{"id":2321,"date":"2020-10-26T12:54:52","date_gmt":"2020-10-26T18:54:52","guid":{"rendered":"https:\/\/www.tax.newmexico.gov\/governments\/?page_id=2321"},"modified":"2025-09-17T11:32:53","modified_gmt":"2025-09-17T17:32:53","slug":"request-for-tax-reports","status":"publish","type":"page","link":"https:\/\/www.tax.newmexico.gov\/governments\/request-for-tax-reports\/","title":{"rendered":"Request for Tax Reports"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_repeat=”round” custom_margin=”0px||||false|false” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_stops=”#ffffff 0%|#dedede 100%” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#dedede ” custom_margin=”0px||||false|false” custom_padding=”4px||4px||true|false” background_color_gradient_stops_tablet=”#ffffff 0%|#dedede 100%” background_color_gradient_stops_phone=”#ffffff 0%|#dedede 100%” border_width_all=”1px” border_color_all=”#c9c9c9″ global_module=”210″ saved_tabs=”all” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_dmb_breadcrumbs font_icon=”%%20%%” home_icon=”%%236%%” use_home_text=”on” home_text=”Governments” use_home_url=”on” home_url=”\/governments\/governments\/” _builder_version=”4.16″ _module_preset=”default” body_text_color=”#282728″ separator_text_color=”#282728″ link_text_color=”#000000″ custom_padding=”0px||0px|15px|false|false” global_colors_info=”{}”][\/et_pb_dmb_breadcrumbs][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Explore Section & Events” use_icon=”on” font_icon=”||divi||400″ _builder_version=”4.13.0″ _module_preset=”7b5e95ba-231a-438c-8dd9-6676746c29e6″ global_module=”4523″ global_colors_info=”{}”][\/et_pb_blurb][et_pb_sidebar area=”et_pb_widget_area_4″ _builder_version=”4.7.1″ _module_preset=”50d7f88b-470d-49c8-b370-96c4a9bca4df” global_module=”2343″ saved_tabs=”all” global_colors_info=”{}”][\/et_pb_sidebar][\/et_pb_column][et_pb_column type=”3_4″ specialty_columns=”3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.16″ _module_preset=”default” background_color=”#ffffff” custom_padding=”|20px||20px|false|false” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”3_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title meta=”off” _builder_version=”4.16″ _module_preset=”default” title_font=”|300|||||||” title_font_size=”50px” title_letter_spacing=”-3px” global_colors_info=”{}”][\/et_pb_post_title][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

The Taxation and Revenue Department (Department) may, upon request, provide certain Reports to municipalities and counties.<\/span><\/h2>\n

The Department provides Reports to municipalities and counties pursuant to NMSA 1978, Section 7-1-8.9.\u00a0 Because the Reports contain confidential taxpayer information, the Department \u00a0will only provide\u00a0 the Reports after a municipality or county has executed a Confidentiality Agreement and the personnel who will review the Reports have undergone confidentiality training.<\/span><\/p>\n

The Confidentiality Agreement is available at\u00a0CONFIDENTIALITY AGREEMENT<\/a><\/strong><\/span><\/p>\n

The Confidentiality Training is available at\u00a0CONFIDENTIALITY TRAINING<\/a><\/strong><\/span><\/p>\n

It is the responsibility of the municipality or county to designate the authorized personnel, and to ensure that all authorized personnel have completed and remain current in their confidentiality training.<\/span><\/p>\n

Once the Confidentiality Agreement is executed and the personnel have completed the confidentiality training, a Report may be requested from the Department by use of this form:<\/span><\/p>\n

REQUEST FOR RECORDS<\/a><\/strong><\/p>\n

There are four different Reports that may be requested by a municipality or county pursuant to NMSA 1978, Section 7-1-8.9:<\/span><\/p>\n

