Get Boe-101, Claim For Refund Or Credit - Board Of Equalization - State ... - Boe Ca

This guide provides a comprehensive overview of how to complete the BOE-101 form, which is utilized for claiming a refund or credit from the Board of Equalization in California. Follow these steps to ensure your form is filled out correctly and submitted effectively.

Follow the steps to successfully complete your BOE-101 form.

1. Click ‘Get Form’ button to access the form and open it in your preferred digital editing tool.
2. Enter the name of the taxpayer or feepayer in the designated field. This should match the name registered with the Board of Equalization.
3. Input the taxpayer’s or feepayer’s account number correctly to ensure proper identification.
4. If applicable, provide the name of the general partner.
5. Fill in the taxpayer’s or feepayer’s social security number(s) or federal employer identification number. This information is mandatory even if not registered with BOE.
6. Specify the applicable tax law or fee program that relates to your claim, selecting from the provided options.
7. Indicate the claimed amount of overpayment including any interest or penalties in the designated area.
8. Provide the filing period for the returns related to this refund claim using the specific dating fields.
9. Describe the reason for the overpayment thoroughly to justify your claim.
10. Attach necessary supporting documentation to substantiate your claim. If extensive, ensure it is available upon request.
11. Sign the form in the signature area and add the date of signing.
12. If the signatory is different from the contact person, provide the contact details, including name and telephone number.
13. Once completed, save your changes, and choose to download, print, or share the form as necessary.

Complete your BOE-101 form online today for a smooth refund process.