Welcome to the Montana Department of Revenue Forms Repository
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Alphabetical List of Forms by Form Name
- 1% Contractor’s Gross Receipts Application for Refund of Personal Property Taxes and Motor Vehicle Fees Paid (Form CGR-3)TAP
- 1% Contractor’s Gross Receipts Contract Award Registration (Form CGR-1)TAP
- 1% Contractor’s Gross Receipts Gross Receipts Withholding Return (Form CGR-2)TAP
- Abandoned Mobile Home Tax Exemption Application
- Access Control System Notification (Form ACS)
- Affidavit of Inactivity for Corporations
- Affidavit of One and the Same (Form AOS)
- Agricultural Land Classification Application (Form AB-3)
- Agricultural Processing Facilities Exemption Application
- Air or Water Pollution Control and Carbon Capture Equipment Certification Application (Form CAB-2)
- Alcoholic Beverage Control Division Authorization to Disclose Tax Information (Form LIQ-AUTH)
- Alcoholic Beverage License Lease Application (Form ABLL)
- Alcoholic Beverages – Gambling Operator Combined On-Premises License Application (Form 5)
- Alcoholic Beverages Gambling Operator Short Form (Form 37-39)
- Alteration Request (Form ALTRET)
- Alternating Proprietor on a Manufacturer’s Premises (Form AltProp)
- Alternative Delivery Arrangement (Form Alt-Del)
- Alternative Energy Production Credit (Form AEPC)
- Alternative Energy System Credit (Form ENRG-B)
- Alternative Fuel Credit (Form AFCR)
- Ammunition Manufacturing Tax Exemption Application (Form AB-30A)
- Apartment Rental Income and Expense Survey (Form IE-AR)
- Application and Affidavit for Certification and Approval of Mineral and Coal Exploration Incentive Credits (Form MINE-CERT)
- Application for Determination of Estate Tax (Form INH-4)
- Application for Montana Vendor Representative Permit (Form AVP-2)
- Application for Residential Appraisal of Property for Taxation Purposes (Form AB-23)
- 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
- 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 to be Considered a Research and Development Firm (Form RDF-CT)
- Assessment of Gross Proceeds of Coal Mines (Form CGP)TAP
- Assumption of Montana Tax Liabilities (Form ATL)
- Beer and Wine License Application (Retail Off-Premises Consumption) (Form OFF-PREM)
- Beer Connoisseur’s License Application
- 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 Wholesaler and Table Wine Distributor License (Form WHOLAPP)
- Beer Wholesaler and Table Wine Distributor Sub-Warehouse License (Form SUBAPP)
- Beer Wholesalers/Brewers Monthly Tax Return (Form BET)TAP
- Bentonite Production Tax (Form BEN)TAP
- Biodiesel Blending and Storage Credit (Form BBSC)
- Brewery Storage Depot License Application (Form BS-DEPOT)
- Business Statement (Form 30)
- Canopy Organization Chart
- Cannabis Tax Payment Voucher
- Cardholder Petition for Exception to Monthly Purchase Limits
- Catering Event Request Local Law Enforcement Notification Form (Form LLC)
- Cement and Gypsum Producers License Tax (Form CGT)TAP
- Certified Survey Affidavit (Form SURVEY)
- Change of Address (Form ADD-CH)
- Child and Dependent Care Expense Deduction (Form 2441-M)
- Cigarette Tax (Form CT-205)
- Cigarette Tax Decals Order Form (Form CT-201)
- Coal Severance Tax (Form CST)TAP
- Coborrower/Guarantor Payment Notification Form
- College Contribution Credit (Form CC)
- Concession Agreement Request (Form CON-AGREE)
- Consumer Counsel Fee (Form CCT)TAP
- Contract Manufacturing Application
- Credit Form for Defective Merchandise/ Transportation Breakage/ Shortage (Form Credit-Form)TAP
- Credit Form for Out of Stock Sales Items
- Decedent’s Family History
- Deficiency Report – Plan of Correction
- Delivery Endorsement TAP
- Department Plan of Correction Response
- Dependent Care Assistance Credits (Form DCAC)
- 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)
- Elderly Care Credit (Form ECC)
- Electricity and Electrical Energy License Tax (Form EEL)TAP
- Emergency Lodging Credit (Form ELC)
- Emergency Telephone Service Fee (Form 911)TAP
- Energy Conservation Installation Credit (Form ENRG-C)
- Enrolled Tribal Member Exempt Income Certification/Return (Form ETM)
- eStop Business Licenses Guide
- eStop Business Licenses Master Application and Online Service (Form MA)
- Exempted Sales Refund Application (Form CT-207)
- Extension of Statute of Limitations (Form ESL)
- Find Unclaimed Property in the TransAction Portal TAP
- Fingerprint and Background Check Instruction
- Fire code requirements and information (Form FIRELTR)
- Floor Plan (Form F-1)
- Foreign Brewer or Beer Importer License (Form FBLA)TAP
- Garnishment Formula for Wage Levy
