Form A 3730 PDF Details

Navigating the complexities of business tax refunds in New Jersey requires familiarizing oneself with the crucial document, the A-3730 form, designed specifically for this purpose by the State of New Jersey Division of Taxation. As a conduit for businesses seeking restitution for overpaid taxes, this form stipulates that it is to be used exclusively for business taxes, excluding gross income tax claims for individuals. Detailed sections guide the taxpayer through providing essential information such as taxpayer identification, the type and period of tax for which a refund is sought, and the total amount claimed. Furthermore, the form mandates a thorough explanation of the claim supported by substantive documentation to establish the validity of the request comprehensively. The structure of the A-3730 form emphasizes the importance of accuracy and completeness, highlighting sections dedicated to taxpayer information, an explanation of the claim including the computation of cigarette tax refunds, if applicable, and requisite signatures validating the claim under the penalties of perjury. With instructions that underscore the necessity of completing all applicable items and submitting additional documents as necessary, the form is designed to streamline the refund process while ensuring adherence to the State's regulatory requirements and statutes of limitations. This process underscores the New Jersey Division of Taxation’s commitment to providing a systematic approach for businesses to rectify overpayments and secure their entitled refunds efficiently.

QuestionAnswer
Form NameForm A 3730
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesNew_Jersey, fillable a 3730, FID, NJ

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A-3730

State of New Jersey

(11-10)

Division of Taxation

 

 

CLAIM FOR REFUND - BUSINESS TAXES ONLY

 

Please Print or Type / See Instructions On Reverse Side

 

DO NOT USE THIS FORM FOR GROSS INCOME TAX (Individual)

 

COMPLETE ALLAPPLICABLE ITEMS

SECTION ONE

 

 

1a. Name of Taxpayer

 

1b. Trade Name

 

 

 

 

For Official Use Only

Claim No.

All correspondence related to this claim will be mailed to the address listed in 2a, 2b, 2c, and 2d below. If you are using a Taxpayer Representative, you must submit the Taxpayer Representative’s address on the Appointment of Taxpayer Representative form (M-5008-R).

2a.

Number and Street

 

 

 

2b.

City

2c. State

2d. Zip Code

 

 

 

 

 

 

 

3.

FID Number or Social Security Number

4.

Name and Address on Return (if different from above)

 

 

 

 

 

 

 

 

 

 

 

5.

Type of Tax

6.

Period Covered by Claim

7.

Date of Payment

8. Amount of Claim

 

 

 

 

 

 

 

 

 

 

SECTION TWO

EXPLANATION OF CLAIM

In accordance with N.J.A.C. 18:2-5.8, submit a detailed explanation as well as all supporting documentation to substantiate this claim. If space is insufficient, submit additional sheets.

COMPUTATION OF CIGARETTE TAX REFUNDS

License No._______________________________

Number of Packages

Brand

Denomination of Stamps

Value of Stamps

Total

Less Discount

Net Refund Amount

$

SECTION THREE

I declare under the penalties of perjury that this claim (including any accompanying schedules and statements) has been examined by me and to the best of my knowledge and belief is true and correct.

Signature

Title of Signing Officer

Printed Name of Signing Officer

Contact Phone Number

Date

INSTRUCTIONS

SECTION ONE - TAXPAYER INFORMATION

Please provide the following information:

1a & b . . . . . Taxpayer Name and Trade Name.

2a, b, c & d. .

Taxpayer’s mailing address. All correspondence related to this claim will be mailed to this address.

3

The Federal Identification Number or Social Security number of the Business/Individual filing this claim.

4

Complete this line if the address on your tax returns is different than the mailing address.

5

Indicate the appropriate Tax Type. Please submit a separate claim form for each tax type. If tax is reported on an

 

annual basis, complete a separate claim for each taxable year.

6

Enter the period covered by claim.

7

If applicable, enter the date the tax was paid to the vendor.

8

Enter the amount of the refund request. This line must be completed.

SECTION TWO - EXPLANATION OF THE CLAIM

In accordance with N.J.A.C.. 18:2-5.8(g) “For the purpose of the Statute of Limitations on claims for refunds under N.J.S.A. 54:49-14 and N.J.S.A. 54A:9-8, and interest payments on late refunds under N.J.S.A. 54:49-15.1, the refund claim will not be deemed com- plete until all the required information is submitted.”

The claim must clearly set forth in detail each ground upon which the claim is based. Please provide sufficient documentation to apprise the Division of the exact basis of the refund request. Documentation includes such items as pertinent calculations, copies of invoices or receipts and proof of tax paid. If possible, please provide an electronic version (such as EXCEL) of any spreadsheets submitted.

In accordance with N.J.A.C. 18:2-5.8(d)1 Refund Claim Procedures, if adjusting a quarterly return an Amended return must accom- pany this claim.

SECTION THREE - SIGNATURES AND APPOINTMENT OF TAXPAYER REPRESENTATIVE

Whenever a claim is executed by an agent on behalf of the taxpayer, a signed Appointment of Taxpayer Representative form (M-5008-R) must accompany the claim.

Where the taxpayer is a corporation, the claim will be signed with the corporate name, followed by the signature and title of the offi- cer having the authority to sign for the corporation. In the case of a partnership, either partner shall sign.

For contact purposes please print the name of the signing officer and provide a phone number.

For the following taxes: S&U, ST-USE, UEZ, IST, S&U-EN AST-EN, TST, AC-LUX, .Hotel Occupancy Tax & Salem County send the form to:

NJ Division of Taxation

Sales Tax Refund Section

PO Box 289

Trenton, NJ 08695-0289

For Cigarette Tax and Tobacco Products Tax:

NJ Division of Taxation

Excise Tax Branch

PO Box 187

Trenton, New Jersey 08695-0187

For Corporate Business Tax (CBT) Refund, send the form to:

NJ Division of Taxation

CBTRefund Section

PO Box 259

Trenton, NJ 08695-0259

All Other Business Refund Requests:

NJ Division of Taxation

Taxpayer Accounting Branch

PO Box 266

Trenton, NJ 08695-0266

To File For a Gross Income Tax (Individual) Refund, File an Amended Return With The

NJ Division of Revenue

Revenue Processing Center

PO Box 555

Trenton, NJ 08647-0555

All forms can be found on the Division’s web site: www.state.nj.us/treasury/taxation

How to Edit Form A 3730 Online for Free

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This form will need you to type in some specific details; in order to guarantee accuracy and reliability, you should take note of the suggestions hereunder:

1. When submitting the M-5008-R, be sure to incorporate all important blank fields within its associated area. It will help speed up the work, making it possible for your details to be processed quickly and properly.

Completing section 1 in A-3730

2. Right after filling out the previous step, go to the next stage and fill in all required particulars in these blank fields - COMPUTATION OF CIGARETTE TAX, License No, Number of Packages, Brand, Denomination of Stamps, Value of Stamps, Total, Less Discount, Net Refund Amount, SECTION THREE, I declare under the penalties of, Signature, and Title of Signing Officer.

Filling in part 2 in A-3730

When it comes to Total and I declare under the penalties of, make sure that you take a second look in this section. These two are thought to be the most important fields in this page.

3. Completing Signature, Title of Signing Officer, Printed Name of Signing Officer, Contact Phone Number, and Date is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Step # 3 for filling in A-3730

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