Enlarge image | City of Westminster Claim for Refund Department of Finance Sales Tax Division Please Type or Print Clearly 1) Legal Name of Business or Individual Name (Last, First): 2) Trade Name of Business (if any): 3) Mailing Address: 7) Contact Person (if Business): 4) City: 5) State: 6) Zip: 8) Phone Number: E-mail Address: 9) City Account Number: 10) Amount of Claim: $ 11) Date(s) of Overpayment: 12) Tax Type(s): Sales Use Admissions Accommodations Other:____________________ 13) Give a brief explanation of your claim. Attach supporting documentation such as invoices, tax returns, supporting schedules, permits, etc. If the refund is to be mailed to an address other than the address on file with the Sales Tax Division, include an explanation of why the alternate address should be used. Attach additional sheets if necessary. Under penalty of perjury, I declare that I have examined this Claim for Refund and that it is true and correct to the best of my knowledge and belief. Claimant Signature Signature Date Printed Name Title Phone No. Return completed form to: Westminster Department of Finance Sales Tax Division 4800 W 92nd Avenue Westminster,CO 80031 (303) 658-2065 Fax: (303) 706-3923 http://www.cityofwestminster.us CITY USE ONLY CLAIM NO. R- Reviewed By: CASHIER VALIDATION Signature Date (If Petty Cash) Disposition: Denied Approved Approved in Part: Approved By: Signature Date Finance Director: Signature (Required if Over $15,000) Date 5300.____________.0000 Amount: ACCOUNTS 5400.____________.0000 Amount: 5300.____________.0911 Amount: Petty Cash Rcvd By:_________ Date:______ |
Enlarge image | Instructions for Claim for Refund General Instructions Claims may be made only for overpayment of City of Westminster tax. The City will not refund taxes overpaid to the State of Colorado Purpose of Form or any other county, municipality, district, or taxing jurisdiction. For example, a taxpayer This form is used for taxpayers to request a refund of tax who pays sales tax to another municipality due to failure to overpayments remitted to the City of Westminster (“City”) or present a Westminster building permit must seek a refund to a retailer licensed and authorized to collect the same. from that municipality. Pursuant to § 4-1-17 of the Westminster Municipal Code (the “Code”), no tax overpayment shall be refunded unless Line 11 – Date(s) of Overpayment. List the dates the tax a signed Claim for Refund form is submitted along with was purportedly overpaid. Taxpayers seeking a refund of adequate documentation of the claim. disputed tax paid to a licensed Westminster retailer should list the date of the purchase in dispute. Taxpayers seeking Reminders a refund of taxes overpaid on a return should list the return periods covered. All other claimants should list the date Include supporting documentation. Documentation such overpayment was paid to the City. supporting (1) that Westminster tax was, in fact, paid to the City or to a licensed retailer; (2) the date(s) that Line 12 – Tax Types. Check the appropriate boxes overpayment occurred; and (3) that Westminster tax was indicating the tax types for which a refund is being claimed. not due must be submitted along with the Claim form. If a refund of multiple tax types is being claimed, the Claims that are not adequately documented will be denied. specific amounts attributable to each tax type should be detailed on line 13. Claims may be barred by the Statute of Limitations. A purchaser who claims that Westminster tax was Line 13 – Explanation of Claim. Give a brief account of erroneously paid on a purchase from a licensed the reasons for the claim. Details should include whom the retailer must submit all claims on or before sixty (60) tax was paid to, if applicable, and why the tax is not due. If days from the date of such purchase. the overpayment was the result of a calculation error, Any claim for refund resulting from a Notice of describe how the error occurred. If the taxpayer is claiming Overpayment must be submitted on or before thirty transactions or items should be exempt under the Code, (30) days from the date of such Notice of cite the applicable sections. All relevant factual and legal Overpayment. claims should be included. Also include other required All other claims must be submitted on or before three explanations such as the reason for an alternate mailing years after the date of such overpayment was paid to address or the amounts attributable to multiple tax types. the City. Attach additional sheets if necessary. Refunds are not assignable. The right of any person to Documentation – Attach the various documents obtain a refund shall not be assignable. supporting the claim. Additional documentation may be requested if it is needed to complete the review. Signature required. The person completing the claim on behalf of the taxpayer must sign and date the form at the Signature – After reviewing the form for accuracy, sign and bottom. A printed name is also required. If the taxpayer is date the form. Print your name and title below your not a natural person, the title of the officer or agent signature. Return the form to the Westminster Dep artment completing the form on behalf of the taxpayer must also be of Finance along with the required documentation. printed on the form. Forms without a signature will be returned and may not be considered timely filed. Review & Determination – The review time required will vary depending on the nature and scope of the claim. If necessary, the claim will be assigned to an auditor who Specific Instructions may contact you regarding the review. If the claim is approved, a refund check will be sent approximately two Lines 1 thru 8 – Claimant Information. Print the legal weeks after approval. Claims under $200 may be disbursed name, the trade or other name the taxpayer is known as, immediately by the Cashier at City Hall. If the claim is and the mailing address of the organization. For claims by denied, in full or in part, written notice of the determination natural persons, print the last name followed by the first will be sent along with the payment, if any. Such name on line 1 and do not complete line 2. Licensed determination may be protested within twenty (20) days of taxpayers requesting that the refund be mailed to an issuance. address other than the address on file with the Sales Tax Division must include an explanation of why the refund should be mailed to the alternate address on line 13. Line 9 – City Account Number. If the taxpayer is licensed with the City, list the 7 digit City account number. Department of Finance Sales Tax Division nd Line 10 – Amount of Claim. List the claimed amount of 4800 W 92 Avenue Westminster tax overpaid in dollars and cents. Do not Westminster, CO 80031 round. (303) 658-2065 |