- General Commercial Use Income and Expense Survey (Form IE-GEN)
- Geothermal System Credit (Form ENRG-A)
- Gifting StatementDoJ Website
- Golf Course Income and Expense Survey (Form IE-GOLF)
- Gray Water System Application for Tax Abatement (Form AB-74)
- Grocery Inventory (Form G-1)
- 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)
- Health Insurance for Uninsured Montanans Credit (Form HI)
- Hospital Facility Utilization Fee (Form HUF)TAP
- Hotel or Motel Income and Expense Survey (Form IE-MO)
- Importing Bulk Spirits for Manufacturing (Form ASA-1)
- Information Referral (Form STFIR)
- Information Release Form
- Infrastructure User Fee Credit (Form IUFC)
- Insignias Refund Application (Form CT-203)
- Inspection Checklist
- Intermediate Care Facility Utilization Fee (Form ICFUF)
- Inventory Listing Sheet to Report Contents of Safe Deposit Boxes (Form UCH-2)
- Land Value Property Tax Assistance for Residential Property (Form LVPTARP)
- Lapse Request (LCD 9)
- Law Enforcement Access Request Form
- Livestock Reporting Form
- Loan-Out Withholding Certificate (Form LOWCERT)
- Location Manager Application (Form 30A)
- Lodging Facility Sales and Use Tax (Form LFT)TAP
- Make a payment in the TransAction Portal (TAP)
- MEDIA Compensation Claim (Form MEDIA-Comp)
- MEDIA Credit Application (Form MEDIA-Credit)
- MEDIA Credit Claim Form (Form MEDIA-CLAIM)
- MEDIA Credit Payment Voucher (Form MEDIA)
- MEDIA Credit Transfer (Form MCT)
- Medical Marijuana Provider Tax Return TAP
- Medical Marijuana Tax Payment Voucher
- Metalliferous Mines License Tax (Form MML)TAP
- Micaceous Mineral Mines License Tax (Form MMM)TAP
- Mineral and Coal Exploration Incentive Credit (Form MINE-CRED)
- Mineral Royalty Withholding Tax Guide
- Mini-Warehouse Income and Expense Survey (Form IE-MW)
- Mixed-Use Income and Expense Survey (Form IE-MU)
- Mobile Home Park Exclusion (Form MHPE)
- Mobile Home Park or RV Park Income and Expense Survey (Form IE-MH)
- Montana ACH Credit Payment Registration (Form ETR)
- Montana Annual Mineral Royalty Withholding Tax Reconciliation (Form RW-3)
- Montana Annual W-2 1099 Withholding Tax Reconciliation (Form MW-3)
- Montana Application for Special Permit to Sell Table Wine (Form WINSPEC)
- Montana Business Registry Resale Certificate (Form Resale)
- Montana Business Tax Guide Public Contractor’s 1% Gross Receipts Tax
- Montana Corporate Income Tax Payment Voucher (Form CT)
- Montana Corporate Income Tax Return (Form CIT)
- Montana Corporate Tax Payment Voucher (Form CT)
- Montana Department of Revenue Business Registration (Form GenReg)
- Montana Disabled Veteran (MDV) Property Tax Relief Application (Form MDV)
- Montana Disregarded Entity Information Return (Form DER-1)
- Montana Disregarded Entity Tax Payment Voucher (Form DER)
- Montana Disregarded Entity Tax Payment Voucher (Form DER)
- Montana Employee’s Withholding Allowance and Exemption Certificate (Form MW-4)
- Montana Estate and Trust Tax Payment Voucher (Form FID)
- Montana Estate or Trust Tax Payment Voucher (Form FID)
- Montana Farm and Ranch Risk Management Account (Form FRM)
- Montana First-time Home Buyer Savings Account (Form FTB)
- Montana Foreign Winery or Importer Registration (Form FWIR)TAP
- Montana Form CIT Instructions
- Montana Form CLT-4S Small Business Corporation Booklet
- Montana Form FID-3 Income Tax Instructions for Estates and Trusts
- Montana Form PR-1 Partnership Booklet (Form PR-1-Instructions)
- Montana Form PTE Instructions Booklet
- Montana Income Tax Return for Estates and Trusts (Form FID-3)
- Montana Individual Income Tax Payment Voucher (Form IT)
- Montana Individual Income Tax Return (Form 2)
- Montana Individual Income Tax Return (Form 2) Instruction Booklet
- Montana Mineral Royalty Withholding Tax Payment Voucher (Form RW-1)
- Montana Net Operating Loss (Form NOL)
- Montana Partnership Information and Composite Tax Return (Form PR-1)
- Montana Partnership Tax Payment Voucher (Form PR)
- Montana Partnership Tax Payment Voucher (Form PR)
- Montana Pass-Through Entity Tax Return (Form PTE)
- Montana S Corporation Information and Composite Tax Return (Form CLT-4S)
- Montana Schedule K-1 (FID-3) – Beneficiary’s Share of Income (Loss)
- Montana Schedule K-1 for Pass-Through Entities (Form PTE
- Montana Small Business Corporation Tax Payment Voucher (Form SB)
- Montana Tax Appeal Board MTAB Website
- Montana Unclaimed Property Holder Payment Voucher (Form UCH)
- Montana Withholding Tax Payment Voucher (Form MW-1)
- 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
- Natural Disaster Application (Form AB-25)
- NAUPA Holder Request for Reimbursement Unclaimed.org
