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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 2015

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
 

Mailing address

Attn: E-Services
Montana Department of Revenue
340 N Last Chance Gulch
Helena, MT 59601


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Approved Tax 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.

If you have any questions, feel free to contact the Montana Department of Revenue e-Services Unit at dore-services@mt.gov


Tax Year 2015 Approved Tax Software Vendors

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.


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
  • OLTPRO
  • ProSystem fx
  • TaxAct Business
  • TaxAct Professional

Small Business Corporation

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

Partnership

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

Estate and Trusts

  • GoSystem Tax
  • OLTPRO
  • ProSystem fx

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Holder of Unclaimed Property


Payments can now be submitted with ACH credits for Unclaimed Property Holder (UCH), and Unlocatable Mineral Holder (UCM).

Electronic Reporting Required

We no longer accept unclaimed property reports on magnetic media such as compact discs, diskettes, tapes, or USB devices.

Filing Deadlines

• May 1 – All life insurance companies

• Nov 1 –All other unclaimed property holders


If either deadline falls on a Saturday or Sunday, reports will be accepted 1 business day following the deadline, without accruing interest.


Free software for electronically sending your holder reports can be found at the National Association of Unclaimed Property Administrators (NAUPA) website.


To submit your NAUPA formatted text file to us, use File Transfer Service (FTS) which can be found within your Montana ePass account.  Electronic filing is secure, encrypted, accurate, and the most efficient way to report unclaimed property. 

Instructions for submitting your holder report:

• Go to: http://transfer.mt.gov to send your files. (Create an ePass account if you do not already have one by clicking here.)

• Once logged into ePass:

• Select “Send a new file or files.” You can submit up to ten files at a time.

• Use the Browse button to locate your file(s) and select “Add to File List."

• Use the Continue button to move to the next screen and select the type of property you are reporting (UCH or UCR).

• Your files are now in transit. You will be returned to the first screen where you will see the status of your delivery.

Please do not encrypt or password protect your submission. FTS encrypts your file automatically.


Watch a video tutorial on submitting your holder report.

Holder Report Types

Please read the description for each Holder Report type carefully, to determine which report you should complete and submit.

The report types below can all be submitted through FTS. Once you are logged into FTS, follow the instructions for selecting the file(s) to upload. When you electronically submit your report do not send a paper copy of the report or any other media type.


If you are unable to transfer files via the secure file transfer process, please contact dore-services@mt.gov for assistance.


Holder Reports - are for holders of all types of unclaimed property. Use this link to file your May 1st Life Insurance Company Holder Report and/or November 1st Holder Report.


Audit Holder Reports - are for holders of all types of unclaimed property (except unlocatable mineral property) who are filing a report as a result of an audit conducted by the State of Montana or a third party audit vendor.


State Reciprocity Reports - are for other State Governments reporting Montana unclaimed property, which was originally reported to their state.


Note: Property owed to an unlocatable mineral owner in which a trust was created in a Montana District Court pursuant to §82-1-302, MCA, is payable based on the terms of the executed lease, ratification, a division order, or any other related document or instrument; a form is not required to remit this property.  Mineral property (MI) not owed to an unlocatable mineral owner in which a trust was created in a Montana District Court pursuant to §82-1-302, MCA, is reportable on the UCH form.


If you are unable to transfer files via the secure file transfer process - Please contact dore-services@mt.gov for assistance.


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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.


Register for a Montana Withholding Account ID

Before you begin you will need the following information:

• Federal Identification Number (FEIN) used to report to the Internal Revenue Service – required to apply for a MT Withholding account

• Social Security Number – cannot be used to apply for a MT Withholding account

• If you don’t have a Federal Identification Number, please visit the Internal Revenue Service at IRS to get one

• Date you are starting your business – for Withholding purposes, this is the date employees started working in Montana

• Legal business name – as associated with the Federal Identification number and as reported to the Internal Revenue Service

• Assumed business name – the assumed business name, trade name, or d.b.a. (the name used before the public)

• Legal business address – must be a physical street address and the legal business headquarters

• Current mailing address – this may be a PO Box or other address which the department will send all correspondence to

1. Go to TAP

2. Select ‘Request Account ID’ under the Business heading

3. Complete and submit the registration

Your account will be registered within 2 business days.  Once registered, you will receive a welcome letter containing your Montana Department of Revenue Account ID and important filing information.


Withholding E-File options

File with approved software

• Use an approved payroll software package to submit your employees and clients W-2s and 1099s with TAP File Upload

• Request a File Upload Account (FLE) by selecting the File Upload link on the TAP homepage (If you already have an FLE account, log in to TAP and select it)Complete the information requested

• You will receive an email that provides you with an authorization code to use the first time you log in

• Log in to TAP and select the account link ending in FLE

• For more information, see the TAP File Upload Instructions & FAQs

MW-3 Annual Reconciliation Through TAP

 

• Log in to TAP with your username and password

• Select your Account ID number

• Select the File Now link for the appropriate tax year

• The populated MW-3 will display all payments posted to your DOR tax account

• Verify payments, edit payments as necessary and submit your return

Manual Entry through TAP

Enter your employees’ W-2s and 1099s that contain Montana withholding using the TAP manual entry option

• Log in to TAP with your username and password

• Select your Account ID number

• Select the File Single Withholding Forms link in the left menu bar

• Enter the year that you are filing these forms for

• Select the Forms tab and then the form that you would like to enter

• Once you have entered all of your forms,  select ‘Submit’

File Formats Required

W2 and 1099 Software and Information

• W2s must be created using the most current version of the EFW2 format defined by the Social Security Administration. 

