Documentation Requirements Revised for Certain Menasha Claims for Refund
Beginning immediately, persons filing claims for refund of sales and use tax paid on software and related services under the Menasha decision no longer need to submit with their claim a completed "Request for Computer Software Determination" for the software products listed below:
PRODUCT |
VENDOR |
|---|---|
| Epicor Enterprise | Epicor |
| ERP LN (aka Baan) | Infor Global Solutions |
| ERP SL (aka SyteLine) | Infor Global Solutions |
| ERP SX Enterprise (aka SX Enterprise) | Infor Global Solutions |
| ERP XA (aka MAPICS) | Infor Global Solutions |
| IFS Applications | Industrial and Financial Systems |
| JD Edwards One World | JD Edwards |
| JD Edwards EnterpriseOne | Oracle |
| JD Edwards World | Oracle |
| Lawson M3 | Lawson Software |
| Lawson S3 | Lawson Software |
| Microsoft Dynamics AX (formerly Axapta) | Microsoft |
| Microsoft Dynamics GP (formerly Great Plains) | Microsoft |
| Oracle e-Business Suite | Oracle |
| Peoplesoft HRMS | Peoplesoft |
| Peoplesoft Financials | Peoplesoft |
| Peoplesoft HR Payroll | Peoplesoft |
| SAP R/3 | SAP |
| mySAP | SAP |
Caution: Claims for refunds with respect to these products must still include:
- A properly completed and signed request:
- Forms S-220 and S-220a for a buyer's claim for refund
- Form ST-12 for a seller's claim for refund on retail sales
- Form ST-12 for claims for refunds of use tax you reported on your Wisconsin Sales and Use Tax Return, Form ST-12;
- Sales or purchase invoice for the software and related services upon which a refund is being claimed;
- For buyer claims for refunds, proof of payment for each invoice;
- A properly completed Power of Attorney (POA) form (Form A-222), if, in acting on your claim for refund, the Department of Revenue will work with someone that is not an employee of the business.
Last updated May 29, 2009