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Get the free BOE-101, Claim for Refund or Credit

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BOE101 (FRONT) REV. 10 (1215) STATE OF CALIFORNIA CLAIM FOR REFUND OR CREDIT BOARD OF EQUALIZATION (Instructions on back) NAME OF TAXPAYER(S) OR DEEPER(S) BOE ACCOUNT NUMBER SOCIAL SECURITY NUMBER(S)*
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How to fill out boe-101 claim for refund

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How to fill out boe-101 claim for refund

01
Gather all necessary documents such as receipts, invoices, and supporting documentation for the claim.
02
Download the BOE-101 claim for refund form from the official California State Board of Equalization website.
03
Fill out the claimant's information section including name, address, and contact details.
04
Provide the taxpayer identification number and the account number related to the claim.
05
Specify the type of tax for which the refund is being claimed (e.g., sales and use tax).
06
Enter the period or periods for which the claim is being made.
07
Provide detailed explanations for each line item being claimed, including the amount and basis for the claim.
08
Attach any necessary supporting documentation to substantiate the claim.
09
Review the completed form for accuracy and completeness.
10
Sign and date the form.
11
Submit the completed BOE-101 claim for refund form along with all supporting documents to the appropriate address mentioned on the form or as instructed by the California State Board of Equalization.

Who needs boe-101 claim for refund?

01
Business owners who have overpaid or incorrectly paid sales and use taxes in California.
02
Individuals or organizations who have made qualifying purchases and are eligible for a refund.
03
Taxpayers who have experienced a tax overpayment or have been charged excess tax due to errors or discrepancies.
04
Anyone who believes they are entitled to a refund for any reason related to sales and use tax payments in California.
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