Welcome to the Montana Department of Revenue Forms Repository
Please use the search box below to filter the results on this page. If you are not able to find the form you need, please contact us for more assistance.
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E-filing is the fastest, most secure way to file your return. Whether you file using an approved software vendor or through our TransAction Portal (TAP), your return will be processed faster and more efficiently by filing online.
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Alcoholic Beverage Licenses
- State Trainer Application – Alcoholic Beverage Control
- Access Control System Notification (Form ACS)
- Additional Building or Structure Located at Golf Course Request
- Alcoholic Beverage Control Division Authorization to Disclose Tax Information (Form LIQ-AUTH)
- Alcoholic Beverages – Gambling Operator Combined On-Premises License Application (Form 5)
- Alcoholic Beverages Gambling Operator Short Form (Form 37-39)
- Alcoholic Beverage Licensing File and Information Request (Form LIQINFOREQ)
- Alcoholic Beverage License Lease Application (Form ABLL)
- Alteration Request (Form ALTRET)
- Alternating Proprietor on a Manufacturer’s Premises (Form AltProp)
- Alternative Delivery Arrangement (Form Alt-Del)
- Application to Add Catering Endorsement to All-Alcoholic Beverages License
- Application to Add Catering Endorsement to On-Premises Beer or Beer/Wine License (Form BBWL-CAT)
- Application for Montana Vendor Representative Permit (Form AVP-2)
- Beer and Wine License Application (Retail Off-Premises Consumption) (Form OFF-PREM)
- Beer Connoisseur’s License Application
- Beer Wholesaler and Table Wine Distributor License (Form WHOLAPP)
- Brewery Storage Depot License Application (Form BS-DEPOT)
- Business Statement (Form 30)
- Catering Event Request Local Law Enforcement Notification Form (Form LLC)
- Certified Survey Affidavit (Form SURVEY)
- Coborrower/Guarantor Payment Notification Form
- Concession Agreement Request (Form CON-AGREE)
- Contract Manufacturing Application
- Delivery Endorsement TAP
- Direct Shipment Endorsement Application (Form DSE)
- Domestic Brewery License (Form DBLA)
- Domestic Distillery License (Form MDLA)
- Domestic Distillery Storage Warehouse Application (Form DDWHAPP)
- Domestic Winery License (Form DWL)
- Fire code requirements and information (Form FIRELTR)
- Floor Plan (Form F-1)
- Foreign Brewer or Beer Importer License (Form FBLA) TAP
- Beer Wholesaler and Table Wine Distributor Sub-Warehouse License (Form SUBAPP)
- Gifting StatementDeparment of Justice
- Grocery Inventory (Form G-1)
- Importing Bulk Spirits for Manufacturing (Form ASA-1)
- Location Manager Application (Form 30A)
- Montana Application for Special Permit to Sell Table Wine (Form WINSPEC)
- Montana Foreign Winery or Importer Registration (Form FWIR) TAP
- Monthly Catering Report (Form CATERINGRPT) TAP
- Monthly Report of Beer Shipments into the State of Montana (Form BSM) TAP
- Monthly Report of Wine Shipments into the State of Montana (Form WSM) TAP
- Noncontiguous Alcoholic Beverage Storage Area Request (All Retail License Types)
- Nonprofit Arts Organization Beer and Table Wine License Application (Form NON-BTW)
- Nonuse Request/Resume Operations Instructions (Form NONUSE-REQ)
- Notice of Referral to the Office of Dispute Resolution – Alcoholic Beverage and Cannabis Appeals (Form AC-101)
- Out-of-State Winery License Application (Form OWAP) TAP
- Passenger Carrier License Application (Form PASCA)
- Personal/Criminal History Statement (Form 10)
- Pre-Stocking and Delivery to Accommodation Units Endorsement Form
- Promotional Agreement (Form PROMO)
- Proof Gallon Report (Form PGR)
- Public Airport All-Beverages License Application (Form AIRPORT)
- Reporting Form For A Non-Institutional Loan (Form Form-13) Department of Justice
- Request to Purchase Non-Beverage Ingredients Containing Alcohol (Form ASA)
- Resort Alternate Alcoholic Beverage Storage Facility Request
- Resort Determination (Form RESDET)
- Retail Sacramental Wine License Application
- Secured Party/Security Interest Form (Form SECURED)
