A claim for refund is a request for reimbursement of amounts previously paid. Generally, if you have paid your balance in full you will file a formal claim.Your claim must state all of the following: The specific reasons you paid too much tax. The amount of tax you overpaid. In this video we will show you how to file a claim for refund. In this article, we discuss how to write a refund request letter, what to include in the letter, and provide a sample refund request letter. If you believe you have overpaid an amount and you wish to receive a refund of the overpaid amount, you must file a claim for refund with the CDTFA. Please download the form, complete each field and print. Include the form with your refund so we can properly apply the refund and record the receipt. 1. Ensure that you are eligible for a refund.