- 1 -
|
00-957 PRINT FORM CLEAR FIELDS
(Rev.6-19/9)
Texas Claim for Refund
IMPORTANT: If the purchaser did not have an active Sales Tax permit during the claim period, the purchaser is required to obtain a
completed and signed Texas Assignment of Right to Refund (Form 00-985) and submit it, along with this claim, to the Texas Comptroller’s
Office. However, if the purchaser is requesting a refund of local tax only, paid to a Remote Seller, the Texas Assignment of Right to Refund
form is not required. If someone other than the taxpayer/claimant submits the claim, a completed Power of Attorney (Form 01-137) must
be submitted.
For information on documentation required to file a Sales Tax refund claim, please visit our website at www.comptroller.texas.gov/taxes/
sales/refunds/.
Taxpayer/Claimant name Claimant ID number (Texas taxpayer number if you have one)
Mailing address (Street) Total amount of refund requested:
City, state and ZIP code Check here if you entered an amended return online
for this same period.
First date: Last date:
1. Period of claim ..................................................(mm/dd/yy) (mm/dd/yy)
2.Please state fully, and in detail, each reason or ground on which this refund claim is founded. Please note, simply stating “Tax paid in error” does not
provide a sufficient reason for a refund. Attach additional sheets, if necessary.
3. Type of tax or fee upon which this refund claim is based (Enter code from list below.) .......................................................................
26 - Sales Tax 50 - Texas Emissions Reduction Surcharge 64 - Petroleum Product Delivery Fee 73 - Mixed Beverage Gross Receipt
27 - Direct Pay 63 - Mixed Beverage Sales 70 - Motor Vehicle Seller-Financed Sales 75 - Hotel Occupancy - State Only
Other tax
4. For Accounting Errors - submit accounting records. For other claims: Submit invoices for each claim request. Attach a schedule (see example
Form 01-911) to support claims with more than 10 sales invoices.
5.FOR SALES TAX ONLY, the name, authority ID, and amount of tax claimed for each local jurisdiction must be included on the schedule Form 01-911.
(To find local codes go to https://mycpa.cpa.state.tx.us/atj/ or ask the seller.)
Name of contact (please print) Email address of contact:
Signature of taxpayer/claimant/contact: Date Daytime phone (Area code and number)
You have certain rights under Chapters 552 and 559, Government Code, to review, request and
correct information we have on file about you. Contact us at the address or phone number listed below.
Please choose one method of submitting your request and supporting documentation:
Mail to: Comptroller of Public Accounts Email to: refund.request@cpa.texas.gov For assistance, call
Revenue Accounting Division 1-800-531-5441 ext. 34545
Sales & Motor Vehicle Tax Refunds Inquiries only: refund.status@cpa.texas.gov or 512-463-4545.
111 E. 17th Street
Austin, TX 78774-0100
|