- Special Permit Application to Sell Beer and Table Wine (Form SPECPERM)
- Standard Concession Agreement
- Standard Quotation & Specification Form
- Supplement to Application for Montana Vendor Representative Permit (Form SUPAVP-2)
- Sworn Statement that Products Over 8.75% Alcohol by Volume Meet Beer Requirements (Brewery or Beer Importer Application Supplement) (Form BEERSS)
- Temporary Operating Authority/Temporary Gambling Authority (Form TOA)
- Vendor Representative Renewal Application (Form VRRA) TAP
- Veterans’ Fraternal Organizations Special Permit Application (Form SPVETFR)
- Wine Amendment Application for On-Premises Beer License (Form WINAMD)
Alcoholic Beverage Taxes and Reporting
- Beer Connoisseur’s Semi-Annual Tax Report Return and Instructions (Form BCT)
- Beer Retailer Monthly Report For Purchases from a Brewery Located Outside of Montana (Form BET-2)
- Beer Wholesalers/Brewers Monthly Tax Return (Form BET) TAP
- Credit Form for Defective Merchandise/ Transportation Breakage/ Shortage (Form Credit-Form) TAP
- Credit Form for Out of Stock Sales Items
- Hard Cider Distributors/Brewers Tax Return (Form HCT)
- Hard Cider Retailer Monthly Report For Purchases from a Winery or Brewery Located Outside of Montana (Form HCT-2)
- Lapse Request (Form LCD 9)
- Quarterly Common Carrier Tax Report for Distilled Spirits Served In/Over Montana (Form LCT)
- Wine Distributors and Wineries Tax Return (Form WIT) TAP
- Wine Retailer Monthly Report For Purchases from a Winery Located Outside of Montana (Form WIT-2)
Appeals and Reviews
- Request for Informal Review (Form APLS101F)
- Request for Informal Review (Collections) (Form CB-1)
- Request for Informal Review for Centrally Assessed Companies (Form CAB-8)
- Request for Informal Classification and Appraisal Review (Form AB-26)
- Withdrawal Form for Informal Review or Appeal (Form AB-63)
- Property On-Site Review Authorization (Form AB-27)
- Notice of Referral to the Office of Dispute Resolution (Form APLS102F)
- Notice of Referral to the Office of Dispute Resolution (Collections) (Form CB-2)
- Notice of Referral to the Office of Dispute Resolution for Centrally Assessed Companies (Form CAB-9)
- Notice of Referral to the Office of Dispute Resolution – Alcoholic Beverage and Cannabis Appeals (Form AC-101)
- Property On-Site Review Authorization (Form AB-27)
- Montana Tax Appeal Board MTAB Website
Corporate Income Tax
- Montana Corporate Income Tax Return (Form CIT)
- Montana Form CIT Instructions
- Affidavit of Inactivity for Corporations, Partnerships and Disregarded Entities (Form INA-CT)TAP
- Montana Corporate Income Tax Payment Voucher (Form CT)
- Underpayment of Estimated Tax By Corporation (Form CIT-UT)
- Request for Tax Certificate (Form CR-T)
- Assumption of Montana Tax Liabilities (Form ATL)
- Extension of Statute of Limitations (Form ESL)
- Montana Department of Revenue Business Registration (Form GenReg)
- Nexus Questionnaire (Form NEXUS)
- Tax-Exempt Status Request Form (Form EXPT)
- Water’s Edge ElectionTAP
- Water’s Edge Election (Form WE-ELECT) Instructions for Filing in TAP
Collections and Levies
eStop Business Licenses
Fiduciaries, Estates, and Trusts
- Montana Income Tax Return for Estates and Trusts (Form FID-3)
- Montana Form FID-3 Income Tax Instructions for Estates and Trusts
- Montana Schedule K-1 (FID-3) – Beneficiary’s Share of Income (Loss), Deductions, Credits, etc.
- Montana Estate or Trust Tax Payment Voucher (Form FID)
- Net Operating Loss (Form NOL)
- Underpayment of Estimated Tax by Individuals, Estates and Trusts (Form EST-I)
- Application for Determination of Estate Tax (Form INH-4)
MEDIA Credit
- MEDIA Compensation Claim (Form MEDIA-Comp)
- MEDIA Credit Application (Form MEDIA-Credit)
- MEDIA Credit Claim Form (Form MEDIA-CLAIM)
- MEDIA Credit Transfer (Form MCT)
- MEDIA Credit Payment Voucher (Form MEDIA)
- MEDIA Credit Submission of Costs (Form MS-SOC)
- Loan-Out Withholding Certificate (Form LOWCERT)
Individual Income Tax
Before filing your Montana Individual Income Tax Return on paper, please see you electronic filing options. Filing online is a faster, more secured way to file your return.
