Blank Dr 0172 Colorado PDF Form

Blank Dr 0172 Colorado PDF Form

The DR 0172 Colorado form is a Contractor Application for Exemption Certificate, allowing contractors to purchase construction and building materials for specific exempt projects. This form is essential for ensuring compliance with Colorado tax regulations while facilitating the procurement of necessary materials. To get started on your application, click the button below.

The DR 0172 Colorado form serves as a crucial tool for contractors seeking an exemption certificate for specific construction projects. This form is designed to streamline the process of obtaining exemptions for the purchase of building materials directly related to exempt projects. It is important to note that this exemption does not extend to equipment or supplies that do not become part of the final structure or public works. Each contractor must submit a separate application for every contract, ensuring that all necessary details are accurately filled out to avoid denial. The responsibility for issuing certificates to subcontractors lies solely with the prime contractor, as the Colorado Department of Revenue no longer provides individual certificates to subcontractors. Additionally, contractors are required to attach relevant documentation, such as contracts and agreements, to substantiate their claims. The form also mandates that contractors keep copies of all issued certificates for a minimum of three years, ready for potential audits. Understanding these requirements is essential for compliance and successful project execution.

Document Sample

Departmental Use Only

DR 0172 (08/30/13)

ColorAdo dEpArtmEnt oF rEvEnuE

Denver CO 80261 - 0009

(303) 238-SERV (7378)

Contractor Application for Exemption Certiicate

Pursuant to Statute

*130172==19999*

 

§ 39-26.708(1),(2),&(3)

 

The exemption certiicate for which you are applying must

Any unauthorized use of the exemption certiicate will result

be used only for the purpose of purchasing construction and

in revocation of your exemption certiicate and other penalties

building materials for the exempt project described below. This

provided by law.

exemption does not include or apply to the purchase or rental of

 

equipment, supplies, and materials which are purchased, rented,

A separate certiicate is required for each contract.

or consumed by the contractor and which do not become a part

 

of the structure, highway, road, street, or other public works

Subcontractors will not be issued Certiicates of Exemption by

owned and used by the exempt organization.

the Department of Revenue. It is the responsibility of the prime

 

contractor to issue certiicates to each of the subcontractors.

 

(See reverse side.)

Send completed forms to: Colorado Department of Revenue, Denver, CO 80261 - 0009

Failure to accurately complete all boxes will cause the application to be denied.

Contractor/Account No. (Leave blank if iling for the irst time)

89-

Period (MM/YY-MM/YY)

_

Contractor Information

Trade name/DBA

Owner, partner or corporate last name

 

 

 

 

First Name

 

 

 

 

 

 

 

 

Middle Initial

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address

 

 

 

City

 

 

 

 

 

State

Zip

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E-Mail Address

 

 

 

 

 

FEIN

 

Bid amount for your contract

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fax number

 

Business Phone number

 

Colorado withholding tax account number

(

)

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Exemption Information

Copies

of contract or agreement page, identifying the contracting parties, bid amount,

 

 

type of work, and signatures of contracting parties must be attached

 

 

 

Name of exempt organization (as show on contract)

 

 

 

 

 

 

Exempt organization's number

 

 

 

 

 

 

 

 

 

 

 

 

 

98

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address of exempt organization

 

 

City

 

 

 

 

 

State

 

Zip

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Principal contact at exempt organization-Last Name

 

 

First Name

 

 

 

 

 

 

 

 

Middle Initial

 

 

 

 

 

 

 

 

 

 

 

 

 

Physical location of project site (give actual address when applicable

and Cities and/or County (ies) where project is located)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

State

Zip

 

Principal contact's telephone number

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Scheduled construction start date (MM/DD/YY)

 

 

 

Estimated completion date (MM/DD/YY)

 

 

 

 

 

I declare under penalty of perjury in the second degree that the statements made in this application are true and complete to the best of my knowledge.

Signature of the business owner, partner or corporate oficer

Title of corporate oficer

Date (MM/DD/YY)

(DO NOT WRITE BELOW THIS LINE)

Special notice

Contractors who have completed this application in the past, please note the following changes in procedure:

The Department will no longer issue individual Certiicates

of exemption to subcontractors. Only prime contractors will receive a Contractor's Exemption Certiicate on exempt projects.

Upon receipt of the Certiicate, the prime contractor should make a copy for each subcontractor involved in the project and complete it by illing in the subcontractor's name and address and signing it.

The original Certiicate should always be retained by the prime contractor. Copies of all Certiicates that the prime

contractor issued to subcontractors should be kept at the prime contractor's place of business for a minimum of three years and be available for inspection in the event of an

audit.

Once an 89# has been assigned to you, please use the next ive numbers following it for any applications submitted for future projects. This should be your permanent number. For instance, if you were assigned 89-12345-0001, every application submitted thereafter should contain 89-12345 on the application. The succeeding numbers will be issued by the Department of Revenue. do not enter what you believe to be the next in sequence as this may delay processing of your application.

