Get Ny Au-12-i 2018-2026

This guide provides comprehensive instructions on how to complete the NY AU-12-I form, an application for credit or refund of sales or use tax for Qualified Empire Zone Enterprises. By following these steps, you will navigate the online form with ease and ensure your submissions are accurate and complete.

Follow the steps to fill out the NY AU-12-I online.

1. Press the 'Get Form' button to obtain the form and open it in the online editor.
2. Begin by entering your applicant information. This should include the address for the Empire Zone location where the items or services are being used. If you have multiple EZ locations, make sure to attach a list of all relevant addresses.
3. If registered for New York State sales tax, indicate how you wish to claim the credit on your sales tax return in the appropriate sections. Clearly outline any amounts being claimed as a credit versus those requested as a refund.
4. Mark an X in the applicable boxes under the 'Basis for claim' section. Make sure you understand which items or services qualify for the credit or refund based on their use by your enterprise.
5. Complete the employment test portion, ensuring you choose the correct worksheet based on your certification date from the Empire State Development. Attach the relevant employment test worksheet along with your application.
6. Gather all required substantiation and documentation, including proof of payments, receipts, and any other supporting documents related to your claim. Ensure these documents are legible and properly detailed.
7. If applicable, fill out the representative section by providing the name and address of any individual or firm that prepared the application on your behalf. Ensure that the necessary authorization forms are included.
8. Review your completed form for accuracy and ensure that all fields are filled out. After confirming that you have attached all required documentation, you can proceed to save your changes, download, or print the form for submission.
9. Mail your completed NY AU-12-I form and all supporting documents to the designated address provided by the New York State Tax Department. Be mindful of submission timelines to avoid any delays in processing.

Start filling out the NY AU-12-I online today to ensure you receive the refunds or credits you are eligible for.