- Montana Individual Income Tax Return (Form 2)
- Montana Individual Income Tax Return (Form 2) Instruction Booklet
- Enrolled Tribal Member Exempt Income Certification/Return (Form ETM)
- Montana Individual Income Tax Payment Voucher (Form IT)
- Net Operating Loss (Form NOL)
- Request for Tax Certificate (Form CR-T)
- Change of Address (Form ADD-CH)
- Prepaying Income Tax (Publication 1)
- Montana Department of Revenue Business Registration (Form GenReg)
Cannabis Control
- Applying for a New Medical Marijuana Card
- Business License Update Application
- Cannabis Tax Payment Voucher
- Canopy Organization Chart
- Cardholder Petition for Exception to Monthly Purchase Limits
- Privacy Act Statement and Consent to Fingerprint
- Fingerprint and Background Check Instruction
- Inspection Checklist
- Testing Lab User Guide
- Information Release Form
- METRC Access Request Form
- Physician’s Statement for Minors
- Physician’s Statement for a Debilitating Medical Condition
- Department Plan of Correction Response
- Property Owner Permission Form
- Quality Assurance Testing Protocols
- Referral to the Office of Dispute Resolution – Alcoholic Beverage Control and Cannabis Appeals (Form AC101)
- Regional Inspectors Contact Information
Mineral Royalty Withholding
Miscellaneous Tax Forms
- Emergency Lodging Credit (Form ELC)
- Infrastructure User Fee Credit (Form IUFC)
- Intermediate Care Facility Utilization Fee (Form ICFUF)
- Montana Business Registry Resale Certificate (Form Resale)
- Montana Department of Revenue Business Registration (Form GenReg)
- Telecommunications Service Exemption Certificate (Form TEC)
- Consumer Counsel Fee (Form CCT) TAP
- Emergency Telephone Service Fee (Form 911) TAP
- Hospital Facility Utilization Fee (Form HUF) TAP
- Lodging Facility Sales and Use Tax (Form LFT) TAP
- Nursing Facility Utilization Fee (Form NFBT) TAP
- Public Service Regulation Fee (Form PSR) TAP
- Rental Vehicle Sales And Use Tax Return (Form RVT) TAP
- Retail Telecommunication Excise Tax (Form RTE) TAP
- Telecommunications Service Fee (Form TDD) TAP
- Wholesale Energy Transaction Tax (Form WET) TAP
Natural Resource Tax
Natural Resources Returns, Reports, and Payments can be made in the TransAction Portal (TAP)
- Assessment of Gross Proceeds of Coal Mines (Form CGP) TAP
- Bentonite Production Tax (Form BEN) TAP
- Cement and Gypsum Producers License Tax (Form CGT) TAP
- Coal Severance Tax (Form CST) TAP
- Electricity and Electrical Energy License Tax (Form EEL) TAP
- Metalliferous Mines License Tax (Form MML) TAP
- Micaceous Mineral Mines License Tax (Form MMM) TAP
- Oil and Gas Production Tax Return TAP
- Resource Indemnity Trust Tax – Industrial Mineral Producers (Form RIT-1) TAP
- Resource Indemnity Trust Tax – Garnet, Quicklime, Talc and Vermiculite Producers (Form RIT-2) TAP
- Resource Indemnity Trust Tax – Metal Mines (Form RIT-3) TAP
- Resource Indemnity Trust Tax – Coal Producers (Form RIT-4) TAP
- Statement of Gross Proceeds of Metal Mines (Form MMG) TAP
- Statement of Net Proceeds of Mines (Form MMN) TAP
- Statement of Net Proceeds of Mines – Talc Producers Only (Form MMN-2) TAP
- Statement of Net Proceeds of Mines – Vermiculite Producers Only (Form MMN-3) TAP
- Statement of Net Proceeds of Mines – Garnet Producers Only (Form MMN-4) TAP
- Statement of Net Proceeds of Mines – Limestone Producers Only (Form MMN-5) TAP
Pass-Through Entities
- Montana Pass-Through Entity Tax Return (Form PTE)
- Montana Form PTE Instructions Booklet
- Montana Schedule K-1 for Pass-Through Entities (Form PTE, Schedule K-1)
- Affidavit of Inactivity for Corporations, Partnerships and Disregarded Entities (Form INA-CT)TAP
- Pass-Through Entity Owner Tax Agreement (Form PT-AGR)
- Request for Tax Certificate (Form CR-T)
- Nexus Questionnaire (Form NEXUS)
- Montana Department of Revenue Business Registration (Form GenReg)
- Montana Small Business Corporation Tax Payment Voucher (Form SB)
- Partnership E-File Waiver Request (Form PWR)
- Montana Partnership Tax Payment Voucher (Form PR)
- Montana Disregarded Entity Information Return (Form DER-1)
- Montana Disregarded Entity Tax Payment Voucher (Form DER)
Discontinued Forms
The Montana S-Corporation Information and Composite Tax Return (Form CLT-4S) and the Montana Partnership Informationa and Composite Tax Return (Form PR-1) were combined into the Montana Pass-Through Entity Tax Return (Form PTE) beginning in 2019.