File Specifics

Fact Name Fact Description
Purpose of the Form The DR 0172 form is used by contractors to apply for an exemption certificate. This certificate allows them to purchase construction and building materials for specific exempt projects.
Governing Law This form is governed by Colorado Revised Statutes § 39-26.708(1),(2),&(3), which outlines the rules for obtaining and using exemption certificates.
Subcontractor Policy Subcontractors cannot apply for their own exemption certificates. Instead, the prime contractor must issue certificates to each subcontractor involved in the project.
Application Requirements Applicants must attach copies of the contract or agreement page, including details like bid amount and signatures. Failure to complete all sections accurately may lead to denial of the application.

How to Use Dr 0172 Colorado

Filling out the DR 0172 form is an important step for contractors seeking an exemption certificate in Colorado. This form requires specific information about the contractor, the exempt organization, and the project details. Ensure that all information is accurate and complete to avoid delays or denials.

  1. Leave the Contractor/Account No. blank if filing for the first time.
  2. Enter the period of the contract in the format MM/YY-MM/YY.
  3. Provide the contractor's trade name or DBA.
  4. Fill in the owner, partner, or corporate officer's last name, first name, and middle initial.
  5. Complete the mailing address, including city, state, and zip code.
  6. Enter the contractor's email address.
  7. Provide the contractor's Federal Employer Identification Number (FEIN).
  8. State the bid amount for the contract.
  9. Fill in the fax number and business phone number.
  10. Include the Colorado withholding tax account number.
  11. Attach copies of the contract or agreement page that identifies the contracting parties, bid amount, type of work, and signatures.
  12. Enter the name of the exempt organization as shown on the contract.
  13. Provide the exempt organization's number (98) and address, including city, state, and zip code.
  14. List the principal contact at the exempt organization, including last name, first name, and middle initial.
  15. Fill in the physical location of the project site with the actual address.
  16. List the cities and/or counties where the project is located.
  17. Provide the principal contact's telephone number.
  18. Enter the scheduled construction start date in MM/DD/YY format.
  19. Enter the estimated completion date in MM/DD/YY format.
  20. Sign the application, declaring that the statements are true and complete to the best of your knowledge.
  21. Include the title of the corporate officer and the date of signing in MM/DD/YY format.

After completing the form, send it to the Colorado Department of Revenue. Remember to keep a copy of the exemption certificate for your records and for any subcontractors involved in the project. It’s essential to maintain these records for at least three years for potential audits.

Your Questions, Answered

What is the purpose of the DR 0172 Colorado form?

The DR 0172 form, known as the Contractor Application for Exemption Certificate, is used to apply for an exemption certificate in Colorado. This certificate allows contractors to purchase construction and building materials for specific exempt projects without paying sales tax. It is important to note that this exemption does not apply to the rental or purchase of equipment and supplies that do not become part of the final structure or public works.

Who is eligible to apply for the DR 0172 form?

Only prime contractors can apply for the DR 0172 form. Subcontractors are not issued exemption certificates directly by the Department of Revenue. Instead, it is the responsibility of the prime contractor to issue certificates to each subcontractor involved in the project. This ensures that the tax exemption applies correctly throughout the entire project.

What information is required to complete the DR 0172 form?

To complete the DR 0172 form, the following information is required:

  1. Contractor information, including trade name, owner’s name, mailing address, and contact details.
  2. Exemption information, including the name and address of the exempt organization, their exempt organization number, and the physical location of the project site.
  3. Details about the contract, such as the bid amount, scheduled construction start date, and estimated completion date.

Additionally, copies of the contract or agreement page must be attached, which should identify the contracting parties, bid amount, type of work, and signatures.

What happens if the DR 0172 form is not completed accurately?

If the DR 0172 form is not completed accurately, the application will be denied. It is crucial to ensure that all boxes are filled out correctly and that all required documentation is attached. Inaccuracies or missing information can lead to delays in processing or the rejection of the application. Therefore, careful attention to detail is essential when submitting this form.

Common mistakes

  1. Failing to provide complete contractor information. Ensure that all fields, such as trade name, owner's name, and contact details, are filled out accurately. Missing information can lead to delays or denials.

  2. Not attaching required documentation. Copies of the contract or agreement page must be included. This documentation should identify the contracting parties, bid amount, type of work, and signatures. Omitting these documents will result in rejection.

  3. Using an incorrect exemption organization number. Verify that the number provided matches the one on the contract. An incorrect number can invalidate your application.

  4. Neglecting to sign the application. The signature of the business owner, partner, or corporate officer is mandatory. Without a signature, the application will not be processed.

  5. Misunderstanding the role of subcontractors. Remember that subcontractors cannot apply for exemption certificates directly. Only prime contractors can issue certificates to their subcontractors. Ensure compliance with this rule to avoid complications.

Documents used along the form

The DR 0172 form is a crucial document used in Colorado for contractors seeking exemption certificates for specific construction projects. Along with this form, several other documents are often required to ensure compliance with state regulations. Below is a list of related forms and documents that may accompany the DR 0172 form.

