Instructions for Form Eda-98 - Claim for Credit (Audited Periods Only) (Sales and Related Taxes, Fees, and E911 Surcharge)

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Illinois Department of Revenue
EDA-98
Instructions
General Information
Who must file Form EDA-98?
What is the deadline for filing this form?
You must file Form EDA-98, Claim for Credit, (audited periods
The deadline for filing a claim against an audit for
only), if you want to request a claim against any audited
overpayment changes semiannually on January 1 and
periods for sales and related taxes, fees, and E911 Surcharge
July 1. If you file this form between January 1 and June 30 of
that have been completed and fully paid on the following audit
this year, you may file for a credit for tax overpaid on an audit
reports.
that you paid during the current year and the 36 months prior
EDA-94, Auditor-prepared Use Tax Report (ST-44)
to the current year. Beginning July 1, you may file for a credit
for tax overpaid on an audit that you paid during the current
EDA-95, Auditor-prepared Vehicle Use Tax
year and the 30 months prior to the current year.
Transaction Report (RUT-25)
EDA-95-LSE, Auditor-prepared Use Tax Report for
What if I need more forms?
Lease Transactions (RUT-25-LSE)
If you need forms, visit our website at tax.illinois.gov.
EDA-101, County Motor Fuel Tax Audit Report
EDA-105-A, ART Audit Report
Where can I get help?
EDA-105-CS, Chicago Soft Drink Audit Report
If you have a question about filing this form, call our Audit
EDA-105-M, MPEA Audit Report
Division at 217 557-4388, or write to us at
EDA-105-P, PST Audit Report
ILLINOIS DEPARTMENT OF REVENUE
EDA-105-R, ROT and E911 Surcharge Audit Report
PO BOX 19012
EDA-105-T, Tire User Fee Audit Report
SPRINGFIELD IL 62794-9012
EDA-556, Sales Tax Transaction Audit Report
Note: Be sure to attach a copy of the audit report for which
this request is being filed, along with any pertinent information
If you are a multiple-site filer, you must also complete
regarding this request.
Form EDA-117, Multiple Location Schedule.If you are filing
Step 1: Identify your business.
a claim for credit against the E911 Surcharge, you must
complete Form EDA-117-B, Multiple Location Schedule for
Enter your account ID as it appears on your original audit
E911 Surcharge
report. Also enter the audit period that you are requesting
Do not file an amended return when you have overpaid your
audit. You must file Form EDA-98. You cannot use any credit
you are claiming until we notify you that your credit has been
approved.
Step-by-Step Instructions
audit report.
to be reviewed. This period should be the same as on your
original audit report.
Line 6: Follow the instructions on the form.
Step 2: Mark the tax type for this claim for credit.
Column B
Mark only one type of tax per claim for which you are filing.
Lines 1 through 5: Enter the amounts you believe you owe.
The type should be the same as your attached original audit
report.
Lines 6, 7, and 8: Follow the instructions on the form.
Step 3: Mark the reason or reasons why you are
Line 9: Enter the date the audit payment was remitted.
filing a claim for credit.
Step 5: Sign below.
Mark the reason that best explains why you believe your audit
We cannot process this form unless it is signed by the owner,
is overpaid.
officer, or other person authorized to sign the original audit
Step 4: Figure your overpayment.
report.
Column A
Lines 1 through 5: Enter the amounts from your original
EDA-98 Instructions (R-06/16)
Illinois Department of Revenue
EDA-98
Instructions
General Information
Who must file Form EDA-98?
What is the deadline for filing this form?
You must file Form EDA-98, Claim for Credit, (audited periods
The deadline for filing a claim against an audit for
only), if you want to request a claim against any audited
overpayment changes semiannually on January 1 and
periods for sales and related taxes, fees, and E911 Surcharge
July 1. If you file this form between January 1 and June 30 of
that have been completed and fully paid on the following audit
this year, you may file for a credit for tax overpaid on an audit
reports.
that you paid during the current year and the 36 months prior
EDA-94, Auditor-prepared Use Tax Report (ST-44)
to the current year. Beginning July 1, you may file for a credit
for tax overpaid on an audit that you paid during the current
EDA-95, Auditor-prepared Vehicle Use Tax
year and the 30 months prior to the current year.
Transaction Report (RUT-25)
EDA-95-LSE, Auditor-prepared Use Tax Report for
What if I need more forms?
Lease Transactions (RUT-25-LSE)
If you need forms, visit our website at tax.illinois.gov.
EDA-101, County Motor Fuel Tax Audit Report
EDA-105-A, ART Audit Report
Where can I get help?
EDA-105-CS, Chicago Soft Drink Audit Report
If you have a question about filing this form, call our Audit
EDA-105-M, MPEA Audit Report
Division at 217 557-4388, or write to us at
EDA-105-P, PST Audit Report
ILLINOIS DEPARTMENT OF REVENUE
EDA-105-R, ROT and E911 Surcharge Audit Report
PO BOX 19012
EDA-105-T, Tire User Fee Audit Report
SPRINGFIELD IL 62794-9012
EDA-556, Sales Tax Transaction Audit Report
Note: Be sure to attach a copy of the audit report for which
this request is being filed, along with any pertinent information
If you are a multiple-site filer, you must also complete
regarding this request.
Form EDA-117, Multiple Location Schedule.If you are filing
Step 1: Identify your business.
a claim for credit against the E911 Surcharge, you must
complete Form EDA-117-B, Multiple Location Schedule for
Enter your account ID as it appears on your original audit
E911 Surcharge
report. Also enter the audit period that you are requesting
Do not file an amended return when you have overpaid your
audit. You must file Form EDA-98. You cannot use any credit
you are claiming until we notify you that your credit has been
approved.
Step-by-Step Instructions
audit report.
to be reviewed. This period should be the same as on your
original audit report.
Line 6: Follow the instructions on the form.
Step 2: Mark the tax type for this claim for credit.
Column B
Mark only one type of tax per claim for which you are filing.
Lines 1 through 5: Enter the amounts you believe you owe.
The type should be the same as your attached original audit
report.
Lines 6, 7, and 8: Follow the instructions on the form.
Step 3: Mark the reason or reasons why you are
Line 9: Enter the date the audit payment was remitted.
filing a claim for credit.
Step 5: Sign below.
Mark the reason that best explains why you believe your audit
We cannot process this form unless it is signed by the owner,
is overpaid.
officer, or other person authorized to sign the original audit
Step 4: Figure your overpayment.
report.
Column A
Lines 1 through 5: Enter the amounts from your original
EDA-98 Instructions (R-06/16)

Download Instructions for Form Eda-98 - Claim for Credit (Audited Periods Only) (Sales and Related Taxes, Fees, and E911 Surcharge)

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