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:

Epicor EnterpriseEpicor
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 ApplicationsIndustrial and Financial Systems
JD Edwards One WorldJD Edwards
JD Edwards EnterpriseOneOracle
JD Edwards WorldOracle
Lawson M3Lawson Software
Lawson S3Lawson Software
Microsoft Dynamics AX (formerly Axapta)Microsoft
Microsoft Dynamics GP (formerly Great Plains)Microsoft
Oracle e-Business SuiteOracle
Peoplesoft HRMSPeoplesoft
Peoplesoft FinancialsPeoplesoft
Peoplesoft HR PayrollPeoplesoft

Caution: Claims for refunds with respect to these products must still include:

  1. 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;

  2. Sales or purchase invoice for the software and related services upon which a refund is being claimed;
  3. For buyer claims for refunds, proof of payment for each invoice;
  4. 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.

May 29, 2009