Blank Connecticut Au 738 Form

1. What is the purpose of the Connecticut AU-738 form?

   The Connecticut AU-738 form is used to claim a refund for excise taxes paid on motor vehicle fuels, specifically for fuel used in the Nutrition Program during the calendar year 2004. This form allows eligible claimants to recover taxes paid on fuel used for delivering meals to senior citizens.

2. Who is eligible to file this form?

   Eligibility to file the AU-738 form requires that the claimant must have used at least 200 gallons of fuel eligible for a tax refund during the specified period. Additionally, the fuel must have been used exclusively for the delivery of meals to senior citizens as part of the Nutrition Program.

3. What are the filing deadlines for the AU-738 form?

   Claims must be filed on or before May 31, 2005, for fuel used during the calendar year 2004. It is crucial to adhere to this deadline to ensure that the claim is processed.

4. What information is required on the form?

   The form requires various pieces of information, including:

   • Name of the claimant
   • Contact telephone number
   • Connecticut tax registration number or Social Security Number
   • Details of fuel purchases, including dates, suppliers, and gallons purchased
   • A declaration of the accuracy of the information provided

   It is essential to ensure all fields are completed accurately to avoid delays in processing.

5. What documentation must be attached to the form?

   Claimants must attach receipts or invoices for all fuel purchases listed on the form. These documents should include:

   • Date of purchase
   • Name and address of the seller
   • Name and address of the purchaser
   • Number of gallons purchased
   • Price per gallon and total amount paid

   Retaining these records for at least three years is also necessary in case of any inquiries.

6. How is the refund amount calculated?

   The refund amount is calculated based on the total gallons of fuel used for eligible deliveries. The claimant must compute the average miles per gallon and the total miles driven for the delivery of meals to senior citizens. The final refund is determined by multiplying the refund gallons by the applicable refund rate, which is specified in the form.

7. Where should the completed form be mailed?

   Once completed, the AU-738 form should be mailed to:

   Department of Revenue Services
   State of Connecticut
   Excise Taxes Unit
   25 Sigourney Street
   Hartford, CT 06106-5032

Filling out the Connecticut AU 738 form can be a straightforward process, but many people make mistakes that can delay their refund or even lead to denial. One common mistake is failing to check the appropriate fuel type box. This is a crucial step that ensures your claim is processed correctly. Without marking the right box, your application may not even be considered.

Another frequent error involves the submission of incomplete or incorrect information. Claimants often overlook providing their Connecticut tax registration number or Social Security Number. This information is essential for identification and processing. Double-checking these details before submission can save a lot of time and frustration.

Many people also neglect to attach the required receipts or invoices for their fuel purchases. Each fuel purchase must be documented with a slip that includes specific details such as the date, seller's name and address, and the number of gallons purchased. Failing to include these documents can lead to a rejection of the claim.

Inaccurate calculations are another area where mistakes often occur. When computing the net refund, it’s important to follow the instructions carefully. Claimants sometimes miscalculate the average miles per gallon or the total refund gallons, which can result in incorrect refund amounts. Taking the time to verify these figures is crucial.

Additionally, some individuals do not retain the necessary records for the required three years. Keeping all documentation related to the claim is essential, as it may be requested by the Department of Revenue Services (DRS) for verification. Losing these records can jeopardize your claim.

Lastly, people often overlook the deadline for filing their claims. For the 2004 calendar year, claims had to be submitted by May 31, 2005. Missing this deadline means forfeiting the opportunity for a refund. Setting reminders can help ensure that all paperwork is submitted on time.

The Connecticut AU-738 form is a critical document for individuals and businesses seeking a refund on motor vehicle fuels tax. However, it is often accompanied by several other forms and documents that help streamline the refund process. Below is a list of additional documents that may be needed when filing the AU-738 form.

• Schedule A: Statement of Motor Vehicle Fuel Purchases - This schedule requires the claimant to list all fuel purchases during the claim period. Receipts must be attached to substantiate the gallons of fuel purchased.
• Schedule B: Computation of Net Refund - This schedule is used to calculate the total refund amount. It includes steps to determine total miles driven, fuel gallons used, and the refund gallons eligible for tax recovery.
• Contract with Local Area Agency on Aging - Claimants providing meals to senior citizens must include a copy of their contract with the agency. This document serves as proof of eligibility for the Nutrition Program.
• Fuel Purchase Receipts - Each fuel purchase must be documented with a receipt. The receipt should include details such as the date of purchase, seller information, and total gallons purchased.
• Connecticut Tax Registration Number or Social Security Number - This number must be provided on the AU-738 form. It helps identify the taxpayer and ensures proper processing of the refund claim.
• Contact Information - A valid telephone number is necessary for the Department of Revenue Services to reach the claimant if there are questions or issues with the submitted claim.

