Follow the steps to complete your refund application accurately.

1. Click ‘Get Form’ button to access the application and open it for completion.
2. Fill in your sales or use tax vendor’s license or account number in the designated field. Ensure this is accurate to avoid processing delays.
3. Enter the time period covered by your refund request, specifying the start and end dates clearly.
4. Provide the name of the applicant, using the exact name as registered with the Internal Revenue Service.
5. Input the mailing address, including street, city, state, and ZIP code, ensuring all information is complete and accurate.
6. If applicable, enter your federal employer identification number and/or social security number in the provided fields.
7. For line 6, indicate only one erroneous payment amount, selecting from options a) through d). Make sure to provide supporting documentation where necessary.
8. Provide the basis for claiming the refund in the appropriate section, detailing why the payment of tax was considered illegal or erroneous.
9. If filing as a vendor, indicate if you wish to apply the approved refund amount as a credit to a future period, and include the dates required.
10. Review all information provided for accuracy. Ensure that all required signatures and dates are completed before submitting.
11. Attach any necessary supporting documents such as invoices, proof of payment, and corresponding spreadsheets as specified in the guidelines.
12. Once all fields are completed and documents are attached, you can save changes, download the completed application, print it, or share it as needed.

Begin your refund application online to ensure a timely response and processing.