Instructions for Form EDA-98-U Claim for Credit (Audited Periods Only) (For Private Vehicle and Aircraft/Watercraft Use Tax )

ADVERTISEMENT
Illinois Department of Revenue
EDA-98-U
Instructions
General Information
Who must fi le Form EDA-98-U?
prior to the current year. Beginning July 1, you may fi le for a
credit for tax overpaid on an audit that you paid during the
You must fi le Form EDA-98-U, Claim for Credit (audited
current year and the 30 months prior to the current year.
periods only), if you want to request a claim against any
audited period of private vehicle or aircraft/watercraft use tax
that has been completed and fully paid on the following audit
What if I need more forms?
reports.
If you need additional forms, you may photocopy a blank one,
visit our website at tax.illinois.gov, or call our 24-hour Forms
EDA-128, Auditor-prepared Aircraft/Watercraft Use
Order Line at 1 800 356-6302.
Tax Transaction Report (RUT-75)
EDA-146, Auditor-prepared Private Party Vehicle Use
Where can I get help?
Tax Transaction Report (RUT-50)
If you have a question about fi ling this form, call our Audit
Do not fi le an amended return when you have overpaid your
Division at 217 557-4388, or write to us at
audit. You must fi le Form EDA-98-U.
ILLINOIS DEPARTMENT OF REVENUE
You cannot use any credit you are claiming until we notify you
PO BOX 19012
that your credit has been approved.
SPRINGFIELD IL 62794-9012
What is the deadline for fi ling this form?
There is a three year limitation for fi ling this form. The
limitation expires semi-annually based on the date the audit
was paid. If you fi le this form between January 1 and June
30 of this year, you may fi le for a credit for tax overpaid on an
audit that you paid during the current year and the 36 months
Step-by-Step Instructions
Note: Be sure to attach a copy of the audit report for which
Step 4: Figure your overpayment.
this request is being fi led, along with any pertinent information
Column A
regarding this request.
Lines 1 through 3: Write the amount from your original
audit report.
Step 1: Identify your business.
Column B
Write your account ID as it appears on your original audit
Lines 1 through 3: Write the amounts you believe you owe.
report. Also write the audit period you are requesting to be
reviewed. This period should be the same as on your original
Lines 4 and 6: Follow instructions on the form.
audit report.
Line 7: Write the date the audit payment was remitted.
Step 2: Mark the tax type for this claim for credit.
Mark only one type of tax per claim for which you are fi ling.
Step 5: Sign below.
The type should be the same as your attached original audit
We cannot process this form unless it is signed by the owner,
report.
offi cer, or other person authorized to sign the original audit
report.
Step 3: Mark the reason why you are fi ling a
claim for credit.
Mark the reason that best explains why you believe your audit
is overpaid.
EDA-98-U Instructions (R-6/11)
Illinois Department of Revenue
EDA-98-U
Instructions
General Information
Who must fi le Form EDA-98-U?
prior to the current year. Beginning July 1, you may fi le for a
credit for tax overpaid on an audit that you paid during the
You must fi le Form EDA-98-U, Claim for Credit (audited
current year and the 30 months prior to the current year.
periods only), if you want to request a claim against any
audited period of private vehicle or aircraft/watercraft use tax
that has been completed and fully paid on the following audit
What if I need more forms?
reports.
If you need additional forms, you may photocopy a blank one,
visit our website at tax.illinois.gov, or call our 24-hour Forms
EDA-128, Auditor-prepared Aircraft/Watercraft Use
Order Line at 1 800 356-6302.
Tax Transaction Report (RUT-75)
EDA-146, Auditor-prepared Private Party Vehicle Use
Where can I get help?
Tax Transaction Report (RUT-50)
If you have a question about fi ling this form, call our Audit
Do not fi le an amended return when you have overpaid your
Division at 217 557-4388, or write to us at
audit. You must fi le Form EDA-98-U.
ILLINOIS DEPARTMENT OF REVENUE
You cannot use any credit you are claiming until we notify you
PO BOX 19012
that your credit has been approved.
SPRINGFIELD IL 62794-9012
What is the deadline for fi ling this form?
There is a three year limitation for fi ling this form. The
limitation expires semi-annually based on the date the audit
was paid. If you fi le this form between January 1 and June
30 of this year, you may fi le for a credit for tax overpaid on an
audit that you paid during the current year and the 36 months
Step-by-Step Instructions
Note: Be sure to attach a copy of the audit report for which
Step 4: Figure your overpayment.
this request is being fi led, along with any pertinent information
Column A
regarding this request.
Lines 1 through 3: Write the amount from your original
audit report.
Step 1: Identify your business.
Column B
Write your account ID as it appears on your original audit
Lines 1 through 3: Write the amounts you believe you owe.
report. Also write the audit period you are requesting to be
reviewed. This period should be the same as on your original
Lines 4 and 6: Follow instructions on the form.
audit report.
Line 7: Write the date the audit payment was remitted.
Step 2: Mark the tax type for this claim for credit.
Mark only one type of tax per claim for which you are fi ling.
Step 5: Sign below.
The type should be the same as your attached original audit
We cannot process this form unless it is signed by the owner,
report.
offi cer, or other person authorized to sign the original audit
report.
Step 3: Mark the reason why you are fi ling a
claim for credit.
Mark the reason that best explains why you believe your audit
is overpaid.
EDA-98-U Instructions (R-6/11)

Download Instructions for Form EDA-98-U Claim for Credit (Audited Periods Only) (For Private Vehicle and Aircraft/Watercraft Use Tax )

138 times
Rate
4.4(4.4 / 5) 10 votes
ADVERTISEMENT