What is Form AU-11?
Form AU-11, Application for Credit or Refund of Sales or Use Tax, is essential for businesses and individuals who have overpaid sales or use tax. This form allows you to request a refund from the state for any excess tax paid. Completing this form accurately ensures you can reclaim your funds and maintain proper financial records. It’s important to file this application within the required timeframe to receive your refund and avoid potential complications.
What is Form AU-11 used for?
Form AU-11 is used to request a refund for sales or use tax overpayments. Here’s what it’s for:
- to claim overpaid sales tax.
- to request a refund for returned merchandise.
- to correct a sales tax exemption.
How to fill out Form AU-11?
- 1
Enter your name and contact information in the designated fields.
- 2
Provide your sales tax identification number.
- 3
Fill in details of the sales or use tax you are claiming a credit or refund for.
- 4
Specify the reason for the credit or refund request.
- 5
Review all information for accuracy.
- 6
Sign the form using an electronic signature.
- 7
Download the completed form and submit it according to your local tax authority's guidelines.
Who is required to fill out Form AU-11?
Businesses seeking a refund or credit of sales or use tax paid, and individual taxpayers requesting the same. Claimants not registered with the New York Department of Taxation and Finance also fill out this form.
After completion, tax officials review the form for processing refunds or credits related to sales or use tax.
When is Form AU-11 not required?
If you're a Qualified Empire Zone Enterprise (QEZE) seeking refunds or credits for purchases made on or after September 1, 2009, you won't need to file Form AU-11. Instead, use Form AU-12 for those cases.
Additionally, if you are looking for refunds related to tax paid on qualifying purchases of motor fuel or diesel motor fuel, Form FT-500 is the correct choice. Businesses claiming credits or refunds electronically through Business Online Services also do not need to use Form AU-11.
When is Form AU-11 due?
The deadline for Form AU-11 is within three years after the tax was payable to the Commissioner of Taxation and Finance. Businesses can submit this form online anytime through Business Online Services.
Individual taxpayers must file using the paper form, and while there isn't a specific due date, it is crucial to remember the three-year limit for submission. Always keep copies of your forms for your records.
How to get a blank Form AU-11?
To get a blank Form AU-11, you can find it pre-loaded in our editor on our website.
This form is issued by your state’s Department of Revenue.
How to sign Form AU-11 online?
To sign form AU-11 using PDF Guru, first, open the form in the PDF editor by clicking "Fill Form." Fill in all necessary fields accurately. Once completed, you can create a simple electronic signature by selecting the signature option within the editor.
After signing, click "Done" to download your filled form. Remember to check the official guidelines for any specific signature requirements related to the AU-11 form to ensure compliance.
Where to file Form AU-11?
Form AU-11 must be submitted to the New York State Department of Taxation and Finance.
Submission methods: mail, online or in-person.
