Get Form 3862

Filling out Form 3862, the monthly or quarterly sales and use tax worksheet, is essential for users reporting their sales and use tax obligations accurately. This guide provides clear, step-by-step instructions to help users complete the online form efficiently.

Follow the steps to fill out Form 3862 online

1. Click ‘Get Form’ button to obtain the form and open it in your browser.
2. Enter your account number in the designated field to link your submission to your tax records.
3. Indicate the return period by selecting the appropriate dropdown or entering the relevant dates.
4. Complete the section for use tax on sales and rentals by entering the gross sales from all transactions, including those from out-of-state vendors.
5. Record any rentals of tangible property and/or accommodations in the specified lines.
6. Detail the communication services rendered in line three.
7. Sum the values in lines 1, 2, and 3 to find the total sales and use tax prior to deductions.
8. Enter the allowable deductions based on specific categories, ensuring that you list each deduction in the appropriate section.
9. After listing allowable deductions, calculate the total allowable deductions and subtract them from the total sales to find the taxable balance.
10. Apply the appropriate tax rate to the taxable balance to calculate the tax due.
11. If applicable, include any tax collected in excess of your tax obligations calculated in the previous step.
12. Ensure total tax due is calculated correctly by following the summation steps laid out in the form.
13. After completing Section B for sales tax, ensure you follow the same meticulous steps as you did for the use tax, maintaining accuracy.
14. Finally, review all entered information for accuracy, then save your changes, download, print, or share the completed form as needed.

Complete your Form 3862 online today to ensure timely and accurate tax reporting.