers do not actively monitor the proceedings and miss the deadline for judicial appeal. In the case of tacit confirmation, the time limit for appeal before the court is 30 days from the expiry of the period for issuing a decision.

Costs

Where the tax assessment act is annulled in the administrative phase, the issue of costs (legal fees, expert reports) is resolved under the State and Municipalities Liability for Damages Act through a separate claim against the NRA. This is an additional proceeding that increases the procedural burden on the appellant.

Phase 2: Judicial Appeal — First Instance

After exhausting the administrative remedies, the tax assessment act may be appealed before the administrative court at the location of the NRA territorial directorate that issued the act (Art. 156(1) TSIPC).

Time Limit for Appeal

  • 14 days — from service of the DATIP Director's decision
  • 30 days — from the expiry of the decision period in the case of tacit confirmation

Scope of Judicial Review

The administrative court conducts a full review of the lawfulness of the tax assessment act — both with regard to the correct application of substantive law and compliance with procedural rules. The court is not bound by the reasoning of the DATIP decision and may make an independent assessment of the evidence.

Limitations on Witness Testimony

The TSIPC introduces specific limitations on the use of witness testimony (Art. 164 TSIPC). Witness testimony is inadmissible for establishing:

  • Circumstances for the proof of which the law requires a written document
  • Circumstances contradicting the contents of an official document
  • Contracts with a value exceeding BGN 5,000, unless concluded between relatives

Powers of the Court

  • Annuls the tax assessment act in whole or in part
  • Amends the act — may determine a different amount of liabilities
  • Dismisses the appeal as unfounded

Important: the court CANNOT worsen the position of the appellant. Furthermore, unlike the general administrative process, the court CANNOT remand the case for a new decision — it must rule on the merits.

Costs

If the appeal is upheld, the NRA is liable to pay the costs incurred — court fees, legal fees, and expert witness fees. If the appeal is dismissed, the appellant owes legal counsel fees to the NRA.

Phase 3: Cassation Appeal before the SAC

The judgment of the administrative court is subject to cassation appeal before the Supreme Administrative Court (SAC) within a 14-day period from notification (Art. 210 APC).

Grounds for Cassation Appeal

The cassation appeal is limited to questions of law:

  • Nullity — the judgment was issued by an incompetent court or in the presence of an absolute procedural bar
  • Inadmissibility — the judgment was rendered on an irregular or time-barred appeal
  • Incorrectness — violation of substantive law, material violation of procedural rules, or lack of reasoning

The SAC does not assess evidence and does not establish new facts. The SAC's judgment is final and not subject to further appeal.

Suspension of Enforcement

One of the most critical aspects of the appeal process is the question of suspension of enforcement of the tax assessment act. As a rule, filing an appeal does NOT suspend enforcement (Art. 153(1) TSIPC). This means that even during an appeal, the NRA may proceed with compulsory collection of the established liabilities.

How to Suspend Enforcement

To suspend enforcement, it is necessary to provide security in the amount of the principal and interest as of the date of the request (Art. 153(3) TSIPC).

Types of Security and Their Effect

  • Cash deposit — upon payment, suspension is mandatory for the revenue authority. No discretion is required — the authority is obliged to suspend enforcement.
  • Bank guarantee — unconditional and irrevocable. Suspension is likewise mandatory upon submission of a guarantee covering the full amount of liabilities with interest.
  • Other assets — real estate, motor vehicles, receivables from third parties. With these forms of security, suspension is at the discretion of the reviewing authority. The assets are valued at market value, usually with a 20-30% reduction.

Time Limit for Decision

The decision on the suspension of enforcement is taken within a 7-day period from receipt of the request (Art. 153(5) TSIPC). The suspension of enforcement takes effect from the date the security measures are implemented, not from the date of the decision.

In the case of judicial appeal, the suspension of enforcement is requested from the court under Art. 157(2) TSIPC, subject to the same security requirements.

Frequently asked questions

Can I appeal directly to the court?
No. The administrative appeal before the DATIP Director is an absolute procedural prerequisite for judicial appeal (Art. 156(2) TSIPC). An appeal filed directly before an administrative court without exhausting the administrative remedies is inadmissible and will be left without consideration. The only exception is in the case of tacit confirmation — when the DATIP Director fails to issue a decision within the 60-day period, you may appeal to the court within 30 days from the expiry of the decision period. Our advice is to always strictly follow the administrative procedure — this is not only a procedural requirement but also an additional opportunity to achieve a favourable outcome before the judicial phase.
How can I suspend enforcement of the act?
To suspend enforcement of a tax assessment act, you must provide security in the amount of the principal and interest (Art. 153(3) TSIPC). The quickest and most reliable method is a cash deposit or an unconditional bank guarantee — in these cases, suspension is mandatory and the authority has no discretion. When other assets are offered (real estate, vehicles, receivables), the decision is discretionary and may be refused. The request for suspension may be filed simultaneously with the appeal. A decision must be issued within 7 days. It is important to act quickly, as the NRA may impose interim measures (freezing of bank accounts) immediately after the act enters into force.
What is tacit confirmation?
Tacit confirmation occurs when the DATIP Director fails to issue a decision on the appeal within the statutory 60-day period (Art. 156(4) TSIPC). In this case, the tax assessment act is deemed tacitly confirmed, i.e. the appeal is rejected without reasoning. This is an extremely dangerous situation for two reasons. First, the time limit for judicial appeal is 30 days from the expiry of the 60-day period — if you do not actively monitor the proceedings, you may miss it. Second, the absence of reasoning makes preparation of the court appeal more difficult. Our recommendation is to always mark the final date for the decision in your calendar and to prepare the court appeal preventively if there are indications of delay.

Need to appeal a tax assessment act?

Our tax attorneys have extensive experience in successfully appealing tax assessment acts — before DATIP, the administrative courts, and the Supreme Administrative Court.