- New or Expanding Industry Classification Application (Form CAB-1)
- Nexus Questionnaire (Form NEXUS)
- Noncontiguous Alcoholic Beverage Storage Area Request (All Retail License Types)
- Nonproductive, Patented Mining Claim Application (Form AB-13)
- 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 (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)
- Nursing Facility Utilization Fee (Form NFBT)TAP
- Oil and Gas Production Tax Return
- Other Tobacco Products and Moist Snuff Tax Return (Form TP-101)TAP
- Out-of-State Winery License Application (Form OWAP)TAP
- Ownership Change Request for a Pre-1977 Mobile Home (Form AB-38)
- Partnership E-File Waiver Request (Form PWR)
- Passenger Carrier License Application (Form PASCA)
- Pass-Through Entity Owner Tax Agreement (Form PT-AGR)
- Payment Voucher for Unclaimed Property Multiple Holder Report
- Person of Interest Entity Disclosure Form
- Personal Property Reporting Form (Form PPRF)TAP
- Personal/Criminal History Statement (Form 10)
- Physician’s Statement for a Debilitating Medical Condition
- Physician’s Statement for Minors
- Power of Attorney Authorization to Disclose Information (Form POA)
- Pre-Stocking and Delivery to Accommodation Units Endorsement Form
- Prepaying Income Tax (Publication 1)
- Privacy Act Statement and Consent to Fingerprint
- Proof Gallon Report (Form PGR)
- Property On-Site Review Authorization (Form AB-27)
- Property Owner Permission From
- Property Tax Assistance Program (PTAP) Application (Form PTAP)
- Property Tax Exemption Application
- Property Tax Exemption Application for Installation of an Alternative Energy System (Form AB-14)
- Public Airport All-Beverages License Application (Form AIRPORT)
- Public Service Regulation Fee (Form PSR)TAP
- Purchase Incentive Rental Agreement Reporting Form (Form PIRA)
- Qualified Endowment Credit (Form QEC)
- Quality Assurance Testing Protocols
- Quarterly Common Carrier Tax Report for Distilled Spirits Served In/Over Montana (Form LCT)
- Questions for each Person of Interest
- Railroad Car Company Annual Reporting Form (RCC-1
- Railroad Car Company Time/Speed Studies (Form RCC-4)
- Railroad Car Reporting Codes
- Realty Transfer Certificate (Form RTC)
- Recycle Credit/Deduction (Form RCYL)
- Referral to the Office of Dispute REsolution – Alcoholic Beverage and Cannabis Appeals (Form AC-101)
- Regional Inspectors Contact Information
- Rental Vehicle Sales And Use Tax Return (Form RVT)TAP
- Report of Property Presumed Unclaimed (Form UCH-1)
- Reporting Form For A Non-Institutional Loan (Form Form-13)Department of Justice
- Request for Copies of Tax Information (Form RTI)
- Request for Informal Classification and Appraisal Review (Form AB-26)
- 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 Nondisclosure of Property Record Information (Form AB-NonDisc)
- Request for Tax Certificate (Form CR-T)
- Request For Taxpayer Identification Number (TIN) Verification (Substitute Form W-9)
- Request for Townhome Classification (Form AB-10)
- Request to Purchase Non-Beverage Ingredients Containing Alcohol (Form ASA)
- Resort Alternate Alcoholic Beverage Storage Facility Request
- Resort Determination (Form RESDET)
- Resource Indemnity Trust Tax – Coal Producers (Form RIT-4)TAP
- Resource Indemnity Trust Tax – Garnet
- Resource Indemnity Trust Tax – Industrial Mineral Producers (Form RIT-1)TAP
- Resource Indemnity Trust Tax – Metal Mines (Form RIT-3)TAP
- Retail Sacramental Wine License Application
- Retail Telecommunication Excise Tax (Form RTE)TAP
- Secured Party/Security Interest Form (Form SECURED)
- Senior Care Income and Expense Survey (Form IE-NH)
- Special Permit Application to Sell Beer and Table Wine (Form SPECPERM)
- Standard Concession Agreement
- Standard Quotation & Specification Form
- State Trainer Application – Alcoholic Beverage Control
- 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 – Garnet Producers Only (Form MMN-4)TAP
- Statement of Net Proceeds of Mines – Limestone Producers Only (Form MMN-5)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
- 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)
- Tax-Exempt Status Request Form (Form EXPT)
- Telecommunications Service Exemption Certificate (Form TEC)
- Telecommunications Service Fee (Form TDD)TAP
- Temporary Operating Authority/Temporary Gambling Authority (Form TOA)
- Temporary Tribal Tax Exemption Application (Form AB-30T)
- Testing Lab User Guide
- Tobacco Product Tax Credit for Returned Products (Form TP-103)
- Trades Education and Training Credit (Form TETC)
- Underpayment of Estimated Tax By Corporation (Form CIT-UT)
