]Document Information Statutory Reasons Withheld Name Redacted Basis 1-28-2016 There are a total of six D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling pages and page four 534(a)(2),(6).; D.C. specific information such as the taxpayer’s name, address, on Sales and Use was released in full. Code §§ 47-4406; telephone number, and business name. The Conclusion, Facts, Tax 47-2018; 47- and Analysis sections were redacted in part because they Pages 1–3 and 5–6 1805.04 include factual descriptions of the taxpayer’s business services were redacted in part. that were received from the taxpayer or prepared by Office of Tax Revenue (OTR), to determine the existence of potential tax liability and includes OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 2-3-2016 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages, which 534(a)(2),(6).; specific information such as the taxpayer’s name, address, and on Sales and Use Tax were redacted in part. D.C. Code §§ 47- product name. The Issue, Conclusion, Facts, and Analysis 4406; 47-2018; 47- sections were redacted in part because they include factual 1805.04 descriptions of the taxpayer business product that was supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and include OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax information. Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 2-11-2016 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter four pages which 534(a)(2), (6).; D.C. specific information such as the taxpayer’s name and address. Ruling on QHTC were redacted in part. Code §§47-4406; The Issue, Facts, Law & Analysis, and Conclusion sections Tax 47-2018; 47- were redacted in part because they include factual descriptions 1805.04 of the taxpayer business and its services that were supplied to OTR by the taxpayer, or prepared by OTR to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 2-19-2016 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter three pages which 534(a)(2),(6).; D.C. specific information such as the taxpayer’s name and address. Ruling on were redacted in part. Code §§ 47-4406; The Issue, Facts, Law & Analysis sections were redacted in Franchise Tax 47-2018; 47- part because they include factual descriptions of the taxpayer 1805.04 business and its services, a table that summarizes the specific tax rate and benefits claimed by the taxpayer, and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 2 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 2-25-2016 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains tax-payer- Private Letter Ruling five pages which 534(a)(1), (2),(6). specific information such as the taxpayer’s name and address. on Sales and Use Tax were redacted in part. D.C. Code §§ 47- The Facts, Ruling Requested, Law & Analysis, and Conclusion 4406; 47-2018; 47- sections were redacted in part because they include factual 1805.04 descriptions of the taxpayer’s business and services, a request for taxpayer specific documents to assist OTR in its legal analysis, and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 11-3-2016 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling six pages which were 534(a)(2),(6).; D.C. specific information such as the taxpayer’s name and address. on Franchise Tax redacted in part. Code §§ 47-4406; The Issue, Conclusion, Facts, Law, and Analysis sections were 47-2018; 47- redacted partly because they include factual descriptions of the 1805.04 taxpayer’s business and services that were supplied to OTR, or prepared by OTR to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 3 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 1-26-2017 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling five pages. Page three 534(a)(2),(6).; D.C. specific information such as the taxpayer’s name and address. on Sales Tax was released in full. Code §§ 47-4406; The Issues, Taxpayer Business Activities, and Legal Analysis 47-2018; 47- sections were redacted partly because they include factual Pages 1–2 and 4–5 1805.04 descriptions of the taxpayer’s business and services that were were redacted in part. supplied to OTR, or prepared by OTR to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D D.C. Code §§ 47-4406, 47-2018, and 47- 1805.04 protecting the confidentiality of tax and return information. 2-23-2017 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages, and page 534(a)(2),(6).;D.C. specific information such as the taxpayer’s name and address. on Sales and Use Tax two was released in Code §§ 47-4406; The Issue, Facts, Law & Analysis, and Conclusion sections full. 47-2018; 47- were redacted in part because they include factual descriptions 1805.04 of the taxpayer business and its services that were supplied to Pages one and three OTR, or prepared by OTR to determine the existence of were redacted in part. potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 4 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 5-9-2017 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains tax-payer- Private Letter Ruling three pages which 534(a)(2),(6).; D.C. specific information such as the taxpayer’s name and address. on Sales and Use Tax were redacted in part. Code §§ 47-4406; The Issue, Facts, Law & Analysis, and Conclusion sections 47-2018; 47- were redacted in part because they include factual descriptions 1805.04 of the taxpayer business and a chart of the taxpayer’s products that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 7-5-2017 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains tax-payer- Private Letter Ruling seven pages and page 534(a)(2), (6).; D.C. specific information such as the taxpayer's name and address. on QHTC Tax four was released in Code §§ 47-4406; The Issue, Facts, Law, Analysis, and Conclusion sections were full. Page two was 47-2018; 47- redacted in part because they included factual descriptions of redacted fully. 1805.04 the taxpayer business services that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax Pages 1, 3 and 5–7 liability and OTR’s taxpayer specific legal analysis. were redacted in part. