Click Here to View the Entire Newsletter

Thanks to Skip Stout (Field Auditor IV) and Travis Griffin (OOS Field Auditor IV) for sharing their leadership stories during office hours! You can listen to their stories by viewing the recording of office hours.

The Tax Form Development Process is Underway


Thanks to Tax Policy, Research and Legislative Services, Forms and Development and all other departments and people involved in this process year after year. Your hard work does not go unnoticed!

WIG #3 Update: Enhance the Customer Experience


Specifically in the Taxation Division, there has been hard work in streamlining the Income Tax Forms. A firm draft has been released to the public. On June 29, a stakeholder meeting will be held to hear any feedback from the public.


The Office of Tax Policy will achieve their timeline of having the forms submitted to Forms and Development by Fiscal Year 22-23 end. Thank you, Ted Wiatr and Sarah Morgan, for all your hard work on this WIG!

Operational Review


During the next fiscal year, TPS will undergo an Operational Review of how the Division is providing our services in the Call Center. This review will help validate many conversations held with the General Assembly and will uncover opportunities to improve operations. We look forward to the eye-opening review and will share the results with you.

Field Audit Annual Training Week coming soon!


The 2023 Annual Training Week is September 11-15 at the Pierce office.

Click Here to View the Recording of June's Office Hours

Employee Advisory Council (EAC)


Elections were held for departing members and vacancies. Congratulations to Sara Copas from DMV DLO - Region 1 for her new position of EAC Chair!


Congratulations to Melanie Proulx in Accounting for her new position as EAC Secretary.


The new EAC Committee terms will start in July. Soon there will be another election to fill their previous positions as Vice Chair and Colorado Combined Campaign (CCC) Committee Chair. Serving on the EAC Committee is a great opportunity to view all the amazing tasks DOR is a part of throughout all Divisions. Positions are for two years.

Reminder: June Monthly Pay Day Change


Team members paid monthly will be paid on Monday, July 3, instead of Friday, June 30. Employees with questions or concerns about automatic deductions from their accounts must contact their banks and creditors directly. Pay dates for biweekly employees are not affected.


Read More Details on the Monthly News Board


July 3 - Governor's Holiday


Governor Polis declared Monday, July 3 a Governor’s Holiday. Have questions? Check out this comprehensive FAQ.

The overall winner of the Name the Newsletter Contest was:


Tax Talk!

Over 50 Tax Team Members submitted 120 name suggestions in the Name the Newsletter contest, which asked staff to offer names and then choose their favorite.


The new name and a redesign of the newsletter are in the works for a July reveal.


Honorable Mentions

With such a large number of submissions, there were a few that didn’t make the cut to the voting round. Many of those submissions gave us a good laugh and we want to share 10 honorable mention name submissions with you.

  • Tax "R" Us
  • Line Items
  • For Tax's Sake
  • Audit & A Bag of Chips
  • Giving Tax Credit(s)


  • Nuggets For Nerds
  • In-Tax-Icated
  • What's not to TAX about?
  • Let's Get Fiscal
  • Taxation Buzz


Congratulations to Sarah Roberts, Field Auditor IV!

Sarah started her career in Field Audit as an auditor in 2008 and now manages auditors in Denver, California and Texas. She earned a master’s degree in Taxation and is a Certified Public Accountant. Sarah’s knowledge of corporate income tax is extensive. She leads the Field Audit income tax SME team and is a respected authority in Field Audit and the Taxation group. 


Sarah is also the Multistate Tax Commission audit liaison. She nominates audit candidates for the MTC, reviews MTC audits and participates in MTC seminars and meetings. 


Additionally, Sarah is Field Audit’s home-rule liaison. In this role, she responds to questions from local jurisdictions about tax matters and ensures MOU agreements with the jurisdictions remain current.


The world of corporate income tax is ever-changing, and Sarah has a genuine desire to continue to learn and share her knowledge. Leveraging her advanced corporate income tax knowledge, she conducts a weeklong annual corporate income tax audit training which is well received by the entire Field Audit staff.


Sarah is often called upon to assist with difficult income tax issues and is always willing to help. A few years ago, Sarah had to work with the AG’s and DOR leadership team on a high-profile audit and was uniformly praised by everyone involved for her outstanding work.


