Lakewood Township, MT · Ocean County
Sales & Use Tax Claim for Refund – Urban Enterprise Zone Businesses
Urban Enterprise Zone businesses use this form to claim a refund of sales or use tax on qualifying purchases used exclusively at their business location.
What this form is
This claim form is for Urban Enterprise Zone businesses seeking a refund of sales or use tax on property or services used exclusively at a qualified zone business location. It asks for business and UEZ permit details, the claim period, refund amount, and an authorized signer’s information. Submit the required transaction spreadsheet, a Use Tax Accrual Schedule if applicable, and a taxpayer representative appointment form when required.
Who needs it
An Urban Enterprise Zone business seeking a sales or use tax refund for qualifying purchases used exclusively at its business location needs this form.
How to submit it
Submit the completed claim with Form A-3730-UEZ-1 and any applicable schedules or required representative appointment form, following the instruction pages for the address. Claims with 25 or more transactions require the spreadsheet on compact disc; claims with 25 or fewer use the manual spreadsheet.
About notarization
This document is signed without a notary; the signer dates the claim and declares its accuracy under penalties of perjury.
How to submit this form
- 1
Download The Claim Form
Download the Sales & Use Tax Claim for Refund form.
- 2
Complete The Claim
Enter business, UEZ permit, claim-period, refund, and authorized signer information.
- 3
Gather Required Attachments
Include Form A-3730-UEZ-1, an applicable Use Tax Accrual Schedule, and Form M-5008-R when required.
- 4
Submit The Claim
Follow the instruction pages for the address and spreadsheet submission method.
Frequently asked questions
- What is the UEZ Sales & Use Tax Claim for Refund?
- It is a claim form for Urban Enterprise Zone businesses seeking a refund of sales or use tax on property or services used exclusively at a qualified zone business location.
- What must I include with the claim?
- Submit Form A-3730-UEZ-1. Include a Use Tax Accrual Schedule if applicable and Form M-5008-R, Appointment of Taxpayer Representative, when required.
- Do I need a notary for the UEZ Sales & Use Tax Claim for Refund?
- No. The form is signed and dated without a notary; the signer declares the claim true and correct under penalties of perjury.
- How do I submit the UEZ tax refund claim?
- Follow the instruction pages for the submission address. Claims with 25 or more transactions require the spreadsheet on compact disc; claims with 25 or fewer use the manual spreadsheet.
Need something notarized?
This Sales & Use Tax Claim for Refund – Urban Enterprise Zone Businesses doesn’t need a notary — but if you have another Lakewood Township form that does, a commissioned online notary can help.