The following forms are available for pass-through entities filing back-year returns.
Payment Options
Make a payment in the TransAction Portal (TAP)
- Montana ACH Credit Payment Registration (Form ETR)
- Medical Marijuana Provider Tax Payment Voucher
- Montana Corporate Tax Payment Voucher (Form CT)
- Montana Disregarded Entity Tax Payment Voucher (Form DER)
- Montana Estate and Trust Tax Payment Voucher (Form FID)
- Montana Individual Income Tax Payment Voucher (Form IT)
- Montana Mineral Royalty Withholding Tax Payment Voucher (Form RW-1)
- Montana Partnership Tax Payment Voucher (Form PR)
- Montana Small Business Corporation Tax Payment Voucher (Form SB)
- Montana Withholding Tax Payment Voucher (Form MW-1)
Property Exemptions and Abatements
- Montana Property Tax Rebate Form
- Abandoned Mobile Home Tax Exemption Application
- Agricultural Processing Facilities Exemption Application
- Air or Water Pollution Control and Carbon Capture Equipment Certification Application (Form CAB-2)
- Ammunition Manufacturing Tax Exemption Application (Form AB-30A)
- Application for Separate Assessment of Undivided Interest in Mining Claim Property (Form AB-8)
- Application for Tax Exemption and Tax Rate Reduction for Remodeling, Reconstruction, or Expansion of Existing Buildings or Structures
- Mobile Home Park Exclusion (Form MHPE)
- New or Expanding Industry Property Tax Abatement Application
- Property Tax Abatement Application for Manufacturing Machinery, Fixtures, and Equipment
- Property Tax Exemption Application
- Property Tax Exemption Application for Installation of an Alternative Energy System (Form AB-14)
- Purchase Incentive Rental Agreement Reporting Form (Form PIRA)
- Temporary Tribal Tax Exemption Application (Form AB-30T)
- Termination of New or Expanding Industry Property Tax Abatement
Property—Centrally Assessed
- Air or Water Pollution Control and Carbon Capture Equipment Certification Application (Form CAB-2)
- First Time Railroad Car Company Reporting Form (RCC-1, RCC-2, & RCC-3)
- TAP Railroad Car Company Reporting Form (RCC-2, & RCC-3)
- Railroad Car Company Time/Speed Studies (Form RCC-4)
- Railroad Car Reporting Codes
- Request for Informal Review for Centrally Assessed Companies (Form CAB-8)
- Notice of Referral to the Office of Dispute Resolution for Centrally Assessed Companies (Form CAB-9)
- Value-added Manufacturing Machinery Certification Application (Form CAB-4)
Property Classification and Appraisal
- Agricultural Land Classification Application (Form AB-3)
- Air or Water Pollution Control and Carbon Capture Equipment Certification Application (Form CAB-2)
- Application for Residential Appraisal of Property for Taxation Purposes (Form AB-23)
- Nonproductive, Patented Mining Claim Application (Form AB-13)
- Property On-Site Review Authorization (Form AB-27)
- Request for Informal Classification and Appraisal Review (Form AB-26)
- Request for Townhome Classification (Form AB-10)
- Qualified Data Center Application
- Withdrawal Form for Informal Review or Appeal (Form AB-63)
Property Ownership and Transfer
Property Reporting and Surveys
- Livestock Reporting Form
- Personal Property Reporting Form (Form PPRF) TAP
- Apartment Rental Income and Expense Survey (Form IE-AR)
- General Commercial Use Income and Expense Survey (Form IE-GEN)
- Golf Course Income and Expense Survey (Form IE-GOLF)
