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

Form EDA-98 is a Illinois Department of Revenue form also known as the "Claim For Credit (audited Periods Only) (sales And Related Taxes, Fees, And E911 Surcharge)". The latest edition of the form was released in June 1, 2016 and is available for digital filing.

Download an up-to-date Form EDA-98 in PDF-format down below or look it up on the Illinois Department of Revenue Forms website.

Step-by-step Form 98 instructions can be downloaded by clicking this link.

ADVERTISEMENT
Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes.
Illinois Department of Revenue
EDA-98
Claim for Credit (audited periods only)
(Sales and Related Taxes, Fees, and E911 Surcharge)
Read this information first.
Complete this form only if you have overpaid audited periods for sales and related taxes, fees and E911 Surcharge. For a list of
reports covered by this form, see Step 2.
Please attach the audit report along with copies of any pertinent information involving this claim to this form. If you are a multiple-site filer,
complete and attach a copy of Form EDA-117, Multiple Location Schedule. If you are filing a claim for credit against the E911 Surcharge,
you must complete Form EDA-117-B, Multiple Location Schedule for E911 Surcharge.
Step 1: Identify your business.
1
Account ID: _________________________________________
2
Audit period you are filing the claim on:
___ ___/___ ___/___ ___ ___ ___ through ___ ___/___ ___/___ ___ ___ ___
Month
Day
Year
Month
Day
Year
3
Business name __________________________________________________________________________________________
4
Mailing address ______________________________________
__________________________________________________
__
Street address
City
State
ZIP
5
Daytime telephone number (______)____________________
Step 2: Mark the tax type for this claim for credit.
(Check only one type per claim form.)
___ EDA-94, Auditor-prepared Use Tax Report (ST-44)
___ EDA-105-CS, Chicago Soft Drink Audit Report
___ EDA-95, Auditor-prepared Vehicle Use Tax Transaction
___ EDA-105-M, MPEA Audit Report
Report (RUT-25)
___ EDA-105-P, PST Audit Report
___ EDA-95-LSE, Auditor-prepared Use Tax Report for Lease
___
EDA-105-R, ROT and E911 Surcharge Audit Report
Transactons (RUT-25-LSE)
___
EDA-105-T, Tire User Fee Audit Report
___ EDA-101, County Motor Fuel Tax Audit Report
___
EDA-556, Sales Tax Transaction Audit Report
___ EDA-105-A, ART Audit Report
Step 3: Mark the reason or reasons why you are filing a claim for credit.
1
___ I should not have paid either the tax, fee, or surcharge on the original audit report because I sold merchandise or prepaid wireless
telecommunications service to and/or purchased items from
a
___ another Illinois business for resale. Write the business’ account ID ______________________.
b
___ an out-of-state customer in a sale in interstate commerce. The merchandise was delivered to a location outside Illinois.
c
___ an exempt organization. Write the tax-exempt no. E - _____________________.
2
___ I should not have paid either the tax, fee, or surcharge on the original audit report because I sold or purchased items or prepaid
wireless telecommunications service that
a
___ qualified for an exemption.
b
___ my customer paid tax on his or her audit.
c
___ were exempt for another reason. Please explain.
__________________________________________________________________________________________________
__________________________________________________________________________________________________
3
___ Other. Please explain. _______________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Please turn page to complete Steps 4 and 5.
This form is authorized as outlined under the tax or fee Act imposing the tax or fee for which this form is filed. Disclosure of this information is
required. Failure to provide information may result in this form not being processed and may result in a penalty.
EDA-98 (R-06/16) front
Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes.
Illinois Department of Revenue
EDA-98
Claim for Credit (audited periods only)
(Sales and Related Taxes, Fees, and E911 Surcharge)
Read this information first.
Complete this form only if you have overpaid audited periods for sales and related taxes, fees and E911 Surcharge. For a list of
reports covered by this form, see Step 2.
Please attach the audit report along with copies of any pertinent information involving this claim to this form. If you are a multiple-site filer,
