Sheet 1: Instructions

	
	

		
Statutory Refund Claim Template Instructions
	
	

		
This worksheet is designed to assist in the submission of statutory refund supporting transaction information to the Michigan Department of Treasury.  Follow the instructions below for the claim type you are submitting.

ALL CLAIMS
- Complete the 'All Claims' worksheet.

GOVERNMENT ENTITIES CLAIMS
- Complete the 'All Claims' worksheet for sales invoices.
- Complete the 'Purchase Invoices' worksheet for purchase invoices.

SALES TO TRIBAL ENTITIES CLAIMS
- Complete the 'All Claims' worksheet for sales invoices.
- Complete the 'Purchase Invoices' worksheet for purchase invoices.

IMPORTANT NOTE
This spreadsheet is read by an automated process that cannot detect any format changes that you may make. For this reason, it is strongly suggested that this 'Master' spreadsheet should NOT be changed in any way. Instead it is suggested that copies are made and named in such a way that 'describes' which refund the spreadsheet pertains to. For example:     MI-RFNCLAIM-0917.xlsx     or     TAX-REFUND-201209.xls

 - Do not change the format of any cells.
 - Do not remove or rename any of the worksheets.
 - Do not change any of the column headers.
 - Always start on row number 4.
 - Do not skip any rows or the remaining rows will not be loaded.  
	



Sheet 2: All Claims

	
	
	
	
	
	

		
Statutory Refund Claim - Supporting Transactions Upload Template
		


		


		


		


		


		


	
	

		
Customer Name
		
Invoice/Receipt Number
		
Transaction Date
		
City
		
State
		
Fuel Type
		
Gross Gallons
	
	

		
Customer Name (Only required for sales to Government Entities).
		
Unique identifiying number for the transaction. Often an invoice or receipt number.
		
Date of the transaction: 
mm/dd/yyyy
		
City that the transaction occurred in.
		
Two character code representing US state that the transaction occurred in.
		
Three character code representing the fuel type.

Gasoline = GAS
Diesel = DSL
Aviation = AVI
Alternative = ALT
Kerosene = KRS
		
Number of gallons.