I’m preparing a refund application

Organise your service-export refund preparation

Work through the claim in three parts: exports, inward credits and the application.

Choose another topic

Records to gather

LUT, filed returns and credit ledger
Establish the route, period and filing position.
Export invoices and realisation evidence
Prepare the invoice-to-receipt review for Statement 3.
Inward invoices and credit adjustments
Prepare the credit review for Annexure B.
Prior refunds and unresolved questions
Make overlaps and missing information visible.

What to check

Confirm the export category, relevant LUT and claim period.
Reconcile export invoices to reporting and payment evidence.
Review inward credit records, adjustments and any overlap with previous claims.
Check the calculation, statement files and supporting documents together before final portal entry.

Your next step

Start with the missing-record list and resolve the claim-specific questions before producing the final files.

Get help with this step

Tell us what needs a closer look. We’ll reply by email about your next step.

Useful reading

Preparation guidance for service-export refunds. It does not assess your documents, calculate entitlement or submit an application.