complete and attach a copy of Form EDA-117, Multiple Location Schedule. If you are filing a claim for credit against the E911 Surcharge,
you must complete Form EDA-117-B, Multiple Location Schedule for E911 Surcharge.
Step 1: Identify your business.
1
Account ID: _________________________________________
2
Audit period you are filing the claim on:
___ ___/___ ___/___ ___ ___ ___ through ___ ___/___ ___/___ ___ ___ ___
Month
Day
Year
Month
Day
Year
3
Business name __________________________________________________________________________________________
4
Mailing address ______________________________________
__________________________________________________
__
Street address
City
State
ZIP
5
Daytime telephone number (______)____________________
Step 2: Mark the tax type for this claim for credit.
(Check only one type per claim form.)
___ EDA-94, Auditor-prepared Use Tax Report (ST-44)
___ EDA-105-CS, Chicago Soft Drink Audit Report
___ EDA-95, Auditor-prepared Vehicle Use Tax Transaction
___ EDA-105-M, MPEA Audit Report
Report (RUT-25)
___ EDA-105-P, PST Audit Report
___ EDA-95-LSE, Auditor-prepared Use Tax Report for Lease
___
EDA-105-R, ROT and E911 Surcharge Audit Report
Transactons (RUT-25-LSE)
___
EDA-105-T, Tire User Fee Audit Report
___ EDA-101, County Motor Fuel Tax Audit Report
___
EDA-556, Sales Tax Transaction Audit Report
___ EDA-105-A, ART Audit Report
Step 3: Mark the reason or reasons why you are filing a claim for credit.
1
___ I should not have paid either the tax, fee, or surcharge on the original audit report because I sold merchandise or prepaid wireless
telecommunications service to and/or purchased items from
a
___ another Illinois business for resale. Write the business’ account ID ______________________.
b
___ an out-of-state customer in a sale in interstate commerce. The merchandise was delivered to a location outside Illinois.
c
___ an exempt organization. Write the tax-exempt no. E - _____________________.
2
___ I should not have paid either the tax, fee, or surcharge on the original audit report because I sold or purchased items or prepaid
wireless telecommunications service that
a
___ qualified for an exemption.
b
___ my customer paid tax on his or her audit.
c
___ were exempt for another reason. Please explain.
__________________________________________________________________________________________________
__________________________________________________________________________________________________
3
___ Other. Please explain. _______________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Please turn page to complete Steps 4 and 5.
This form is authorized as outlined under the tax or fee Act imposing the tax or fee for which this form is filed. Disclosure of this information is
required. Failure to provide information may result in this form not being processed and may result in a penalty.
EDA-98 (R-06/16) front
Step 4: Figure your overpayment.
Round your figures to whole dollars.
Column A
Column B
Amounts assessed in
Corrected amounts
original audit
1 Tax or fee
1 ________________________________
1 ________________________________
(EDA-101, EDA-105-A, EDA-105-CS, EDA-105-M,
EDA-105-P, EDA-105-R - sales tax only, EDA-105-T
or EDA-556)
2 Use Tax
2 ________________________________
2 ________________________________
(
EDA-105-R - use tax only, EDA-94, EDA-95, or
EDA-95-LSE)
3 E911 Surcharge
3 ________________________________
3 ________________________________
(
EDA-105-R - E911 Surcharge only)
4 Penalty
4 ________________________________
4 ________________________________
5 Interest
5 ________________________________
5 ________________________________
6 Add Lines 1, 2, 3, 4 and 5. This the total
6 ________________________________
6 ________________________________
amount due.
7 Amount paid on audit
7 ________________________________
8 Subtract Line 6 from Line 7. This is the amount overpaid.
8 ________________________________
9 Date audit paid ___ ___/___ ___/___ ___ ___ ___
Step 5: Sign below.
Under penalties of perjury, I state that I have examined this claim for credit and, to the best of my knowledge, it is true, correct, and complete.
________________________________________________________________________________________________________________
Taxpayer’s signature
Title
Date
Mail the information to:
ILLINOIS DEPARTMENT OF REVENUE
PO BOX 19012
SPRINGFIELD IL 62794-9012
Reset
Print
EDA-98 (R-06/16) back

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

1137 times
Rate
4.5(4.5 / 5) 57 votes
ADVERTISEMENT
Page of 2