If you use tax paid fuel for off-road purposes, or if you sell light class diesel at your station, you may be entitled to a refund. Use the forms below to apply to the taxing authorities for refund or credit:

FEDERAL TAX REFUND AND TAX CREDIT REQUEST FORMS

FEDERAL FORM 8849
FEDERAL FORM 8849 SCHEDULE 1

Use these TWO forms for refund of federal tax on nontaxable use of fuel.  A claim requires both form 8849 and 8849 Schedule 1.

FEDERAL FORM 4136, 2010 
FEDERAL FORM 4136 INSTRUCTIONS, 2010
Use this for an income tax credit of nontaxable use of tax paid fuels.  This can be used if your non-taxable use claim does not meet the minimum requirements for a refund on form 8849.

ARIZONA TAX REFUND REQUEST FORMS

 

MOTOR VEHICLE/AVIATION FUEL REFUND FORMS

     96-0466       Refund Application    

     96-0466A    Motor Vehicle Fuel Log Summary Schedule

     96-0466B    Aviation Fuel Log Summary Schedule

Use for a refund of state tax for nontaxable business use of Aviation and Motor Vehicle Fuel (gasoline.)  Example: if you run golf carts, or generators, etc.

USE FUEL REFUND APPLICATIONS  

Use for refund of state tax for nontaxable business use of diesel fuel.   Example: if you use diesel fuel to run generators, heaters, or any off-road equipment.
Use for refund of $0.08 light class differential on bulk purchases. 
  Example: if you buy bulk diesel for your own bulk tank, and use it in vehicles of 26,000 lbs GVW or less, like pick-ups.

     96-0168      Use Fuel Refund Application

     96-0168A   Use Fuel 26c Log Summary Schedule

     96-0168B   Use Fuel 18c Log Summary Schedule

     96-0168C   Bulk Use Fuel Log Summary Schedule


UST TAX REFUND AND EXEMPTION FORM
Arizona Underground Storage Tank Tax Refund Request and Exemption Certificate Application  -  Contact Dyanne Baratta directly at Arizona Department of Environmental Quality (ADEQ) for current forms and detailed instructions. You may reach her at 602-771-44291, or 800-234-5677, or by Fax at 602-771-4381.

ARIZONA USE FUEL VENDOR REFUND FORMS

     96-0152     Use Fuel Vendor Refund Application

     96-0152A   Use Fuel Vendor Summary Detail

     96-0152B   Use Fuel Vendor Branch Worksheet

     96-0152C   Vendor Use Fuel Log

Used by gas station dealers of diesel fuel to claim $0.08 tax differential on light class diesel sales.

 

ARIZONA LICENSE APPLICATIONS

ARIZONA USE FUEL VENDOR LICENSE APPLICATION
Use to license as a vendor or reseller of use fuel (diesel fuel) in order to claim a refund of the light class diesel differential of $0.08 per gallon.

EXEMPTION CERTIFICATES & APPLICATIONS

AZ PRIVILEGE LICENSE (SALES) TAX EXEMPTION CERTIFICATE form 5000 
Used by entities who will resell the products purchased from Union Distributing, or who are exempt from tax by statute.  Please be sure to fill out each section completely, checking the general exemption that applies, and especially describing the tangible personal property or service that will be purchased.

ARIZONA DECLARATION OF STATUS - LIGHT CLASS/EXEMPT VEHICLES
Used by CARDLOCK fuel purchasers to buy diesel use fuel at the light class tax rate.

FEDERAL CERTIFICATE OF STATE OR LOCAL GOVERNMENT USE of DIESEL FUEL and GASOLINE
Complete this form and return to us if you are a state or local government entity exempt from federal excise tax on fuels.

 

FEDERAL EXEMPTION CERTIFICATE FOR NONPROFIT EDUCATIONAL ORGANIZATION USE
Complete this form and return to us if you are a nonprofit educational organization exempt from federal excise tax on gasoline.

FEDERAL NONCOMMERCIAL AVIATION JET FUEL CERTIFICATION
Use this form to certify that you are using aviation grade kerosene for a nonexempt use in noncommercial aviation.