Form 8849 Online Filing Guide

Step 1: Registration/Login

• New Users: Click on the Register button and enter your basic details to create an account. Once registered, log in with your credentials.
• Existing Users: Simply log in using your existing credentials to access your account.

Step 2: Add New Business (For New Users)

Click on Add New Business and enter your business details:

• Business Name
• Employer Identification Number (EIN)
• Business Type
• Address (with Zip Code) and Phone Number
• Signing Authority Information (Name, Title, Country, and Phone Number)

Your business information will be securely stored in our database for future filings.

• Existing Users: Select your pre-registered business from the dropdown list.

Step 3: Select Form Type

• From the FormType dropdown menu, choose Form 8849 and its Schedule Type.
• Enter the Tax Year and the month your income tax year ends.

Step 4: Provide Schedule Information

Based on the selected schedule type, you will be prompted to enter specific details required for that claim.

For this guide, we've used Form 8849 Schedule 1 as an example. You can select the appropriate 8849 schedule based on your specific requirements. (Read the Form 8849 instructions guide for a detailed understanding of each schedule.)

For Schedule 1, you need to provide the claim period by entering:

• Period of Claim - From Date: The start date of the period for which you are claiming the refund
• Period of Claim - End Date: The end date of the period for which you are claiming the refund

Ensure that the dates accurately reflect the eligible claim period, as this determines the validity and processing of your refund request.

Step 5: Select the Applicable Fuels

Choose the fuel type(s) relevant to your business for which you are claiming a refund.

Make sure to select only those fuels that qualify for a refund under your specific use case (such as nontaxable use of gasoline or diesel), as this selection directly impacts the accuracy and eligibility of your claim.

Step 6: Enter Tax Details for Refund Calculation

Provide the required tax details based on your selected fuel and usage to calculate the refund amount.

Ensure that all inputs are accurate, including quantities and applicable rates, as these directly determine the refund amount and help avoid delays or rejections during processing.

Step 7: Review and File

• A final summary of your claim will be displayed for review before submission. Carefully verify all the entered details, including the schedule information, fuel selection, and tax inputs, to ensure everything is accurate.
• Once you have confirmed that the information is correct, submit your claim to complete the filing process.

Step 8: Submission Fee

To complete your filing, pay the processing fee required for submission.

Only the service fee is charged at this stage, and once the payment is successful, your claim will be submitted to the IRS for processing.

Step 9: Refund Claim Confirmation

Once the payment is confirmed, your refund claim will be successfully submitted to the IRS. Upon approval, your refund will be processed within a few days!