Fill out the section detailing what charges you believe should be refunded.
Write explanation of the situation and why you believe you qualify for a refund. Include as much detail as possible.
Upload any documents that support your claim.
To upload click the upload button.
Navigate to the location on your device where you have the documents stored.
Select the item and click open.
There is no limit to the amount of supplemental documents you can upload.
If you do not have a scanner to create digital documents we can accept pictures of documents as long as they are legible. There are also many phone applications that can create PDFs using your phone's camera.
Fill in the signature section.
By filling this in you agree under penalty of perjury that the information submitted is true, correct, and complete.
Click the Submit button at the bottom to send the claim to our office for consideration.
If the request is denied, the taxpayer will receive notification that the penalties are due and payable.
If you are unable to submit a from digitally you can fill out a paper form and either mail it or return it to our office in person.
44 N. San Joaquin St. Suite 150
Stockton, CA 95202
Claim for Refund Form
Updated July 1, 2021