Before you begin, you should gather specific information about the tax refund you are requesting. The following information is needed to fill in your application for refund:
The refund tax type
The exact amount of the refund requested
The identification number under which the tax was paid (one of the following):
Social Security Number
Federal Employer Identification Number for your business
Aviation Fuels License Permit Number
Motor Fuels License Permit Number
Sales Tax Certificate Number
The collection period shown on the tax return for which you are requesting a refund
The reason for which you are requesting the refund