Illinois Worksheets and Signature Documents for Form ST-556 and for Form ST-556-LSE

Worksheets and Signature Documents for Form ST-556 and for Form ST-556-LSE
General Instructions for Forms ST-556-WS and ST-556-LSE-WS, Worksheets and Signature Documents for Form ST-556 and for Form ST-556-LSE
	

Illinois Department of Revenue

	 ST-556-WS and ST-556-LSE-WS, Worksheets and Signature
	

Documents for Form ST-556 and for Form ST-556-LSE - General
Instructions (For Vehicles, Watercraft, Aircraft, Trailers, and Mobile Homes)
(R-01/15)

IMPORTANT: As part of the Department’s cost cutting measures and an ongoing effort to “go green,”
we are drastically reducing the number of paper ST-556 and ST-556-LSE forms that we provide. In the
future, the Department will not be sending any paper ST-556 and ST-556-LSE forms to dealerships.

General Information:

The worksheets on the following pages are to be used to collect your customer’s signature for your
records and to help you prepare for your electronic filing session through MyTax Illinois or other electronic
systems. Do NOT mail either worksheet to the Department.
Worksheets sent to the Department will be considered unprocessable returns and subject to the penalties
that apply.

Specific instructions for these worksheets:

These worksheets are for the dealership’s records only. Do not mail either form to the Illinois Department
of Revenue or the Secretary of State.
Tax return no. — After you have completed your electronic filing session, you must record the tax return
(transaction) number that you receive. This number is unique to the return you just submitted and will be
important for tracking purposes if follow up with the Department is needed.
Dealership identification and location information — Complete these items with the appropriate
information to identify your dealership and the location of the sale.
Items 1 through 6 of ST-556-WS and Items 1 through 8 of ST-556-LSE-WS — These items follow
the same formatting and requirements of the paper ST-556 or ST-556-LSE form with which you already
are familiar. Additional instructions for Forms ST-556 and ST-556-LSE are available on our website at
tax.illinois.gov.

Specific instructions for dealerships using MyTax Illinois:

MyTax Illinois, the free taxpayer account management system on our website, requires payment at the
time of filing.
If you are part of the Secretary of State electronic mandate —You must record the tax return number
provided at the end of your MyTax Illinois filing session. This number will be required by the Secretary of
State’s electronic system.
If you title and register with the Secretary of State using paper — You will need to print the
confirmation screen or the applicable return displaying your confirmation number, tax return number, and
appropriate identification number (i.e., VIN, HIN, N).

	

Illinois Department of Revenue

	 ST‑556-WS	 Worksheet and Signature Document for
Form ST-556

(R-01/15)

(For Sales of Vehicles, Watercraft, Aircraft, Trailers, and Mobile Homes Do not use for leases)

		

	

DO NOT MAIL — For dealership records only. Keep in your records as
verification of customer signature, if obtained on this form.

IP

	
	

Tax return no.: _______________________________
Account ID: _________________________________
Taxable location no.: __________________________

	 1	

Write the purchaser’s name and address

	

Name(s)________________________________________________

	

Street_________________________________________ City_____________________________ State___________ ZIP__________

	
	 2	

Describe the item sold

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	 A Vehicle	

	 B Watercraft	

	 C Aircraft		

Identification no. ______________________________________

	

	 D Trailer	

	 E Mobile Home	

	 F ______		

Year__________

	

	

Used				
	 	New	
3 	Write the date of delivery	
__ __/__ __/__ __ __
Month

					

Day

Year

Make

Body style and model	

______________________________

_________________________________

__

4	 Describe the trade-in, if any

		 Item traded in	

________________________________________	

		 Year __________

	 5	

Make

______________________________	

Identification no.

_____________________________________

Body style and model	

_________________________________

Exempt or sale to a nonresident

NO

		 If so, check the correct box below, and see instructions for Section 6.	
		 	 A	Nonresident purchaser (NOT an out-of-state dealer)	
	
D Sold to an interstate carrier for hire for use as rolling stock
				Drive-away permit no./Lic. plate no.______________ State_____			 Certificate of authority no. ____________________________
		 	 B	Sold for resale to a DEALER _______________________		
	 E Sold for rental use 	
				
(Write either the Illinois dealer’s Account ID or “Out-of-state dealer”)			
purchaser’s account ID no. ___________________________
		 	 C	Exempt organization (government, school, religious, or charitable)		
	 F Other (describe)	 _________________________________
				Tax-exempt no.	 E-_________________________________
	

DO

Go to page 2 to complete Step 6

ST-556-WS (R-01/15)

Page 1 of 2

	6	 Write the price, and figure the tax — You must complete Lines 1 and 2 even if no tax is due. (Round to nearest dollar)

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	1	 Total price (include accessories, federal excise taxes, f	reight and labor, dealer preparation, documentary fees,
		
and dealer-reimbursed rebates or incentives)						
1	 ___________________
	 2	 Total trade-in credit or value						
2	 ___________________
	 3	 Amount subject to tax [Line 1 - Line 2]	 					
3 	 ___________________
	 4	 Tax [Line 3 X _______ (RATE)] 		 				
4	 ___________________
	 5	 Use tax for certain districts. Do not report home rule use tax below.
		