Sarah represents the Field Audit section and the Department of Revenue positively and professionally. She holds herself and her group to high standards, and treats everyone with kindness and respect. She is committed to advancing the Section and Department goals and is a role model for our staff.


Sarah embodies DOR's Core Values through her dedication and exceptional contributions to Field Audit and the Department. We are proud to have her on our team and grateful for her hard work.


Outside of work, Sarah enjoys hanging out with her husband, dogs, and cats, growing flowers, crocheting amigurumis, playing video games and reading. 

Greetings from Tax Policy! Below you will find hyperlinks to access each of our separate newsletters for June:

Excise Tax
Sales & Use Taxes
Corporate Income Tax
Individual Income Tax

Please feel free to contact our office at DOR_TaxPolicy@state.co.us if you have any questions about our rules, publications, or other projects.

LIST

In June, LIST kicked off the Form Review Season. We are currently reviewing 90 forms for legislative or annual changes. We are working diligently to collaborate with other Taxation teams, update forms quickly, and communicate important changes across the department.


Business Data Security


Congratulations to Bessie Catro-Zepeda for her 15-year work anniversary! Bessie joined CDOR in 2008, working in the field audit section. Bessie’s attention to detail and ability to identify gaps and risks positioned her to become CDOR'S IRS liaison in 2011. Later on, she took on her current role, in 2013, as the Taxation Division’s data security manager, where she highlights Department values of accountability and teamwork. She is a tremendous source of knowledge and willing to pick up all sorts of additional “other duties as assigned.”


June's security tip from Bessie's dog LuLu:

Need to report a security-related event? You can report anonymously* via the R&LS Tax Data Security intranet site or by emailing: dor_internalaudit@state.co.us, dor_disclosureofficer@state.co.us and dor_gentaxsecurity@state.co.us.


*While we review all reports and investigate as much as possible, reporting anonymously prevents us from following up with you to ask questions and obtain detail. Please provide as much detail as possible, or consider allowing us to follow up with you.


Did you know that Taxation has GenTax Security and Federal Data Toolboxes? Visit the R&LS Tax Data Security intranet site for more information.



The Tax Education & Training Team has been particularly busy in June. In addition to our regular Sales Tax Training Webinar (which saw 71 attendees), we recently created a brand new training video for taxpayers, “How to Make a Payment Using Direct Debit on Revenue Online.” This video was designed to assist taxpayers in transitioning easily to making payments via Revenue Online Direct Debit now that EFT via PayConnexion is sunsetting. We encourage you to share this training video when the topic comes up. Shout-out to our very own Jane Ferdig for making this video happen.


Speaking of our Team Members, Debi Wilson and Michele Frey (both familiar faces) joined our team in June as Training Specialists IV and III, respectively. We are absolutely thrilled to work with these skilled, creative, and experienced tax professionals and add their talents and experience to our team. Welcome, Michele and Debi!


Finally, as we move into July, we want to announce that our next Sales Tax Webinar will be at 9 a.m. July 11. Our webinar is designed for all Colorado businesses, business tax professionals, and entities doing business in Colorado. We will provide a detailed introduction to sales tax, licensing, filing, and remittance requirements, as well as several live demonstrations - including how to navigate Tax.Colorado.gov, and how to file sales tax through Revenue Online.


This webinar is offered online via Zoom and is completely FREE to attend, so please mention it to anybody inside or outside the Department who would benefit from attending. As always, feel free to reach out to us at DOR_TaxTraining@state.co.us if you have any questions or ideas to improve our projects, webinars, or training initiatives.

Bryant Kosanovich, Analyst III

What is your position and how long have you been with Taxation?

I am one of two GIS Analyst IIIs with the Department. I’ve been in Taxation for the entire time I’ve worked for the State of Colorado, which will be six years this August. 


What do you like to do in your free time?

I love to work around my house and I’m somewhat handy, so I really enjoy anything where I can work with my hands, from wood projects to gardening. This year I’m pretty into dahlias, roses, and begonia. (Pictured to the right: Rosie).


What's your favorite TV Show (or book)?

In general? The Golden Girls.


