Instructions for Form MDT-ADM-013 "Federal, State, Local Governments and School Districts Refund of Montana Diesel Tax Application" - Montana

This document contains official instructions for Form MDT-ADM-013, Federal, State, Local Governments and School Districts Refund of Montana Diesel Tax Application - a form released and collected by the Montana Department of Transportation. An up-to-date fillable Form MDT-ADM-013 is available for download through this link.

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Montana Department of Transportation
PO Box 8019
Helena MT 59604-8019
www.mdt.mt.gov
Instructions for Federal, State, Local Governments
and School Districts Refund Application
for Montana Diesel Tax
Important Information:
Montana’s special fuel (diesel) tax rate increased
July 1, 2019.
Diesel tax rates
Prior to July 1, 2019 - .2925
July 1, 2019 - .2945
MCA 15-70-432 requires that all applications for refunds be filed within 36 months of the date of
purchase of the tax paid fuel.
MCA 15-70-434 allows the department 120 working days after receiving a refund claim to approve or
reject it.
July 2019
Montana Department of Transportation
PO Box 8019
Helena MT 59604-8019
www.mdt.mt.gov
Instructions for Federal, State, Local Governments
and School Districts Refund Application
for Montana Diesel Tax
Important Information:
Montana’s special fuel (diesel) tax rate increased
July 1, 2019.
Diesel tax rates
Prior to July 1, 2019 - .2925
July 1, 2019 - .2945
MCA 15-70-432 requires that all applications for refunds be filed within 36 months of the date of
purchase of the tax paid fuel.
MCA 15-70-434 allows the department 120 working days after receiving a refund claim to approve or
reject it.
July 2019
Federal, State, Local Governments and School Districts Application Form
Instructions
All Information requested on this application is required.
Failure to complete the form will result in the return of the application and will delay your refund.
1. List Fuel Purchases:
List all eligible fuel purchases on page 2 of the refund application and record your gallons in
st
the columns according to the purchase date. Montana’s fuel tax rates increased July 1
, 2019.
st
List fuel purchased before July 1
, 2019 in the first column and fuel purchased on or after July
st
1
, 2019 in the second column. These fields will auto calculate if you complete the form on-
line.
** If you need more lines, please click on the (+) sign. If you need to delete unwanted lines,
please click on the (-) sign.
2. Finalize the Federal, State, Local Governments and School Districts Refund Application
for Montana Diesel Tax:
Fill out the following lines on the first page of the refund application form.
a. Time Period for Refund. Enter the range of purchase dates on the invoices being
claimed for refund
b. Complete the following applicant Information:
i. Name or Trade Name. Enter the name of the individual or business applying for
the motor fuel tax refund.
ii. Mailing Address. Enter the address where the refund and any correspondence
should be mailed.
iii. Taxpayer ID number. Enter the appropriate Taxpayer number.
iv. Phone. Enter a daytime phone number where applicant can be contacted.
c. Requested amounts:
Enter or verify the total gallons from page 2.
Eligible gallons from page 2 prior to July 1, 2019
Eligible gallons from page 2 July 1, 2019 to present
Total Refund – multiply the total gallons for each time period by the
appropriate tax rate and then add those totals together for your total refund.
**Reminder - These fields will auto calculate if you complete the form online.
d. Preparer’s Information. Complete the third-party preparer’s information (if applicable):
i. Enter preparer’s name, mailing address, and phone number.
**Applicant must check indicator box if he/she does not want the department to
discuss the refund application with the preparer.
e. Print Form.
f. Sign and date printed form. A third-party preparer must sign and date refund form, if
applicable. Applicant or authorized representative must sign and date the refund form.
The signature must be an original signature
3. Send the Federal, State, Local Governments, and School Districts refund application. Choose
one of several options below to submit your application for refund.
2
Mail it to:
Montana Department of Transportation
PO Box 8019
Helena MT 59604-8019
Or FAX it to:
(406) 444-5411
Or email it to:
mdtfueltaxrefund@mt.gov
Or upload documents through Montana’s Secure File Transfer Service:
https://epass.mt.gov
Instructions for the Secure File Transfer are found at:
https://transfer.mt.gov/Home/Instructions
Invoices and/or receipts must be submitted with your application to support your claim for refund.
A claim for refund that is filed electronically does not require an original signature. Filing electronically
does require scanned copies of the original purchase invoices with the application to verify that the
Montana tax has been paid. A claim for refund filed electronically does not relieve the taxpayer of
maintaining records upon which the claim for a refund is based.
Invoice Requirements
1. The name on this application must match the name on all invoices.
2. Originals or copies of the invoices listed on page 2 of refund application must be submitted with
application.
3. The fuel placed in the tank must be used exclusively by a government entity and the receipts
must show that the fuel purchased was tax paid (undyed).
NOTE: No Refund is allowed for fuel bought for buses under contract.
If you have any questions on these forms, please call (406) 444-7664 between the hours of
8:00am and 5:00pm, Monday through Friday except holidays. You may download forms from
our Website at www.mdt.mt.gov.
By cooperative agreement, the Montana Department of Transportation exchanges fuel tax information with other tax collecting agencies.
MDT attempts to provide accommodations for any known disability that may interfere with a person participating in any service, program or activity of the
Dept. Alternative accessible formats of this information will be provided upon request. For further information call (406) 444-7664 or TTY (800) 335-7592,
or by calling Montana Relay at 711
By cooperative agreement, the Montana Department of Transportation exchanges fuel tax information with other tax collecting agencies.
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