    \n
  1. 455 – GRT Filers by Location<\/em>\u00a0is designed to aid your municipality or county in the self-monitoring of gross receipts taxpayers are reporting within your geographic\u00a0jurisdiction455<\/em>\u00a0– GRT Filers by Location<\/em>\u00a0lists all taxpayers which have reported all or part of their gross receipts in your jurisdiction during the time period indicated on the report.\u00a0 A municipality may request this Report pursuant to Section 7-1-8.9(A)(1)(a), and a county may request this Report pursuant to Section 7-1-8.9(A)(2)(a). A more detailed description of the\u00a0455 – GRT Filers by\u00a0<\/em>Location is available at\u00a0455 Report Description<\/a><\/strong><\/span><\/li>\n
  2. The\u00a0Monthly Local Government GRT Payer Range<\/em>\u00a0report\u00a0is designed to show your municipality or county a \u201crange\u201d\u00a0<\/span>of the gross receipts paid by the taxpayer that is distributed to each location tax option within your geographic jurisdiction<\/span>.\u00a0 A municipality may request this Report pursuant to Section 7-1-8.9(A)(1)(b), and a county may request this Report pursuant to Section 7-1-8.9(A)(2)(b). A more detailed description of the\u00a0Monthly Local Government GRT Payer Range\u00a0<\/em>is available at\u00a0Range report Description<\/a><\/strong><\/span><\/li>\n
  3. The \u201cFiler Verification Report\u201d allows a municipality or county to furnish to the Department a list of businesses from your geographic jurisdiction, and have the Department verify whether these businesses have reported gross receipts to the Department but have not reported gross receipts within the proper geographic jurisdiction.\u00a0 A municipality may request this report pursuant to Section 7-1-8.9(A)(1)(c), and a county may request this report pursuant to Section 7-1-8.9(A)(2)(c) or (d). For more information on the\u00a0Filer Verification Report<\/em>, please contact David Monteith.<\/span><\/li>\n
  4. The\u00a0Distribution Increase or Decrease Report<\/em>\u00a0is intended to allow a municipality or county to verify the amount of distribution or transfer it received pursuant to Section 7-1-6.15.\u00a0 A municipality or county may request this Report pursuant to Section 7-1-8.9(A)(3). A more detailed description of the\u00a0Distribution Increase or Decrease Report<\/em>\u00a0<\/em>is available at\u00a0Distribution Increase\/Decrease Report Description<\/a>\u00a0<\/strong>NOTE: This Report is subject to additional confidentiality requirements; please contact David Monteith for more information.<\/span><\/li>\n<\/ol>\n

    Reports requested pursuant to the above procedure are\u00a0confidential taxpayer information<\/strong>; thus, local government recipients are bound by the restrictions imposed by Section 7-1-8\u00a0et seq.<\/em>, which is the Department\u2019s \u201cconfidentiality statute\u201d.\u00a0 Section 7-1-8 prohibits the Department from disclosing information contained in taxpayer returns, except as expressly provided. In accordance with Section 7-1-8.9, the information in the Reports cannot be disclosed by any local government recipient, except as specifically provided by law.\u00a0The unauthorized release of taxpayer information to anyone may subject you to a fine of $1,000 and\/or 1-year imprisonment pursuant to Section 7-1-76 NMSA 1978.<\/strong><\/span><\/p>\n

    The Department\u2019s contact person is David Monteith, Local Government Liaison, who can be reached at: (505) 827-2588 or\u00a0tax.localgov@state.nm.us<\/a><\/span><\/strong><\/p>\n

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    The Taxation and Revenue Department (Department) may, upon request, provide certain Reports to municipalities and counties. The Department provides Reports to municipalities and counties pursuant to NMSA 1978, Section 7-1-8.9.\u00a0 Because the Reports contain confidential taxpayer information, the Department \u00a0will only provide\u00a0 the Reports after a municipality or county has executed a Confidentiality Agreement and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-2321","page","type-page","status-publish","hentry"],"yoast_head":"\nRequest for Tax Reports : Governments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.tax.newmexico.gov\/governments\/request-for-tax-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Request for Tax Reports : Governments\" \/>\n<meta property=\"og:description\" content=\"The Taxation and Revenue Department (Department) may, upon request, provide certain Reports to municipalities and counties. 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