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DiZoglio outlines quarterly review plan to avoid future tax refund surprises

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Fresh out of a contentious debate with her Republican opponent, State Senator Diana DiZoglio over the weekend offered a fix for the state auditor’s office that she says would help avert a problem the Commonwealth is facing. currently facing.

“I’m fighting for a quarterly analysis instead of just one annual report on these issues,” she said. “Because the state auditor, along with other state financial watchdogs, meet quarterly with the comptroller’s office on the comptroller’s advisory board, my recommendation is that the advisory board, all quarters, examines the income coming into the state.”

DiZoglio appeared on television at least twice on Sunday. The morning began with a pre-recorded broadcast of a debate with Republican Anthony Amore and ended with an appearance on WCVB’s political show On The Record.

The Methuen State Senator told hosts Janet Wu and Ed Harding that the $3 billion in excess cash taken by the state in taxes last year, and now likely owed under General Laws Chapter 62F , could have been spotted sooner if the bureau ran the numbers more than once a year, which she said was “standard business practice.”

Last week, a handful of lawmakers signed a plan to change how 62F, passed in 1986, would return money to residents. The proposal would cap tax refunds at $6,500 and not structure them based on what a person had paid.

The law’s existence seemed to take lawmakers by surprise this summer, when its sudden reappearance led to the shelving of an economic development bill and talks of scrapping 62F altogether.

DiZoglio said her plan, if elected in November, would have identified the surplus well in advance, allowing lawmakers to better predict the need to reimburse taxpayers.

“If these things had been reviewed at these quarterly meetings, I think it would have been taken in time,” she said. “I think we need to take the work of the auditor’s office to the next level, and my recommendation is that instead of just doing it on an annual basis, which is now required by law, we make it a requirement that these things are discussed quarterly.

DiZoglio also said that if appointed as an auditor, she will begin her tenure with an audit of the MBTA, which she says has “literally caught fire.”

“There has been a huge lack of accountability and oversight,” she said. “I’m going to start with an MBTA security audit and make sure there’s accountability at all levels.”

Amore’s campaign, commenting after Sunday’s debate, said DiZoglio lacks the experience to run the office she seeks.

“She’s never done an audit or run a big organization,” campaign manager Mark Steffan told the Herald.