Get 51a209 5 07

The 51a209 5 07 form is the sales and use tax refund application used in Kentucky. This guide provides a detailed, step-by-step approach to assist you in filling out the form online, ensuring that you complete it accurately and efficiently.

Follow the steps to successfully complete your sales and use tax refund application.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online document editing tool.
2. Begin by entering the exact name of your business as it appears on your permit. Make sure to print or type this information clearly.
3. Input the location of your business, including the street address, city or town, county, state, and ZIP code.
4. Provide your mailing address if it differs from the business location, including P.O. Box number or street address, city or town, county, state, and ZIP code.
5. Enter your sales and use tax account number, which is the number under which you remitted the tax to the Kentucky State Treasurer.
6. Indicate the period or periods for which the tax was reported and paid. If multiple periods are involved, attach a detailed schedule.
7. Specify the amount of tax refund you are requesting on the form.
8. Answer whether compensation was claimed when the tax was remitted to the state by selecting 'Yes' or 'No.'
9. Indicate if sales or use tax was added to the sales price and collected from purchasers by selecting 'Yes' or 'No.' If 'Yes,' state if the tax will be refunded to purchasers.
10. Provide a detailed explanation of the reasons for your refund request. Attach any necessary schedules and copies of pertinent invoices, resale certificates, and/or exemption certificates.
11. If requesting an electronic fund transfer, fill in your banking information, including the name of the bank, depositor account number, routing transit number, and account type (checking, savings, or other).
12. Review the application to ensure all information is complete and accurate. Confirm that you are authorized to submit this application and understand the conditions related to your refund request.
13. Sign and date the application as required before submission.
14. Upon completing the form, save your changes, download a copy for your records, and print the application prior to mailing.
15. Mail the completed application to the Department of Revenue, Division of Sales and Use Tax, at P.O. Box 181, Frankfort, Kentucky 40602-0181.

Start filling out your 51a209 5 07 form online today to expedite your tax refund process.