Form Dr 0137 PDF Details

Whether you're running a business or managing your personal finances, understanding the nuances of tax forms is essential for navigating tax season smoothly. Among these, the DR 0137 form issued by the Colorado Department of Revenue holds particular significance. Designed primarily for claiming refunds on taxes remitted directly to the department, this form caters to various types of taxes excluding income tax, thereby serving as a crucial tool for rectifying overpayments. Notably, the form provides guidance for sales and use tax refund requests and withholding refunds, emphasizing the requirement for accompanying proper documentation to avoid denial. An interesting facet of the DR 0137 is its stipulation regarding the vendor's fee, which is deducted from all sales tax refund claims, highlighting the importance of accuracy when submitting your taxes. Furthermore, the form allows for the consolidation of claims across consecutive periods for each tax type, advocating for efficiency in the refund process. It also covers the specificity of refund payment details, ensuring refunds are directed correctly. However, it is the adherence to legal declarations coupled with the risk of undergoing the same scrutiny as regular tax audits that underscore the seriousness with which this form must be completed. Through embracing this structured approach to claiming refunds, taxpayers can mitigate the complexities of tax corrections, thereby reinforcing the value of the DR 0137 form in maintaining financial integrity.

QuestionAnswer
Form NameForm Dr 0137
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesSSN, colorado department of revenue form dr0137, dr0137, form dr 0137

Form Preview Example

DR 0137 (08/30/13)

COLORADO DEPARTMENT OF REVENUE

Business Tax Accounting - Room 208

P.O. Box 17087

Denver, CO 80217-0087

(303) 238-SERV (7378)

*130137==19999*

Claim for Refund

This claim for is for monies remitted directly to the Department of Revenue.

(Do not use for income tax refund)

For sales and use tax refunds requests please see FYI Sales 90 for instructions.

For withholding refunds please see FYI Withholding 5 for instructions.

Claims submitted without proper documentation will be denied.

The vendor's fee, which was retained when the tax was remitted to the Department, will be deducted from all sales tax refund claims.

If possible, instead of submitting a claim for refund to the Department, deduct the overpaid taxes on your next tax return or obtain the refund from the seller who collected the tax.

Submit claim for each type of tax (e.g. state sales, RTD/CD/FD/RTA, city sales, county sales, etc.) Periods can be combined if consecutive for each type of tax.

Submit a copy of this form and keep a copy for your records.

Interest: If this refund qualiies for interest please provide the interest in the claim and an explanation of how the refund qualiies for interest. See FYI Sales 90 for more information.

Refund to be made payable to, and mailed to:

(If this is different from the name and address on the Department records for the account number(s) used, provide

explanation and notarized power of attorney speciic to this refund claim for the action.)

Taxpayer Last Name

 

 

First Name

 

 

 

Middle Initial

 

 

 

 

 

 

 

 

Taxpayer DBA (if applicable)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address

 

City

 

 

State

Zip

 

 

 

 

 

 

 

 

SSN

 

 

 

FEIN (required)

 

 

 

 

 

Colorado Department of Revenue Account Number

Type of Tax

 

Period (MM/YY - MM/YY)

 

 

 

 

 

 

 

 

 

 

Original Amount Paid

Correct Amount

 

Refund Requested

 

 

 

 

 

 

 

 

Reason (Explanation of the reason for the refund request must be entered here.) All supporting documentation must be attached.

I declare under penalty of perjury in the second degree that this claim including all attachments is to the best of my knowledge true and correct.

I further understand that the claim and documentation may be subject to the same veriication process used by the Department of Revenue in auditing other taxes for three years from the date of payment of the claim. [13-80-101 (1)(m) C.R.S.]

Taxpayer Signature (this line must be signed by an oficer, partner, or owner of the irm claiming the refund)

Title

Phone Number

Date (MM/DD/YY)

 

(

)

 

 

 

 

 

Signature of Preparer (if other than taxpayer)

 

 

 

 

 

 

Name of Firm

Phone Number

Date (MM/DD/YY)

 

(

)

 

 

 

 

 

For Department Use Only. Do not write in this section.

Comments:

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form dr 0137 conclusion process shown (step 1)

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Writing segment 2 in form dr 0137

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