The show was very ahead of its time, and in many ways, it still is. In my opinion, the show is partly based on the belief that most people are good people and that most people are very accepting of most other people; despite personal, cultural and economic differences, etc. They also believed that a lot of middle-class America would make great participants in conversations about sensitive social issues. Still, those folks felt they lacked the vocabulary and, therefore the confidence to talk about those social issues in the show (and of the era). In other words, the show gave many working-class folks the tools to talk about all kinds of social issues in a constructive, informative way - welcoming them into the conversation, as it were. Though most importantly, they did this all while being really, really funny.


Schitts Creek is a fantastic modern example of this same kind of show - I highly recommend both.


What is your favorite place to get away in Colorado and why?

Honestly? Just to my backyard!


What's the best thing about working for Taxation?

This is a big question that deserves a big response, so hang in there.


For me, the best thing about working for Taxation (and the Department as a whole) is that I absolutely love and am continually impressed by the diversity of its staff. A little background info from me, before I worked for the Department, I used to work in the oil and gas industry (I’m actually a geologist, believe it or not) and it’s a highly monochromatic “boys club.” It’s gotten better in recent years, but they’re still a decade behind, at least. And trust me, this isn’t some generic, canned, Millennial/beauty pageant response to the question. There are tangible, measurable ramifications of having a narrow roster to staff any company/team, and that industry, in particular, is still paying the price today for not pushing diversity standards within its ranks.


Albert Einstein usually gets credit for the phrase, “Insanity is doing the same thing over and over and expecting different results." So I think about it like this; instead of the "same thing," what if you have the "same people" and then for example, some huge, massive problem comes along. Oh, I don’t know, like a global pandemic caused by a deadly and highly contagious virus - are you going to want to hear the same solution to the problems the pandemic caused over and over again? Absolutely not.


Suffice to say, a diverse staff isn’t just an HR stunt, or the politically correct, "in" thing, or whatever the kids are doing these days; a diverse staff is the only way you will ever be provided answers that have the breadth and depth needed to address exceedingly difficult problems. The exceptional diversity I’ve seen at the State, which exceeds anywhere I’ve worked by a country mile, is the most valuable resource the section/Department has. Reciprocally, it's my favorite part about working for the section/Department.


Anyone with a hand in hiring should be very proud of themselves, which needs to be mentioned. And even if you aren't in a position with hiring responsibilities; perspective is everything and only through diversity in the people surrounding you will you ever find answers to questions that you don’t have the answer to.


Introducing Joanne Jamieson's (Tax Examiner III) Lab Mix, Holly!


"We rescued her in October 2020 after losing our beloved St. Bernards. She came to us from the Colorado Animal Care Foundation in Elizabeth. They received her from a Kill Shelter in Amarillo, Texas. Holly and her siblings were left in a box at the doorstep of this shelter. After a clean bill of health, they shipped the litter here.

Holly loves her frisbee more than any other toy that she owns. We can not go past the park without her whining to go and play. She is super smart and guides my visually impaired husband on walks to play. We did not teach her this, she just picked up that he had a hard time seeing. She loves cuddle time and swimming in the lake when we go camping."

To Submit Your Furry Accountant, Email DOR_TaxInfoEmail@state.co.us

Promotions

Congrats to those who were recently promoted:


  • Aurora Melnyk - Tax Examiner II (Call Center)
  • Alex Thomas - Tax Examiner II (Call Center)
  • Caitlyn Hayner - Analyst III (STAS)
  • Deborah Wilson - Training Specialist IV
  • Michele Frey - Training Specialist III


New Hires

Congrats to all who were recently hired:


TPS: Call Center

  • Trudy Carra-deSalero - Tax Solution Representative (Agency Temp to Permanent)
  • Lorrena Rael - Tax Examiner I (Temporary Aide)


TAC: Compliance & Criminal Tax

  • Michelle Obadia - Tax Compliance Agent Intern
  • Seema Khot - Tax Compliance Agent Intern (Transfer)



Super Serious Tax Question


How long do leftovers have to be in your fridge before you can claim them as dependents?

Is a hotdog a sandwich?
Yes
No

Submissions: If you'd like an event or article featured, email DOR_TaxInfoEmail@state.co.us with the details and we'll do our best to publish it in the next newsletter.

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