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 5 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 7-7-2017 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages which 534(a)(2),(6).; D.C. specific information such as the taxpayer's name and address. on Sales and Use Tax were redacted in part. Code §§ 47-4406; The Issue, Facts, and Law & Analysis, sections were redacted 47-2018; 47- in part because they included factual descriptions of the 1805.04 taxpayer business services that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 9-1-2017 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages which 534(a)(2),(6).; D.C. specific information such as the taxpayer’s name and address. on Sales and Use Tax were redacted in part. Code §§ 47-4406; The Issue, Facts, Law & Argument, and Conclusion sections 47-2018; 47- were redacted in part because they included factual 1805.04 descriptions of the taxpayer business and services that were supplied to OTR to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 6 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 3-20-2018 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling four pages which are 534(a)(2),(6).; D.C. specific information such as the taxpayer's personally on Sales and Use Tax redacted in part. Code §§ 47-4406; identifiable information. The Issue, Facts, and Law & Analysis 47-2018; 47- sections were redacted in part because they included factual 1805.04 descriptions of the taxpayer services that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 5-10-2018 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages which are 534(a)(2), (6).; D.C. specific information such as the taxpayer's personally on Sales and Use Tax redacted in part. Code §§ 47-4406; identifiable information. The Issue, Facts, and Conclusion 47-1805.04 sections were redacted in part because they included factual descriptions of the taxpayer’s services that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 7 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 6-28-2018 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling six pages, and page 534(a)(2), (6).; D.C. specific information such as the taxpayer's name and address. on QHTC Tax three was released in Code §§ 47-4406; The Issue, Facts, Law, Analysis, and Conclusion sections were full. 47-2018; 47- redacted in part because they included factual descriptions of 1805.04. the taxpayer business that were supplied to OTR, or prepared Pages 1–2 and 4–6 by OTR, to determine the existence of potential tax liability were redacted in part. and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 8-2-2018 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages which 534(a)(2), (6).; D.C. specific information such as the taxpayer's name and address. on Sales and Use Tax were partially Code §§ 47-4406; The Issue, Facts, Law & Argument, and Conclusion sections redacted. 47-2018; 47- were redacted in part because they included factual 1805.04. descriptions of the taxpayer business and services that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 8 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 10-12-2018 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages which 534(a)(2), (6).; D.C. specific information such as the taxpayer's name, address, and on Individual Income were partially Code §§ 47-4406; personally identifiable information. The Issue, Facts, Law & Tax redacted. 47-2018; 47- Analysis, and Conclusion sections were redacted in part 1805.04. because they included factual descriptions of the taxpayer that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer-specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 12-7-2018 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages which 534(a)(2), (6).; D.C. specific information such as the taxpayer's name and address. on Estate Tax were partially Code §§ 47-4406; The Issue, Facts, Law & Analysis, and Conclusion sections redacted. 47-2018; 47- were redacted in part because they included factual 1805.04. descriptions of the taxpayer that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 9 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 2-14-2019 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling three pages which are 534(a)(2), (6).; D.C. specific information such as the taxpayer's name and address. on QHTC Tax redacted in part. Code §§ 47-4406; The Issue, Facts, Law & Analysis, and Conclusion sections 47-2018; 47- were redacted in part because they included factual 1805.04. descriptions of the taxpayer that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 2-21-2019 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling seven pages. Pages 534(a)(2), (6).; D.C. specific information such as the taxpayer’s name and address. on Sales and Use Tax 2–4 were redacted in Code §§ 47-4406; The Issue, Facts, Law & Analysis, and Conclusion sections whole. The remaining 47-2018; 47- were redacted in part because they included factual pages were redacted 1805.04 descriptions of the taxpayer that were supplied to OTR, or in part. prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 10 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 2-28-2019 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling two pages which 534(a)(2), (6).; D.C. specific information such as the taxpayer’s name and address. on Franchise Tax were partially Code §§ 47-4406; The Issue, Facts, Law & Argument, and Conclusion sections redacted. 47-2018; 47- were redacted in part because they included factual 1805.04 descriptions of the taxpayer business that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 4-12-2019 There are a total of 12 D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling pages and pages ten 534(a)(2), (6).; D.C. specific information such as the taxpayer’s name and address. on Sales and Use Tax and 11 were redacted Code §§ 47-4406; The Issue, Facts, Analysis, and Conclusion sections were entirely. The 47-2018; 47- redacted in part because they included factual descriptions of remaining pages were 1805.04 the taxpayer’s business and services that were supplied to OTR redacted in part. to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 11 Tax Analysts, et al., v. District of Columbia, et al., 2020 CA 001999 B Exhibit A- Amended Vaughn Index 7-11-2019 There are a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling four pages which 534(a)(2), (6).; D.C. specific information such as the taxpayer’s name and address. on Sales Tax were redacted in part. Code §§ 47-4406; The Issue, Facts, Analysis, and Conclusion sections were 47-2018; 47- redacted in part because they included factual descriptions of 1805.04 the taxpayer business and its contractual services that were supplied to OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 7-15-2019 There were a total of D.C. Code §§ 2- Content of Withholding: The record contains taxpayer Private Letter Ruling five pages and page 534(a)(2),(6).; D.C. specific information such as the taxpayer's name and address. on Sales Tax two was redacted in Code §§ 47-4406; The Issue, Facts, Analysis, and Conclusion sections were its entirety. The 47-2018;47-1805.04 redacted in part because they included factual descriptions of remaining pages were the taxpayer business and its services that were supplied to redacted in part. OTR, or prepared by OTR, to determine the existence of potential tax liability and OTR’s taxpayer specific legal analysis. Reason for Withholding: Disclosing personal information in this record would be a clearly unwarranted invasion of personal privacy and disclosure of this record is specifically prohibited by D.C. Code §§ 47-4406, 47-2018, and 47-1805.04 protecting the confidentiality of tax and return information. 12