Montana Department of Revenue - Online Services

TAP will be down Saturday, July 30 from 3:00 AM until 9:00 AM and Sunday, July 31 from 3:00 AM until 9:00 AM
 e-File and Paper Software Vendors

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E-File and Paper Software Developer Information


Vendor Registration

Vendor registration is required before submitting e-file or paper test returns for approval.  After we receive your registration, we will provide you with the access to our Software Developers webpage.

Substitute Forms Registration - Tax Year 2016

Substitute Forms


Contact Information

E-File

DORMeF@mt.gov

David Berg - (406) 444-4070
Individual Income Tax and Estate and Trusts

Rebecca Smith - (406) 444-5873
Corporation, Small Business, and Partnerships
 

Substitute Forms

MTDORsubstituteforms@mt.gov
Carrie Stewart - (406) 444-7372
 


 Approved Vendors

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Approved Tax and Payroll Software Vendors



About Tax Software

Tax software vendors must have their software approved by the IRS and the Montana Department of Revenue. Before approving the software, the Department of Revenue first tests the software to ensure that we can successfully receive and process tax returns submitted with the software. Vendors are not contractually associated with the department, and the department does not guarantee any aspect of the software, its features or performance.

 

Tax Year 2015 Montana Tax Software Vendor List contains current information regarding the approval status of vendors that have applied to participate in the 2015 Montana Federal/State electronic filing program. Approvals are listed by vendor product and the type of return(s) approved to submit.



About Payroll Software

Payroll software vendors must have their software approved by the Montana Department of Revenue. Before approving the software, the Department of Revenue first tests the software to ensure that we can successfully receive and process payroll forms submitted with the software. Vendors are not contractually associated with the department, and the department does not guarantee any aspect of the software, its features or performance.


Individual Income Tax

In an effort to combat stolen-identity tax fraud and protect you and your refund, the Montana Department of Revenue is requesting additional information from your driver license or ID card. You aren’t required to give us this information, and we won’t reject your tax return if you don’t provide this information, but it will help us process your tax return faster.

  • 1040.com
  • 1040Now-LamsonTech
  • Crosslink
  • Drake Tax Software
  • e-smart tax
  • BlockWorks
  • Lacerte
  • GoSystem Tax
  • Jackson Hewitt
  • Liberty Tax
  • OLTPRO
  • OnepriceTaxes
  • ProSystem fx
  • TaxAct Individual
  • TaxAct Professional
  • TaxWise
  • TurboTax

Corporate Income Tax

  • Drake Tax Software
  • BlockWorks
  • GoSystem Tax
  • Lacerte
  • MyTaxPrepOffice
  • OLTPRO
  • ProSystem fx
  • TaxAct Business
  • TaxAct Professional
  • TaxWise

Small Business Corporation

  • Drake Tax Software
  • GoSystem Tax
  • BlockWorks
  • Lacerte
  • OLTPRO
  • ProSystem fx
  • TaxAct Business
  • TaxAct Professional
  • TaxWise

Partnership

  • corptax
  • Drake Tax Software
  • GoSystem Tax
  • BlockWorks
  • Lacerte
  • OLTPRO
  • ProSystem fx
  • TaxAct Business
  • TaxAct Professional
  • TaxWise

Estate and Trusts

  • Drake Tax Software
  • GoSystem Tax
  • OLTPRO
  • ProSystem fx

Annual Withholding Tax Reconciliation (MW-3) and Wage and Tax Statement (W-2)


 Holder of Unclaimed Property

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Holder of Unclaimed Property


e-File Montana Unclaimed Property Holder and Unlocatable Mineral Holder reports

E-FILING IS REQUIRED We do not accept and will not process unclaimed property holder reports on magnetic media such as compact discs, diskettes, tapes, and USB devices.

File Transfer Services (FTS)

• File your holder reports through FTS from your Montana ePass account

• Files are automatically encrypted

• Your reports must be NAUPA formatted and submitted in a plain text (*.txt) file format

Free Holder Reporting software

FTS instructions and tutorial


E-Pay Montana Unclaimed Property

ACH Credit Program

• Pay for Unclaimed Property Holder (UCH) and Unlocatable Mineral Holder (UCM)

• Send payments directly from your bank to ours

See instructions or contact your bank for more information


 Wage Withholding

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Wage Withholding
We offer a variety of e-options to meet the wage withholding needs of businesses. These e-options are available whether you choose to file and pay yourself or work with your favorite tax preparer or payroll company.


e-File Montana Wage Withholding forms

TAP


 

Employers, accountants, payroll service providers, and third party preparers e-file W-2s, 1099s and MW-3s using the File Upload link in TAP. More TAP Instructions for File Upload and Common File Upload Error Messages and Resolutions. Register for a File Upload (FLE) account in TAP. Then choose one of the following ways to file withholding forms:

TAP File Upload

Use approved software to submit your employees’ and clients’ W-2s, 1099s and MW-3s.

