Request for Refund Letter

If you have overpaid your sales tax, it may become a priority to try to obtain a refund from the state to which the taxes were paid. Because of the long wait time often required to obtain a refund, it's good to submit a request for refund letter that is concise, yet thorough.

Here is a sample Request for Refund Letter. Please edit the terms in [brackets].

[Date]

[State] Department of Revenue

[Address]

Dear Sir or Madam:

I would like to request a refund from our [Date] Sales and Use Tax Return. We had some merchandise from a prior period that was returned in [Date]. This left us with a credit balance of $[Amount] on our return. We were able to use a portion of this credit on our [Date] tax return in the amount of $[Amount]; however, that still leaves us with a credit balance of $[Amount] outstanding. Please mail us a refund of $[Amount] as soon as possible.

If you have any questions, please contact me at the number listed below. Thank you.

Sincerely,

[Name]

[Title]

[Company]

[Phone]