How to Get Refunds on Sales Taxes Paid Improperly During Recent Tax Holiday

COLUMBUS, Ohio (News Talk 1480 WHBC) – If you were mistakenly charged sales tax during the state’s Sales Tax Holiday, and you’ve been unsuccessful with the retailer, you can apply for a refund from the state.

You need the receipt.

Here’s the state form with instructions on sending it in.

There’s word that some restaurant customers may have paid sales tax.

It was the first year sit-down meals were included.

The holiday ran July 30 through August 8.

Here’s additional information from the state tax department:

Consumer Filed Refund Claims
For all consumer filed refund claims, the following supporting documentation must be supplied:
• Copies of original invoices or similar documents indicating the amount of sales tax charged.
• If there are more than 25 invoices on the Ohio ST AR, an electronic version of Microsoft Excel or Microsoft compatible
spread sheet must be submitted. The spreadsheet must be in the same format and contain the column headers
outlined on the Schedule of Supporting Documents (page 4 of this document).
• Proof the invoice was paid in full including sales tax, such as:
• Copies of canceled checks (front/back).
• Copies of bank statements or ACH transaction reports listing payment for invoices.
• Accounts payable transaction listing.
• Other verifiable electronic documentation from an accounting software package indicating payment.
Note: In the event the payment is for multiple invoices, a listing of all invoices covered by the payment or remittance advice is
required to provide proof the invoices were paid in full.

Consumer Filed Refund – Use Tax Reported and Paid in Error on a Consumer’s Use/Direct Payment Account
In addition to the documentation listed above, the following supporting documentation must be supplied:
• Purchase journals, accrual sheets, summary reports used to prepare the use tax return or other verifiable documentation used
to record and report your Ohio use tax liability.
• Documents used to accrue use tax for the refund period stated on the Ohio ST AR must be submitted in an electronic format
utilizing Microsoft Excel or a Microsoft compatible spreadsheet. The spreadsheet must be in the same format and contain the
column headers outlined on the Schedule of Supporting Documents (page 4 of this document).
• Note: Screen prints from the Gateway will not be accepted as proof of accruals for use tax.