Exciseandiftatax

Next-N-Line Tax Services

Excise & Fuel Tax Client Intake Form
Excise & Fuel Tax Client Intake Form

Full Legal Name / Business Name: DBA (if applicable): EIN / SSN (if sole proprietor): Business Address:
DBA if applicable
Full Legal Name Business Name
Business Address
EIN SSN if sole proprietor
Phone
Mailing Address if different
Email
example@example.com
Services Requested (check all that apply)

Form 720 - Quarterly Federal Excise Tax Return - $299Form 2290 - Heavy Highway Vehicle Use Tax Return - $2998849 - Claim for Refund of Excise Taxes - $299Amended Return (720 form & 2290 form ) - $200
1.Form 720- Excise Tax Type of excise tax you are liable for (check all):

FuelCommunicationsAir TransportationRetaile.g TiresType option 5Other
Reporting Quarter
Business Activity related to Excise Tax:
Total taxable sales/uses this quarter
2.Form 2290 - Heavy Vehicle Use Tax
VIN Vehicle Identification Number
Taxable Gross Weight
Vehicle Category
Vehicle Information
First Use Month in Tax Period
Total number of vehicles
IRS Stamped Schedule 1 needed?

YesNo
3.Form 8849- Claim for Refund of Excise Taxes Type of Refund being claimed (check all):

Overpayment of form 2290Overpayment of form 720Fuel Tax Credit (nontaxable use fuelOther
Tax period for refund
Reason for claim
Supported Documentation Provided

YesNo
I authorize Next-N-Line Tax Services to prepare my excise/fuel tax forms based on the information I have provided. I acknowledge that Next-N-Line Tax Services is not a law firm and does not provide legal advice. I am responsible for reviewing and ensuring the accuracy of the information before submission to the IRS.
Required Documents (Attach Copies ):

vehicle RegistrationIRS letters/ Notices (if applicable)Prior returns (720/2290/8849Fuel Receipts/ Logs( if claiming RefundID/Driver License/ Passport or otherOther
Upload

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Client Signature

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Date

MonthDayYear
Date
My Products/ payment is due before filing
prevnext( X )
Form 720 Federal Excise
$299.00 Quantity



Form 2290Heavy Vehicle use Tax
$299.00 Quantity



Form 8849Refund Claims
$299.00 Quantity



Amended form 2290 or 720
$200.00 Quantity



Total

$0.00

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