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BOE101 (FRONT) REV. 12 (117) STATE OF CALIFORNIA CLAIM FOR REFUND OR CREDIT BOARD OF EQUALIZATION (Instructions on back) NAME OF TAXPAYER(S) OR DEEPER(S) BOE ACCOUNT NUMBER (only list one account

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How to fill out boe-101 claim for refund

01

Gather all necessary information and documents such as sales records, receipts, invoices, and any other supporting documentation.

02

Download the BOE-101 form from the official website of the California Department of Tax and Fee Administration (CDTFA).

03

Read the instructions carefully to understand the requirements and ensure eligibility for refund.

04

Fill out the form accurately and completely. Provide all requested information including your name, address, tax account number, and details of the claim.

05

Attach all supporting documents with the form. Make sure they are organized and clearly referenced.

06

Double-check the form and attached documents for any errors or missing information.

07

Submit the completed BOE-101 form and supporting documents to the CDTFA office by mail or electronically, as instructed in the guidelines.

08

Wait for the CDTFA to process your claim. If additional information or documentation is required, they will contact you.

09

Once approved, you will receive a refund or credit for the claimed amount.

Who needs boe-101 claim for refund?

01

Any individual or business entity that has paid excessive sales and use taxes to the state of California may need to file a BOE-101 claim for refund.

02

This includes individuals or businesses who have overpaid due to calculation errors, incorrect tax rates, or tax exemptions.

03

If you believe you have made a mistake in reporting or have been incorrectly charged sales and use taxes, you may be eligible to file this claim.

04

It is important to review the eligibility criteria and consult with a tax professional if necessary to determine if you qualify for a refund using the BOE-101 form.

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What is boe-101 claim for refund?

The boe-101 claim for refund is a form used to request a refund of overpaid taxes or fees to the California State Board of Equalization.

Who is required to file boe-101 claim for refund?

Any individual or business entity that believes they have overpaid taxes or fees to the California State Board of Equalization is required to file a boe-101 claim for refund.

How to fill out boe-101 claim for refund?

To fill out a boe-101 claim for refund, you must provide details about the overpayment, including the tax or fee type, amount overpaid, and the reason for the overpayment.

What is the purpose of boe-101 claim for refund?

The purpose of boe-101 claim for refund is to request a refund of overpaid taxes or fees to the California State Board of Equalization.

What information must be reported on boe-101 claim for refund?

The information that must be reported on a boe-101 claim for refund includes the tax or fee type, amount overpaid, reason for overpayment, and supporting documentation.

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