Fillable Printable Form DTF-806 - Application for Refund or Credit of Sales - New York

Form DTF-806 - Application for Refund or Credit of Sales - New York

DTF-806

(5/11)

Use this application to request a refund or credit of sales or use tax already paid on the casual sale of a motor vehicle. You cannot

use this application to request a refund of motor vehicle registration fees.

New York State Department of Taxation and Finance

Application for Refund or Credit of Sales or Use Tax

Paid on a Casual Sale of Motor Vehicle

Section 2 — Previous owner information

Last name, rst name, middle initial or business name Telephone number

( )

Number and street address City State ZIP code

Section 3 — Vehicle information

Year Make Model Cylinders Identication number

Section 4 — Certiﬁcation

Section 1 — Applicant information

(Type or print legibly.)

Explanation of your claim:

Name (Legal business name, including DBA or individual) Telephone number

( )

Mailing address (number and street or rural route)

City State ZIP code County

Representative’s name (

if any); see instructions Telephone number

( )

Representative’s mailing address (number and street or rural route)

City State ZIP code

Total consideration paid for vehicle including money

and other property or services

NYS Sales Tax ID number (if registered) or EIN or social security number

Refund claimed

Credit claimed

Applicant’s signature Date

Representative’s signature (

if any) Representative’s ID number Date

I, , the applicant named above, or partner, ofcer, or other authorized

representative of such applicant, do hereby:

• make application for credit and/or refund of tax, pursuant to the New York State Tax Law; and

• certify that the above statements, and any documents provided to substantiate the credit or refund claimed, are true, complete and

correct and that no material information has been omitted; and

• certify that all of the tax for which this claim is led has been paid, and no portion has been previously credited or refunded to the

applicant by any person required to collect tax; or, if the claim for credit or refund is made by a person required to collect tax, that

the amount claimed has previously been refunded to the appropriate purchaser; and

• certify that no amount claimed has previously been subject to a credit or refund; and

• make these statements with the knowledge that willfully providing false or fraudulent information with this document with the intent

to evade tax may constitute a felony or other crime under New York State Law, punishable by a substantial ne and a possible jail

sentence; and

• understand that the Tax Department is authorized to investigate the validity of the credit or refund claimed and the accuracy of any

information provided with this claim.

• Include copies of all supporting documents (see instructions).

• Use additional sheets, if necessary. Make sure your name and ID number are on each sheet.

• We can’t process applications that aren’t signed, don’t include supporting documents, or that are in any other way incomplete.

/ /

Need help?

Telephone assistance

Sales Tax Information Center: (518) 485-2889

To order forms and publications: (518) 457-5431

Text Telephone (TTY) Hotline (for persons with

hearing and speech disabilities using a TTY): (518) 485-5082

accessible to persons with disabilities.

If you have questions

about special

accommodations for persons with disabilities, call the

information center.

Persons with disabilities: In compliance with the

Americans with Disabilities Act, we will ensure that our

lobbies, ofces, meeting rooms, and other facilities are

Internet access: www.tax.ny.gov

(for information, forms, and publications)

Complete Sections 1 through 4 and attach the additional forms

or information necessary to support your request.

• A copy of Form ST-176, Receipt for Payment of Sales Tax,

(the tear strip from your New York State registration) must be

attached to all requests.

• Form DTF-802, Statement of Transaction – Sale or Gift of

Motor Vehicle, Trailer, All-Terrain Vehicle (ATV), Vessel (Boat),

or Snowmobile, can be attached to support a claim that the

vehicle was received as a gift or to substantiate the total

consideration paid for the vehicle, including money and other

property or services.

• Form DTF-803, Claim for Sales and Use Tax Exemption –

Title/Registration Motor Vehicle, Trailer, All-Terrain

Vehicle (ATV), Vessel (Boat), or Snowmobile, can be attached

to support a claim that purchaser is exempt from paying sales

tax.

• A copy of the bill of sale signed by the seller can be attached

to substantiate the total amount paid for the vehicle.

Representative

If an outside individual or rm prepared the application (not the

applicant or the owner, partner, or an ofcer of the business

listed as the applicant) the name and address should be

included under Representative’s name and Representative’s

mailing address. The representative’s signature and the

identication number of the rm should be included under

Representative’s signature and Representative’s ID number.

The representative must le a properly completed Form POA-1,

Power of Attorney, authorizing him/her to act on the applicant’s

behalf and to receive information pertaining to the application

for credit or refund. Form POA-1 is available on our Web site

(see Need help?).

Where to ﬁle

Mail completed application, a copy of Form ST-176, and

supporting documents to:

NYS TAX DEPARTMENT

TDAB — SALES TAX REFUNDS

W A HARRIMAN CAMPUS

ALBANY NY 12227

Privacy notiﬁcation

The Commissioner of Taxation and Finance may collect and

maintain personal information pursuant to the New York State

Tax Law, including but not limited to, sections 5-a, 171, 171-a,

287, 308, 429, 475, 505, 697, 1096, 1142, and 1415 of that Law;

and may require disclosure of social security numbers pursuant

to 42 USC 405(c)(2)(C)(i).

This information will be used to determine and administer tax

liabilities and, when authorized by law, for certain tax offset and

exchange of tax information programs as well as for any other

lawful purpose.

Information concerning quarterly wages paid to employees

is provided to certain state agencies for purposes of fraud

prevention, support enforcement, evaluation of the effectiveness

of certain employment and training programs and other

purposes authorized by law.

Failure to provide the required information may subject you to

civil or criminal penalties, or both, under the Tax Law.

This information is maintained by the Manager of Document

Management, NYS Tax Department, W A Harriman Campus,

Albany NY 12227; telephone (518) 457-5181.

DTF-806 (5/11) (back)

Instructions