  • Contract Agreement: This document outlines the terms and conditions between the contractor and the exempt organization. It typically includes details such as the scope of work, payment terms, and responsibilities of each party.
  • Subcontractor Exemption Certificate: While subcontractors cannot apply for their own exemption certificates, prime contractors must issue this document to each subcontractor involved in the project. It verifies that the subcontractor is working on an exempt project.
  • W-9 Form: This form is used to provide the contractor's taxpayer identification number to the exempt organization. It is essential for tax reporting purposes and ensures that the contractor is properly classified by the IRS.
  • Proof of Exempt Status: This document serves as evidence that the organization for which the project is being completed qualifies for tax-exempt status. It typically includes the organization's exemption number and may require supporting documentation.

These documents work together with the DR 0172 form to facilitate a smooth application process for contractors seeking exemption from sales tax on construction materials. Understanding the purpose of each document can help ensure compliance and avoid potential issues during audits or inspections.

Similar forms

The DR 0172 Colorado form is similar to the IRS Form W-9, which is used to request the Taxpayer Identification Number (TIN) and certification of a contractor or vendor. Both forms require detailed information about the individual or business applying for tax-related exemptions or benefits. The W-9 form is crucial for reporting income to the IRS, while the DR 0172 is essential for obtaining an exemption certificate for purchasing construction materials. Each form emphasizes the importance of accurate information, as errors can lead to denial or revocation of benefits.

Another comparable document is the IRS Form 1099-MISC, which reports payments made to independent contractors. Like the DR 0172, the 1099-MISC involves the collection of specific information about the contractor, including their name, address, and taxpayer identification number. Both forms serve to ensure compliance with tax regulations, but while the DR 0172 focuses on obtaining an exemption for materials, the 1099-MISC is used for reporting payments made for services rendered. Accuracy is paramount in both cases to avoid penalties.

The Certificate of Exemption (Form ST-2) used in various states also shares similarities with the DR 0172. This document allows certain purchasers to buy goods without paying sales tax, provided they meet specific criteria. Both forms require the applicant to provide information about the project or purpose for which the exemption is requested. The ST-2 form, however, may be used for a wider range of purchases beyond construction materials, whereas the DR 0172 is specifically tailored for construction-related exemptions.

Lastly, the Colorado Sales Tax Exemption Certificate (Form DR 0563) is another document akin to the DR 0172. This form allows organizations to purchase items without incurring sales tax if they qualify as exempt entities. Both forms necessitate the inclusion of identifying information about the exempt organization and details about the project or purchase. The DR 0172 is more focused on construction projects, while the DR 0563 can apply to various types of purchases. Compliance with the requirements of both forms is critical to ensure that the exemptions are valid and recognized by the state.

Dos and Don'ts

When filling out the DR 0172 Colorado form, it’s important to follow specific guidelines to ensure your application is processed smoothly. Here are some do's and don'ts to keep in mind:

  • Do fill in all required fields accurately.
  • Do attach copies of the contract or agreement page as specified.
  • Do use your assigned contractor/account number consistently for future applications.
  • Do keep copies of all certificates issued to subcontractors for at least three years.
  • Don't leave any boxes blank; incomplete applications will be denied.
  • Don't submit the form without verifying all information is correct.
  • Don't use the exemption certificate for purposes other than purchasing construction materials.
  • Don't enter a sequence number that you think is next; follow the assigned number format.

Misconceptions

There are several misconceptions surrounding the DR 0172 Colorado form. Understanding these can help ensure compliance and streamline the application process. Here are six common misunderstandings:

  • Subcontractors can apply for their own exemption certificates. This is incorrect. Only prime contractors receive exemption certificates. Subcontractors must obtain copies from the prime contractor.
  • All types of materials are covered by the exemption. The exemption only applies to construction and building materials for the specific project. Equipment and supplies not part of the structure are not included.
  • One exemption certificate is sufficient for multiple projects. Each project requires a separate exemption certificate. This ensures compliance with the specific details of each contract.
  • Filling out the form incorrectly is not a big deal. Inaccurate completion can lead to application denial. Attention to detail is essential when filling out all required fields.
  • Once issued, the exemption certificate does not need to be retained. The prime contractor must keep the original certificate and copies issued to subcontractors for a minimum of three years for audit purposes.
  • Past applications do not affect current submissions. Contractors must use their assigned number consistently for all future applications. Incorrect numbering can delay processing.

By clarifying these misconceptions, contractors can navigate the exemption process more effectively and avoid potential pitfalls.

Key takeaways

When filling out and using the DR 0172 Colorado form, there are several important points to consider:

  • Purpose of the Form: The DR 0172 form is specifically for applying for an exemption certificate to purchase construction and building materials for exempt projects.
  • Separate Certificates: A separate exemption certificate is required for each contract. Ensure that each project has its own application.
  • Subcontractor Responsibilities: Prime contractors are responsible for issuing certificates to subcontractors. Subcontractors will not receive individual certificates from the Department of Revenue.
  • Accurate Completion: All sections of the form must be accurately filled out. Incomplete forms will lead to denial of the application.
  • Record Keeping: Prime contractors must keep copies of all certificates issued to subcontractors for a minimum of three years for potential audits.

Following these guidelines will help ensure a smoother process when applying for and using the exemption certificate.