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INSTRUCTIONS
Claim must be filed within three (3) years after the date of purchase, storage, use, or consumption of the good or
service.
Submitting your claim with all required documentation detailed below will verify the validity of your claim. Failure
to provide all required documentation will delay the processing of the claim.
Licensed Taxpayer Claims Require:
1. Detailed explanation of how the error occurred.
2. Copy of invoice(s), credit memo(s), and other documentation you consider appropriate to the claim. *
3. Sales journals that provide sufficient evidence as to how the sales for the period were summarized and
clearly show the total monthly sales totals (including the invoice(s) in question) and the amount of tax
reported and paid to the City of Loveland.
4. The claim should be signed by the taxpayer, if possible. Whenever it is necessary to have the claim
executed by an attorney or agent, on behalf of the taxpayer, an authenticated copy of the document
specifically authorizing such an agent or attorney to sign the claim on behalf of the taxpayer should
accompany the claim.
5. Where the taxpayer is a corporation, the claim shall be signed with the corporate name, followed by the
signature and title of the officer having authority to sign for the corporation.
3rd Party Claims from Individuals (Customers) Require:
1. Copy of original invoice on which City of Loveland tax was charged. *
2. Proof of payment of invoice (receipt, or copy of front and back of canceled check).
3. Include other documentation you consider appropriate.
* If the claim is for tax paid on a vehicle, the following must be included:
1. Copy of Colorado driver’s license showing current address.
2. Copy of registration on the vehicle.
3. Copy of the sales invoice.
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