Understanding these additional documents can significantly enhance the efficiency of the refund process. Ensuring that all necessary paperwork is complete and accurate will help avoid delays and facilitate a smoother experience when filing for a tax refund in Connecticut.

The Connecticut AU-738 form is a specific document used for claiming a refund on motor vehicle fuels tax. Several other documents serve similar purposes in different contexts or jurisdictions. Below is a list of five such documents, each highlighting their similarities with the AU-738 form.

• IRS Form 8849: This form is used to claim a refund of certain excise taxes, including fuel taxes, at the federal level. Like the AU-738, it requires detailed information about fuel purchases and usage, including receipts and calculations of refund amounts.
• California Form BOE-401: This form is utilized for claiming a refund of California’s motor vehicle fuel tax. Similar to the AU-738, it mandates documentation of fuel purchases and the submission of supporting invoices to substantiate the claim.
• Florida Form DR-26S: This is the application for a refund of fuel taxes in Florida. It shares the requirement for detailed records of fuel purchases and the calculation of the refund based on specific fuel usage, paralleling the process outlined in the AU-738.
• New York Form FT-500: This form is used for claiming refunds for motor fuel taxes in New York. It also requires claimants to provide supporting documentation and detailed calculations, much like the Connecticut AU-738 form.
• Texas Form 01-114: This form is for claiming a refund of motor fuels tax in Texas. Similar to the AU-738, it requires claimants to submit evidence of fuel purchases and to follow specific guidelines for refund calculations.

When filling out the Connecticut AU-738 form, there are several important dos and don’ts to keep in mind. Following these guidelines can help ensure your application is processed smoothly.

• Do check the appropriate fuel type box on the form to specify which type of fuel you are claiming.
• Do attach all required receipts or invoices for fuel purchases. Each document must clearly show the necessary details.
• Do round off your total amounts to the nearest whole dollar as instructed. This will help avoid any processing delays.
• Do file your claim on or before May 31, 2005, to ensure it is considered for the tax refund.
• Do keep copies of all documents submitted for at least three years, as they may be requested by the Department of Revenue Services.

• Don't forget to provide your Connecticut tax registration number or Social Security Number in the designated space.
• Don't submit more than one Form AU-738 for the same fuel type. Each type requires a separate form.
• Don't leave out your contact telephone number. This is essential for any follow-up communication.
• Don't submit incomplete or inaccurate information, as this may lead to delays or denials of your claim.
• Don't ignore the requirement to attach proof of your eligibility to provide meals to senior citizens if applicable.

The following are common misconceptions about the Connecticut AU-738 form:

• Misconception 1: The form can be submitted after the deadline.

The AU-738 form must be filed on or before May 31, 2005, for fuel used during the calendar year 2004. Late submissions will not be accepted.

• Misconception 2: Only large businesses can file for a refund.

Any eligible claimant, regardless of business size, can file for a refund as long as they meet the requirement of using at least 200 gallons of fuel.

• Misconception 3: You can submit one form for multiple fuel types.

A separate Form AU-738 must be filed for each motor vehicle fuel type. This ensures accurate processing of the refund claims.

• Misconception 4: Receipts are not necessary when filing.

Receipts must be attached to the claim. Each numbered slip or invoice must show specific details, including the date of purchase and the number of gallons purchased.

• Misconception 5: Rounding off is not important.

Rounding off amounts to the nearest whole dollar is required. This affects the total refund amount claimed, so accuracy is essential.

Here are key takeaways for filling out and using the Connecticut AU-738 form:

• Filing Deadline: Submit your refund claim by May 31, 2005, for fuel used in 2004.
• Fuel Type Selection: Mark the appropriate fuel type box on the form to ensure proper processing.
• Separate Forms: File a separate AU-738 form for each motor vehicle fuel type.
• Documentation Required: Attach copies of all purchase slips or invoices that detail the fuel bought.
• Record Keeping: Retain all records for at least three years after filing your claim.
• Contact Information: Provide a telephone number and your Connecticut tax registration number or Social Security Number on the form.