TAP Manual Entry

Enter your employees’ W-2s and 1099s that have Montana withholding by typing the information into an online form.

TAP MW-3 Annual Reconciliation

All payments made to the department and posted to your DOR tax account throughout the filing period are already populated on the MW-3 for you. Just verify the payments, edit them if necessary and submit your MW-3.


E-Pay Montana Withholding Taxes

TAP

TAP

• Pay by credit card, debit card (small fee) or e-check (free)

• Schedule future payments

• View payment history

View additional TAP features and instructions

Business Tax Express

BTE

• Pay by credit card, debit card (small fee) or e-check (free)

• Schedule future payments

• View payment history

View additional BTE features and instructions

 




ACH Credit Program

• Send payments directly from your bank to ours

See instructions or contact your bank for more information


 Businesses

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Businesses
We offer a variety of e-options to meet the needs of businesses. These e-options are available whether you choose to file and pay yourself or work with your favorite tax preparer or payroll company.


e-File Montana Business Tax Returns or Reports

Tax Software

E-file your Montana business returns (Corporate, Partnership, Small Business and Fiduciary) with approved tax software. Tax Software vendors must have their software approved by the IRS and the Montana Department of Revenue every year.

Payroll Software

E-file your Montana payroll tax forms (MW-3s and W-2s) with approved payroll software. Payroll Software vendors must have their software approved by the Montana Department of Revenue every year.

TAP

TAP

E-file annual withholding forms (MW-3s, W-2s, 1099s), disregarded entity returns, report industrial property, renew liquor licenses, file catering reports, alcohol beverage tax returns and wholesale agreements. TAP provides many features to manage your business tax accounts. More TAP features and instructions for Businesses.


eStop Licensing

E-Stop

• Montana Lottery

• Retail food establishment

• Tobacco retail and wholesale

• Off-Premises beer and wine

• Nursery

• Petroleum dealer (meters)

• Weighing device (scales)

• Underground storage tank

For all other license types, go to MT License Lookup for links to information about other licenses in the state of Montana. This method of licensing is especially convenient for grocery and convenience stores with gas pumps. They can get their food, tobacco, beer and wine, weighing and petroleum-related licenses all at once.
 


E-Pay Montana Business Fees and Taxes

TAP

TAP

• Almost all tax types are available for payment in TAP

• Pay by credit card, debit card (small fee) or eCheck (free)

• Schedule future payments

• View payment history

View additional TAP features and instructions

Business Tax Express

BTE

• Seven tax types available; withholding, corporate income, oil and gas production, lodging use, mineral royalty, beer and hard cider and wine tax.

• Pay by credit card, debit card (small fee) or eCheck (free)

• Schedule future payments

• View payment history

View additional BTE features and instructions




ACH Credit Program

• Send payments directly from your bank to ours

See instructions or contact your bank for more information


Payment Plans

It is important to pay your tax bill timely. If you cannot pay in full, you may request a payment plan using TAP. If you do not have a TAP account, you will need to register for one by selecting “Sign Up Now” on the TAP homepage. Most requests will receive immediate notification of approval. If we need to review your request further, we will send you a web message. Check your Web Messages after you have logged into TAP for a response from us.


 

 Individuals

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Individuals
We offer a variety of e-options to meet the needs of individuals. These e-options are available whether you choose to file and pay yourself or work with your favorite tax preparer or payroll company.


e-File a Montana Individual Income Tax Return

TAP

TAP

All individual taxpayers (full, part-year, and non-residents) can use the features available on the TAP homepage without logging in. To access additional features to manage your tax account, individuals can Sign Up for account access if they have filed a Montana individual tax return within the last 5 years.

 

More TAP features and instructions for Individuals

 
MontanaFreeFile.Org

Montana Free File

Montana Free File (MFF) is a statewide public awareness campaign informing Montanans about free tax filing options available to them. MFF was formed out of a collaborative effort in 2006 and has expanded to include non-profit and government organizations.

Tax Software

Choose an approved vendor to e-file. Tax Software vendors must have their software approved by the IRS and the Montana Department of Revenue every year.


E-Pay Montana Individual Income Taxes

Montana Income Tax Express

ITE

• Pay by credit card, debit card (small fee) or eCheck (free)

• Download the app version from your mobile device’s app store

• Available for electronic and paper filed returns

TAP

TAP

• Pay by credit card, debit card (small fee) or eCheck (free)

• Schedule future payments

• View payment history


Payment Plans

It is important to pay your tax bill timely. If you cannot pay in full, you may request a payment plan using TAP. If you do not have a TAP account, you will need to register for one by selecting “Sign Up Now” on the TAP homepage. Most requests will receive immediate notification of approval. If we need to review your request further, we will send you a web message. Check your Web Messages after you have logged into TAP for a response from us.