a. County	
_______________________
		
b. City	
_______________________
		
c. Township	 _______________________				
5	 ___________________
	 6	 Total tax [Line 4 + Line 5]						
6	 ___________________
	 7	 Retailer’s allowance if filed on time 	[Line 6 X 1.75% (.0175)]		
7	 ___________________
	 7a	 MED fee (if applicable)						
7a	 ___________________
	 8	 Net tax due [Line 6 - Line 7 + Line 7a (if applicable)]			
8	 ___________________
	 9	 Prior overpayment 						
9	 ___________________
	 10	 Previously leased vehicle credit. Tax return no.: __________________________	
10	 ___________________
		 By signing this return, I affirm that I meet all requirements to claim this credit.
	 11	 Excess tax collected						
11	 ___________________
	 12	 Total tax due	 [Line 8 - Line 9 - Line 10 + Line 11]	
		
12	 ___________________
	 13	 Credit memorandum 						
13	 ___________________
	 14	 Amount due [Line 12 - Line 13]						
14	 ___________________	
		
Under
			 penalties of perjury, we state that we have examined this return, including any schedules and statements, and to the best of our
knowledge, it is true, correct, and complete. If the seller has taken a qualified trade-in, we also state that the purchaser has properly assigned
and surrendered the title of the trade-in to the seller.

DO

NO

Signature			
Signature
of purchaser(s)___________________________________	 Date ___________ 	 of seller_____________________________________ Date ___________

ST-556-WS (R-01/15)

Page 2 of 2

	

Illinois Department of Revenue

	 ST‑556-LSE-WS	 Worksheet and Signature Document for
Form ST-556-LSE

(R-01/15)

DO NOT MAIL — For dealership records only. Keep in your records as
verification of customer signature, if obtained on this form.

IP

	
	

(For Use with Lease Transactions for Vehicles, Watercraft, Aircraft, Trailers,
and Mobile Homes)

		

	

Tax return no.: _______________________________
Account ID: _________________________________
Taxable location no.: __________________________

	 1	

Enter the name, address, and Federal Employer Identification Number of the leasing company

	

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Name__________________________________________________ 	 FEIN________________________________

		 Street_________________________________________ City_____________________________ State___________ ZIP__________

	
	 2	

Enter the name and address of the lessee

	

Street_________________________________________ City_____________________________ State___________ ZIP__________

	 3	

Describe the item leased

	

Name(s)________________________________________________

	

	 A Vehicle	

	 B Watercraft	

	 C Aircraft		

Identification no. ______________________________________

	

	 D Trailer	

	 E Mobile Home	

	 F ______		

Year__________

	

Check one:	

	New	

4 	Enter the date of delivery	

Used		

Make ________________________________

Body style and model ___________________________________

__ __/__ __/__ __ __ __

Month

Day

Year

5	 Describe the trade-in, if any

		 Item traded in	 __________________________________________	 Identification no. _____________________________________
		 Year __________
Make ______________________________	 Body style and model	 _________________________________

	 6	

Exempt or lease to a nonresident - If so, check the correct box below, and see instructions for Section 8.	

	 7	

Indicate how you determined your selling price - Check the box that indicates the amount entered in Section 8 Line 1.

	
	
	
	
	

A	Lease to non-Illinois resident - See instructions. 	Drive-away permit/License plate no. ____________________	State	___________
B	Lease for use as farm implement or lease of ready-mix concrete truck
C	Lease to tax-exempt governmental body - Tax-exempt no.	E-__________________________________
D	Lease to an interstate carrier for hire for use as rolling stock - Certificate of authority no. ___________________________
E	Other (Please explain.) _______________________________________________________________________________________

NO

		
		
		
		
		

DO

	 The selling price in Section 8 is:	
		

	 A	 the amount due at signing, plus the total amount of lease payments (see rules of eligibility in instructions), or
	 B	 the actual selling price.	

Go to page 2 to complete Step 8

ST-556-LSE-WS (R-01/15)

Page 1 of 2

	8	 Enter the price, and figure the tax (Round to nearest dollar)

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	1	 Selling price (If eligible, this is the amount due at signing, plus total lease payments.
		 Otherwise, enter the actual selling price.)	
1	 ___________________
	 2	 Total trade-in credit or value (Do not enter any amount on Line 2 if you checked Box A in Section 7 above.)	 2	 ___________________
	 3	 Amount subject to tax [Line 1 - Line 2]	
3 	 ___________________
	 4	 Tax [Line 3 X _______ (RATE)] (Note: See instructions regarding sales from temporary locations.)	
4	 ___________________
	 5	 Use tax for certain districts. Do not report home rule use tax below.
	
a. County	
___________________
	
b. City	
___________________
	
c. Township	 ___________________	
5	 ___________________
	 6	 Total tax [Line 4 + Line 5]	
6	 ___________________
	 7	 Retailer’s allowance if filed on time [Line 6 X 1.75% (.0175)]	
7	 ___________________
	 7a	 MED fee (if applicable)	
7a	 ___________________
	 8	 Net tax due [Line 6 - Line 7 + Line 7a (if applicable)]	
8	 ___________________
	 9	 Excess tax collected	
9	 ___________________
	 10	 Total tax due [Line 8 + Line 9]	
10	 ___________________
	 11	 Credit amount	
11	 ___________________
	 12	 Amount due [Line 10 - Line 11]		
12	 ___________________	
				
Under penalties of perjury, we state that we have examined this return, including any schedules and statements, and to the best of our
knowledge, it is true, correct, and complete. If the seller has taken a qualified trade-in, we also state that the purchaser has properly assigned
and surrendered the title of the trade-in to the seller.

DO

NO

Signature			
Signature
of purchaser(s)___________________________________	 Date ___________ 	 of seller_____________________________________ Date ___________

ST-556-LSE-WS (R-01/15)

Page 2 of 2