The Indiana Dept. of Revenue has opened a refund process for customers who paid a Zionsville tax accidentally being collected by several Whitestown restaurants.
Nine Whitestown restaurants charged Zionsville’s 1 percent food and beverage tax between 2008 and 2017, collecting nearly $300,000 that the state distributed to Zionsville.
Customers may request a refund by submitting a refund form found at in.gov/dor/4036 and a proof of purchase, such as a copy of a receipt or bank statement with the name and address of the restaurant and transaction amount. Approved refund checks will be mailed.
“Though it is unfortunate that customers were charged the wrong amount of tax on their purchases, the department of revenue is focused on assisting impacted customers recover as much of their money as possible, while working with local businesses to register them within the proper taxing districts,” IDOR Commissioner Adam Krupp stated in a press release.
Because of the state’s statute of limitations, refunds may only be requested for improperly paying the tax within three years of the request. They may only be requested up until the date that the restaurant stopped charging the tax.
All but one of the affected restaurants have a Zionsville address, which officials believe is what led to most of the confusion. Whitestown does not have a food and beverage tax.
IDOR announced in November that it will implement geo-mapping software to accurately identify in which municipality a business is located regardless of its address. Currently, business owners self-report their city or town.
For information regarding the refund process, customers may call 317-232-2339 (option 2), or visit in.gov/dor.
REQUEST A REFUND
To receive a refund, customers should submit:
- A claim for refund form (GA-110L). Customers can access the GA-110L form via the Indiana DOR website at in.gov/dor/4036.htm.
- Proof of Purchase. Customers must provide a copy of receipt(s) or a valid financial statement from an accredited financial institution. Receipts and statements must include the name and address or location number of the restaurant, along with the transaction amount.