Identity Verification Letter

The Montana Department of Revenue continues efforts to combat fraud and protect taxpayers by implementing security measures.

 

What to do if you received an identity verification letter


Where’s My Refund

Check the status of you refund with TAP. Select Where's My Refund under the Individual section. Checking the status of you return does not require a TAP account.

 

More information about Where's My Refund

 

 Electronic Mandates

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Electronic Mandates and Filing Deadlines


Montana Code Annotated 2013 15-1-802. Taxes to be paid by electronic funds transfer - limitation.

All taxes due to the state must be paid by electronic funds transfer whenever the amount due is $500,000.00 or greater.
Whenever a payment of taxes is required to be made by electronic funds transfer under this section and the due date falls on a Saturday, Sunday, or legal holiday, the payment may be made on the first business day thereafter.

View e-pay options


Montana Code Annotated 2014 15-30-3315 Electronic partnership return required -- waiver -- rulemaking.

Since January 1, 2014, a partnership that has 100 or more partners over the course of its tax year is required to file the Montana Form PR-1 electronically.


This requirement can be met by using department approved e-filing software. A partnership may request a waiver of the electronic filing requirement if the partnership can demonstrate that compliance with the requirement would cause an undue hardship. The Partnership E-File Waiver Request (Form PWR) with instructions can be found on the Forms page under Pass Through Entities.


If you have questions or require assistance, please email DORE-Services@mt.gov.


Montana Due Dates and Extension Dates

Corporate Income Tax

Disregarded Entity

Fiduciary (Estate and Trusts) Income Tax 

Individual Income Tax

Partnership Information and Composite Tax

S Corporation Information and Composite

Wage Withholding Tax


 Online Services

e-File Logo

Filing online saves you time and Montana money
We offer a variety of electronic options that meet the needs of individuals and businessess. You can use these options to file and pay on your own or to work with your favorite tax preparer or payroll company.


TAP

 

TAP

• File your Montana individual income tax return without a login if you’re a first-time resident filer, non-resident or part-time resident.

• Manage your Montana tax account with a login option.

• Business and industrial equipment owners report your personal property

• Receive faster refunds.

• Get help with online tutorials.

• Make payments.

• View payment history

• Schedule payments for a later date

• Authorize tax preparer access

More TAP features and information

eStop Licensing

 

eStop

eStop licenses offered:

• Montana Lottery

• Retail food establishment

• Tobacco products and alternative nicotine or vapor products

• Off-Premises beer and wine

• Nursery

• Petroleum dealer (meters)

• Weighing device (scales)

• Underground storage tank

For all other license types, go to MT License Lookup for links to information about other licenses in the state of Montana.

This method of licensing is especially convenient for grocery and convenience stores with gas pumps. They can get their food, tobacco, beer and wine, weighing and petroleum-related licenses all at once.

Montana Income Tax Express


ITE

• Quickly pay your individual income tax by eCheck (free) or credit card (small fee).

• Choose payment types, including current year, extension, estimated and statement of account (bill).

• Download the app from your mobile device's app store by searching for Income Tax Express by NIC Inc.

• Pay with this option whether you file by paper or electronically.


Tax Software

Montana participates in the Federal/State electronic filing program. Prices vary.

MontanaFreeFile.Org

MontanaFreeFile.org

Learn about free tax programs and assistance

ReportYourLivestock.mt.gov

ReportYourLivestock.mt.gov

Report your livestock for per capita fee billing.

Learn more about the livestock reporting requirements.


 E-Pay by credit card, debit card or e-check

 

Individuals

TAP

TAP
View additional TAP features and instructions for Individuals
Pay by credit card, debit card (small fee) or e-check (free).  Schedule future payments and view payment history.

 

Montana Income Tax Express

ITE
Quickly pay your individual income tax by credit card, debit card (small fee) or e-check (free). Download the app from your mobile device's app store by searching for Income Tax Express by NIC Inc. Available for electronic and paper filed returns.


Livestock

ReportYourLivestock.mt.gov

Livestock Reporting
View additional livestock reporting information
Quickly report the number of livestock owned and pay the per capita fee by credit card, debit card,or e-check(small fees)

Businesses

TAP

TAP
View additional TAP features and instructions for Businesses
Pay by credit card, debit card (small fee) or e-check (free).  Schedule future payments and view payment history.


Business Tax Express

BTE
View additional BTE features and instructions
Pay business taxes by credit card, debit card (small fee) or e-check (free)


eStop Licensing

eStop
View additional eStop features and instructions
Pay application and renewal fees by credit card, debit card  or e-check

 

ACH Credit Program
Send payments directly from your bank to ours
See instructions or contact your bank for more information