INSTRUCTIONS: KENTUCKY SALES AND USE TAX REFUND APPLICATION (Form 51A209)

Kentucky businesses which believe they have overpaid their sales or use tax may submit an application seeking a refund by filing a form 51A209. This form must be completed by a business which submitted its payments directly to the Kentucky State Treasurer. The form can be found on the website of the Kentucky Department of Revenue.

Kentucky Sales And Use Tax Refund Application 51A209 Step 1: Enter the exact name of your business as it appears on your permit.

Kentucky Sales And Use Tax Refund Application 51A209 Step 2: Enter your business telephone number.

Kentucky Sales And Use Tax Refund Application 51A209 Step 3: Enter the location of the business.

Kentucky Sales And Use Tax Refund Application 51A209 Step 4: Enter the mailing address of the business.

Kentucky Sales And Use Tax Refund Application 51A209 Step 5: On line one, enter the sales and use tax account number under which the payment in question was submitted to the Kentucky State Treasurer.

Kentucky Sales And Use Tax Refund Application 51A209 Step 6: On line two, enter the period in which these taxes were reported and paid. If more than one period is involved, attach a detailed schedule.

Kentucky Sales And Use Tax Refund Application 51A209 Step 7: On line three, enter the amount of the refund you are seeking.

Kentucky Sales And Use Tax Refund Application 51A209 Step 9: On line four, indicate with a check mark if compensation was claimed when submitting your payment.

Kentucky Sales And Use Tax Refund Application 51A209 Step 10: On line five, indicate with a check mark if sales or use tax was added to the purchase price and collected separately. If yes, indicate whether the refund will be passed along to the purchaser.

Kentucky Sales And Use Tax Refund Application 51A209 Step 11: On line six, write a detailed explanation of the reason for your requested refund.

Kentucky Sales And Use Tax Refund Application 51A209 Step 12: If you wish for your refund to be issued as an electronic funds transfer, give the name of your bank, your depositor account number, routing transfer number, and indicate whether the account is a checking or savings account on line seven.

Kentucky Sales And Use Tax Refund Application 51A209 Step 13: Sign and date the form. Print your name and give your title.