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Sales Tax Use Tax Name of Claimant Ph. Refund Mailing Street City State Zip Contact Person # Amount of Claim for Refund $ Account Period(s) Being Claimed: See instructions below Name of Claimant Ph. Refund Mailing Address Street City State Zip E-mail: Contact Person Amount of Claim for Refund $ Tax Paid to: Date(s) Tax Paid: State the reason for overpayment and why the refund request is valid (be sure to include backup documentation): I hereby certify, under penalty of perjury, that the statements made herein are true and correct to the best of my knowledge. I understand that making false statements in connection with an application for refund is a violation of the Town of Monument Municipal Code. Unsigned forms will be considered incomplete and not logged or processed. Signature of Claimant Date Print Name Town of Monument Claim for Refund Return to: [EMAIL REDACTED] OR Town of Monument Department of Finance 645 Beacon Lite Rd. Monument, CO 80132 Licensed Taxpayer Claims – (Claims filed by taxpayers licensed with the Town of Monument 3rd Party Claims – (Claims filed by purchasers not licensed with the Town) Rev. 9/2024 Lodging Tax SIGN ---PAGE BREAK--- General Instructions and Information This form should be completed for all claims for refund of Monument's sales and use taxes. Submission of request for refund on any other form will be considered invalid, not logged or processed. 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. Additional documentation or verification may be required after receipt of your claim and original documentation. Sales and Use Tax Licensed Taxpayer Claims Require: 1) Detailed explanation of how error occurred. 2) Copy of invoice(s) and credit memo(s) involved in claim. 3) Sales journals that provide sufficient evidence as to how the sales for the period were summarized and that clearly show the total sales total (including the invoice(s) in question) and the amount of tax reported and paid to the Town of Monument or paid to the State of Colorado (prior to January 1, 2025) on a Monument jurisdiction tax return. 4) Include any other documentation you consider appropriate. 5) Must be filed within three years after the original return is due. 3rd Party Claims From Individual Purchasers (Customers) Require: 1) Copy of original invoice on which Monument tax was charged. 2) Proof of payment of the invoice (receipt, or copy of front and back of canceled check). 3) Claims for tax charged on automotive vehicle purchases require return of the Monument motor vehicle receipt (form TD 206) issued by the dealer, if the vehicle was not titled nor registered in Monument. 4) Include any other documentation you consider appropriate. 5) Must be filed within 3 years from the day of the transaction resulting in the overpayment of tax. Rev. 9/2024