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Other Forms


Request to Purchase Bulk Distilled Spirits from a Distilled Spirits Plant (Form ASA) - Used to request Department of Revenue approval for purchase of bulk distilled spirits for non-consumable alcohol or report shipments of bulk distilled spirits to the Department.

Importing Bulk Spirits for Manufacturing Form (ASA-1) - Used to request Department of Revenue approval to import bulk spirits for manufacturing.


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Liquor Education


The Liquor Education Unit has the following forms available for download:

 

State Trainer Application (to apply to become a state certified trainer for the Let's Control It curriculum)

State Trainer Supplement Questions (to be submitted with the State Trainer Application)

State Trainer Criteria (How to become a State trainer)


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For more information about the Liquor Lottery, visit the Liquor Lottery web page located at: http://revenue.mt.gov/home/liquor/liquor_lottery


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Alcohol Beverage Tax Forms


Beer Connoisseur Tax Returns

 

Beer Connoisseur's Semi Annual Tax Return - This report will report how much beer the Beer Connoisseur received from breweries in the last 6 months. (Or file online using the TransAction Portal or TAP)

 

Common Carrier Tax Returns

 

Quarterly Common Carrier Tax Report for Distilled Spirits served In/Over Montana - Quarterly common carrier tax report for all distilled spirits served In/Over Montana. (Or file online using the TransAction Portal or TAP)

 

Domestic Distillery Tax Returns

 

Excise and License Tax - This return list the sales made by a Domestic Distillery in Montana from their tasting room. Distilleries are required to file electronic returns using the TransAction Portal or TAP).

 

In State Brewery Tax Returns

 

Beer Wholesalers/Brewers Monthly Tax Return - This will report the preceding reporting period's sales to licensees and retailers and the sales out of a brewery's taproom located in Montana. (Or file online using the TransAction Portal or TAP)

 

In State Wholesaler/Distributor Tax Returns

 

Hard Cider Distributors/Brewers Monthly Tax Return - This form reports all the hard cider sold during the reporting period to retailers and licensees. (or file online using the TransAction Portal or TAP)

 

Wine Distributors and Wineries Monthly Tax Return - This form reports all the wine sold during the reporting period to retailers and consumers and sacramental wine licensees and agency liquor stores. (or file online using the TransAction Portal or TAP)

 

Beer Wholesalers/Brewers Monthly Tax Return - This form reports all the beer sold during the reporting period to retailers and licensees. (Or file online using the TransAction Portal or TAP)

 

In State Winery Tax Returns

 

Wine Distributors and Wineries Monthly Tax Return - This form reports all the wine sold during the reporting period to retailers and consumers and sacramental wine licensees and agency liquor stores. (or file online using the TransAction Portal or TAP)

 

Monthly Sales Report for Sales to Retailers, Consumers and Sacramental Wine Licensees Located within the State of Montana- This report to be filed with the WIT return to report all sales to retailers, consumers and sacramental wine licensees in Montana. (This form will accompany WIT)

 

Out of State Brewery Tax Returns

 

Monthly Report of Beer Shipments Into the State of Montana - Monthly Report of Beer Shipments Into the State of Montana Monthly Report of Beer shipments to Wholesalers, Distributors and Licensed Beer Connoisseurs in the State of Montana. (or file online using the TransAction Portal or TAP)

 

Beer Wholesalers/Brewers Monthly Tax Return - This report is reporting sales to retailers and licensees in the state of Montana. (Or file online using the TransAction Portal or TAP)

 

Foreign Brewery Monthly Report for Sales to Retailers Located in Montana - This report will individually list all sales to retailers in the State of Montana. (This form will accompany BET)

 

Out of State Winery Tax Returns

 

Monthly Report of Wine Shipments Into the State of Montana - Monthly Report of all wine shipped to wholesalers and distributors in Montana. (or file online using the TransAction Portal or TAP)

 

Wine Distributors and Wineries Monthly Tax Return - Wine tax return for wineries and distributors (or file online using the TransAction Portal or TAP)

 

Monthly Sales Report for Sales to Retailers, Consumers and Sacramental Wine Licensees Located within the State of Montana - This report to be filed with the WIT return will report all sales to retailers, consumers and sacramental wine licensees located in Montana. (This form will accompany WIT)

 

Sacramental Wine Licensee Tax Returns

 

Wine Distributors and Wineries Monthly Tax Return - This report will report how much wine was sold to Sacramental Wine Licensees located within Montana in the last reporting period. (or file online using the TransAction Portal or TAP)


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Special Permits


Application for Special Permit to Sell Beer and Table Wine

 

Use this form if you are a non-profit organization, post secondary school, licensed vet or fraternal organization, fundraising organization, professional sports organization or junior hockey team.

 

Special Permit Application for Veteran/Fraternal Organizations

 

Use this form if your Veterna/Fraternal Organization does not hold a license and would like to serve beer and table wine or all-alcoholic beverages to your members and their guests for a special event at your lodge or post.

 

Special Permit Application for Domestic Winery
Use this form if you are a licensed winery located in Montana desiring to sell and serve your products for on-premises consumptiuon ONLY at a special event.

 

For more information about Special Permits and Events, please visit our Special Permit webpage located at: http://revenue.mt.gov/home/liquor/specialpermits


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Liquor Vendor Forms


Supplement to Application for Montana Vendor Permit - Application for representative to be employed by a vendor that wish to promote the sale of their products in Montana.

Samples Request - Vendor requesting bailed inventory be transferred into samples or notification sample product(s) are being shipped to the state liquor warehouse.

Promotional Agreement - Vendor requesting temporary inventory of special order product(s) in the state liquor warehouse for a six-month period.

Standard Quotation and Specification Form - Standardized Price Quote for products listed in the State of Montana.

W-9 Substitute - Request for taxpayer identification number.

Proof Gallon Reporting Form - Vendor reporting total number of proof gallons of all distilled spirits, fortified wine and wine about 16% alcohol by volume manufactured, distilled, rectified, bottled, processed or imported and sold nationwide in the previous calendar year.


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Agency Liquor Store Forms


Defective Merchandise Credit Request - Used to report shortages/defective product and truck breakage of product received on an order from the Liquor Warehouse. If you need help filling out this form please take a look at theseInstructions for Defective Merchandise Credit Request

 

Out of Stock Sales Item Credit Request - Used to report cases received in a non sale month that an order was placed for in a sale month but no product was available at the time. If you need help filling out this from please take a look at these Instructions for Out of Stock Sales Item Credit Request

 

Merchandise Return Request - Used to request to return product to the warehouse due to accidently ordering it or a mispick on the order, or you did not order it but it was on your order.


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About Liquor Forms


The Department of Revenue, Liquor Control Division encourages individuals to utilize our electronic filing processes whenever possible. Certain account types allow you to register, renew, pay tax, report, and manage your account on-line.

To file a request electronically, please use the TransAction Portal or TAP, select Liquor and you can manage your account from there. For those individuals that would prefer to manually fill out a printable form, click on one of the tabs to the right that is applicable to your account type.


Forms


On-Premises All Beverages and Beer/Wine Applications
Off-Premises Applications
Wholesaler/Distributor Applications
Domestic Distilleries, Wineries & Breweries Applications
Supplemental Forms
Specialty Applications/Permits