- Hotel or Motel Income and Expense Survey (Form IE-MO)
- Mini-Warehouse Income and Expense Survey (Form IE-MW)
- Mixed-Use Income and Expense Survey (Form IE-MU)
- Mobile Home Park or RV Park Income and Expense Survey (Form IE-MH)
- Senior Care Income and Expense Survey (Form IE-NH)
Property Tax Assistance
Security and Disclosure
- Power of Attorney Authorization to Disclose Information (Form POA)
- Request for Copies of Tax Information (Form RTI)
- Information Referral (Form STFIR)
- Request For Taxpayer Identification Number (TIN) Verification (Substitute Form W-9)
- Request for Nondisclosure of Property Record Information (Form AB-NonDisc)
Unclaimed Property
The fastest, easiest, and most secured way to find your unclaimed property is through our TransAction Portal (TAP).
- Report of Property Presumed Unclaimed (Form UCH-1)
- Payment Voucher for Unclaimed Property Multiple Holder Report
- Inventory Listing Sheet to Report Contents of Safe Deposit Boxes (Form UCH-2)
- Montana Unclaimed Property Holder Payment Voucher (Form UCH)
- NAUPA Holder Request for Reimbursement Unclaimed.org
Tax Deductions and Credits
- Application and Affidavit for Certification of Mineral and Coal Exploration Incentive Credits(Form MINE-CERT)
- Child and Dependent Care Expense Deduction (Form 2441-M)
- Jobs Growth Incentive Credit (JGI)
- Infrastructure User Fee Crdit (Form IUFC)
- Mobile Home Park Exclusion (Form MHPE)
- Montana Farm and Ranch Risk Management Account (Form FRM)
- Montana First-Time Home Buyer Savings Account (Form FTB)
- Montana Net Operating Loss (Form NOL)
- Qualified Endwoment Credit (Form QEC)
- Recycle Credit/Deduction (Form RCYL)
- Tax-Exempt Status Request Form for Income Taxes (Form EXPT)
- Trades Education and Training Credit (Form TETC)
- Veterans’ Program Contribution Credit and Deduction (Form VT)
The following credits have been discontinued but may still be eligible for carryforward.
- Alternative Energy Production Credit (Form APEC)
- Alternative Energy Systems Credit (Form ENRG-B)
- Alternative Fuel Credit (Form AFCR)
- Biodiesel Blending and Storage Credit (Form BBSC)
- College Contribution Credit (Form CC)
- Dependent Care Assistance Credits (Form DCAC)
- Elderly Care Credit (Form ECC)
- Emergency Lodging Credit (Form ELC)
- Energy Conservation Installation Credit (Form ENRG-C)
- Geothermal System Credit (Form ENRG-A)
- Health Insurance for Uninsured Montanans Credit (Form HI)
- Mineral and Coal Exploration Incentive Credit (Form MINE-CRED)
Tobacco and Nicotine
- Cigarette Tax (Form CT-205)
- Cigarette Tax Decals Order Form (Form CT-201)
- Exempted Sales Refund Application (Form CT-207)
- Insignias Refund Application (Form CT-203)
- Other Tobacco Products and Moist Snuff Tax Return (Form TP-101)TAP
- Tobacco Product Tax Credit for Returned Products (Form TP-103)
- Tobacco 21 Poster
Contractor’s Gross Receipts
Montana Business Tax Guide Public Contractor’s 1% Gross Receipts Tax
1% Contractor’s Gross Registration and Reporting are available in our TransAction Portal (TAP)
Wage Withholding
- Montana Withholding Tax Payment Voucher (Form MW-1)
- Montana Annual W-2 1099 Withholding Tax Reconciliation (Form MW-3)
- Montana Employee’s Withholding Allowance and Exemption Certificate (Form MW-4)
- Withholding Tax Guide with Tax Tables
- Montana Department of Revenue Business Registration (Form GenReg)
