Get Cert-122 Refund Of Tax Paid On Purchases Of Meals Or Lodging By ...

The CERT-122 is an essential form for exempt entities seeking to claim a refund on taxes paid for meals or lodging. This guide will provide clear and concise instructions to help users navigate the online completion of this form efficiently.

Follow the steps to successfully fill out your CERT-122 form.

1. Click the ‘Get Form’ button to access the CERT-122 form and open it in your editor.
2. Begin by filling in the name of the exempt entity. Ensure that all details match the legal name registered with the state.
3. Enter the Federal Employer Identification Number. This should be the number assigned by the IRS to the exempt organization.
4. Provide the address of the exempt entity, ensuring accuracy in the street address, city, state, and zip code.
5. If applicable, enter the Connecticut Exemption Permit Number. If the entity does not have this, attach the required I.R.C. determination letter.
6. Fill in the name and address of the retailer from whom meals or lodging were purchased.
7. Indicate the date(s) of the event for which the meals or lodging were purchased.
8. Specify whether the submission is for meals, lodging, or both by checking the appropriate boxes.
9. In the 'Describe Purpose or Reason for Event' section, provide a clear and specific description of the event.
10. Complete the portion detailing the purchases of meals or lodging, populating the necessary columns for the total numbers and costs while ensuring that the sum of Column B and Column C aligns with Column A.
11. Read and complete the declaration section to confirm compliance with the requirements, including signature, printed name, title, date, and telephone number.
12. Finally, keep a copy of the completed CERT-122 and any accompanying documents for at least six years from the issuance date. Users can then save, download, print, or share the form.

Complete your CERT-122 form online today to ensure your tax refund process is smooth and efficient.