- Underpayment of Estimated Tax by Individuals
- Value-added Manufacturing Machinery Certification Application (Form CAB-4)
- Vendor Representative Renewal Application (Form VRRA)TAP
- Veterans’ Fraternal Organizations Special Permit Application (Form SPVETFR)
- Veterans’ Program Contribution/Deduction (Form VT)
- Water’s Edge ElectionTAP
- Wholesale Energy Transaction Tax (Form WET)TAP
- Wine Amendment Application for On-Premises Beer License (Form WINAMD)
- 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)
- Withdrawal Form for Informal Review or Appeal (Form AB-63)
- Withholding Tax Guide with Tax Tables
Form Search
Alcoholic Beverage Licenses
- State Trainer Application – Alcoholic Beverage Control
- Access Control System Notification (Form ACS)
- 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
- 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)
- 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
- 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)
- Requset 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
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)
- Underpayment of Estimated Tax by Individuals, Estates and Trusts (Form EST-I)
- Application for Determination of Estate Tax (Form INH-4)
Income Tax Deductions, Exemptions, and Credits
Please Note: 15 income tax credits have been retired after Tax Year 2021. Learn More.
- Alternative Energy Production Credit (Form AEPC)
- Alternative Energy System Credit (Form ENRG-B)
- Alternative Fuel Credit (Form AFCR)
- Application and Affidavit for Certification and Approval of Mineral and Coal Exploration Incentive Credits (Form MINE-CERT)
- Application to be Considered a Research and Development Firm (Form RDF-CT)
- Biodiesel Blending and Storage Credit (Form BBSC)
- Child and Dependent Care Expense Deduction (Form 2441-M)
- College Contribution Credit (Form CC)
- Dependent Care Assistance Credits (Form DCAC)
- Elderly Care Credit (Form ECC)
- 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)
- 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)
- Montana Farm and Ranch Risk Management Account (Form FRM)
- Montana First-time Home Buyer Savings Account (Form FTB)
- Montana Net Operating Loss (Form NOL)
- Recycle Credit/Deduction (Form RCYL)
- Qualified Education Contribution Credit Guide
- Qualified Endowment Credit (Form QEC)
- Trades Education and Training Credit (Form TETC)
- Veterans’ Program Contribution/Deduction (Form VT)
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
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)
- 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 Division
- Applying for a New Medical Marijuana Card
- Business License Update Application
- Medical Marijuana Provider Tax Return TAP
- Medical Marijuana Provider Tax Payment Voucher
- 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
- Deficiency Report – Plan of Correction
- Testing Lab User Guide
- Information Release Form
- Law Enforcement Access Request Form
- Person of Interest Entity Disclosure 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
- Questions for each Person of Interest
- Referral to the Office of Dispute Resolution – Alcoholic Beverage Control and Cannabis Appeals (Form AC101)
- Regional Inspectors Contact Information
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
- 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
- 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
- Abandoned Mobile Home Tax Exemption Application
- Agricultural Processing Facilities Exemption Application
- 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
- Gray Water System Application for Tax Abatement (Form AB-74)
- Mobile Home Park Exclusion (Form MHPE)
- 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)
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)
- New or Expanding Industry Classification Application (Form CAB-1)
- 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 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)
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
- Find Unclaimed Property in the 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
- Decedent’s Family History
Tobacco and Nicotine
Contractor’s Gross Receipts
- 1% Contractor’s Gross Receipts Contract Award Registration (Form CGR-1)TAP
- 1% Contractor’s Gross Receipts Gross Receipts Withholding Return (Form CGR-2)TAP
- 1% Contractor’s Gross Receipts Application for Refund of Personal Property Taxes and Motor Vehicle Fees Paid (Form CGR-3)TAP
- Montana Business Tax Guide Public Contractor’s 1% Gross Receipts Tax
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)
