Get Sales & Use Tax Appeal Schedule (rev-39). Forms/publications

Filling out the Sales & Use Tax Appeal Schedule (REV-39) is an important step in addressing tax disputes related to sales and use tax assessments or refund claims. This guide will walk you through each section of the form to ensure you provide the necessary information accurately.

Follow the steps to complete the appeal schedule effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your name in the 'Petitioner Name' field at the top of the form. This identifies you as the individual or entity filing the appeal.
3. Input the Docket Number in the designated field. This number is assigned to your case and helps track your appeal.
4. Fill in the Vendor and Invoice Number section, providing details that will support your case regarding the contested tax assessment.
5. Enter the Price of the item in the relevant field, ensuring it reflects the amount before tax.
6. In the County Tax and State Tax fields, specify the applicable taxes based on the items listed.
7. Describe the item in detail in the 'Item' section, providing enough context for the Board of Appeals to understand the nature of your appeal.
8. State the specific reason why the item is not taxable in the 'Reason' section. Justify your claim with factual support regarding how the item is utilized.
9. If your appeal involves multiple items, you may need to continue to additional pages. Ensure you number these pages consecutively.
10. Review all information for accuracy before finalizing. Once satisfied, you can save changes, download, print, or share the completed form.

Complete your forms online to ensure your Sales & Use Tax Appeal is submitted efficiently.