Get Claim For Distilled Spirits Excise Tax Exemption On Sale Or Delivery ... - Boe Ca

Filing the Claim for Distilled Spirits Excise Tax Exemption is an important process for ensuring compliance with California tax regulations. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to complete your claim form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your entire account number at the top of the form.
3. Fill in the reporting month and year.
4. Indicate the page number along with the total number of pages you are submitting.
5. Enter the name of the owner or the company submitting the claim.
6. Provide the complete business address, ensuring to include the zip code.
7. In Column A, enter the name of the California purchaser of the distilled spirits.
8. In Column B, document the name of the California city where the delivery occurred.
9. Column C is reserved for official use; do not fill in this column.
10. In Column D, indicate the date the distilled spirits were shipped.
11. Enter the purchase order number, release number, or other reference number in Column E.
12. Record the invoice date that corresponds with the shipment in Column F.
13. List the invoice number relevant to the shipment in Column G.
14. Provide the total dollar amount of the invoice in Column H.
15. Enter the total gallons of distilled spirits sold that are 100 proof or under in Column I.
16. Record the total gallons of distilled spirits sold that are over 100 proof in Column J.
17. Total all entries from Columns I and J and enter the sum in the respective boxes at the bottom of the report.
18. Review all entries for accuracy and completeness before proceeding.
19. Once completed, save any changes made to the form.
20. Finally, download, print, or share the form as necessary to submit to the State Board of Equalization.

Start completing your claim form online today to ensure compliance with California tax regulations.