Test your EFW2 format by downloading AccuWage testing software

AccuWage Help Guide

• Every file must contain the records RA, RE, RW, RS, RT and RF.  Records RO, RU and RV are optional.  If the required records are incomplete, your file will not process.  See Montana RS record (state wages and withholding) requirements and specifications. 

• 1099 documents and all other information returns (i.d. 1098, 1096 etc.) must be created using the most current format version as defined by IRS Publication 1220.

QuickBooks W-2 Instructions

QuickBooks MW-3 Instructions

For assistance submitting electronic W2s and 1099s using TAP:

1. Log in to your TAP account

 

2. Select the ‘Web Messaging’ tab

3. Go into your Outbox and select the ‘Request Assistance’ tab

4. Enter the error message that you received if possible, along with the name of the software product used to create the file

5. In the left menu bar select the ‘Add’ link in the Attachments section and attach your file if possible


Close Your Withholding Account

If you discontinue paying Montana wages and you don’t anticipate paying Montana wages within the next 12 months, close your withholding account through written correspondence that includes Account ID, FEIN, business name, contact name, phone number, reason for closure and date of the last payroll. Fax your correspondence to the department at 406-444-7723 or mail to PO Box 5805, Helena, MT  59604.

Within 30 days of ceasing to be an employer or paying payroll, you are required to send the following:

• Payment for the final payroll period in which wages were paid

• The MW-3 and W-2s reporting your employees’ wages and taxes withheld during the year


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Business
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.


Businesses use Taxpayer Access Point (TAP) to:

• Request a Montana DOR Account ID

• Add a Power of Attorney

• File PT-AGR (deadline to file is the due date of the pass-through entity’s return)

• File PT-STM (deadline to file is 45 days before the original due date of the pass-through entity’s return)

• Submit Tax Certificate Application

Businesses log in to Taxpayer Access Point (TAP) to:

• Request Third Party Access to client accounts

• Update account profile and manage authorized users

• File Annual Withholding MW-3, W-2s & 1099s

• Update business information

• File Disregarded Entity Returns

• Make a payment

• Request a Payment Plan


Payment Plans

If you owe a tax debt to the Montana Department of Revenue, it is in your best interest to pay the debt in full immediately; however, if you cannot pay your bill immediately, you can request a payment plan through TAP to pay your debt in either weekly, biweekly or monthly installments. If you don't have a TAP account, you will need to register for one by selecting "Sign Up Now" once you are on the TAP homepage.  Requesting a payment plan online  allows a qualified taxpayer or authorized representative (Power of Attorney) the opportunity to avoid long telephone wait time or the need to visit or write to the Montana Department of Revenue office to apply for an installment agreement. Usually you will receive immediate notification of approval while in other situations we may need to review your request further.  If you don't receive immediate approval, check the Web Message in TAP for a response from us.


E-Stop Business Licenses Online Service

Some of your clients may be interested to know that Montana business owners and operators are now able to do their one-stop business licensing online.  Along with the online improvement, we have changed the name from One-Stop Business Licensing to eStop Business Licenses.
 

• 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

Filing and Paying due dates:

February 28

Filing all MW-3s, RW-3s, W-2s, and 1099s

March 1

Reporting Class Eight Business Equipment

Applying for Property Tax Exemption

Filing retail telecommunications excise tax returns

March 15

Annual filing of form CLT-4S

April 15

Annual filing of form PR-1

Annual filing of form FID-3

Submitting an application for the Property Tax Assistance Program

May 15

Annual filing of Form CLT-4

Disregarded Entity

 

 

If the Disregarded Entity is a: Then the form DER-1 is Due:

Single Member Limited Liability Company whose single member owner is a:

C Corporation

S Corporation

Real Estate Investment Trust (REIT)

On or before the 15th day of the third month following the close of the owner's annual information return.
Qualified Subchapter S Subsidiary On or before the due date of the parent S Corporation's information return
Qualified REIT Subsidiary On or before the due date of the parent REIT's information return

Individual

Estate

Non-Grantor Trust

Partnership

Real Estate

Mortgage Investment Conduit (REMIC)

On or before the 15th day of the fourth month following the close fo the owner's annual accounting period.
Electing IRC 761 Partnership On or before April 15, 2016
Any other single member LLC not described above On or before August 31, 2016
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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

TaxPayer Access Point (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.

 

View additional TAP features and instructions for Individuals

 

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.

File your federal individual income tax return


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

TaxPayer Access Point (TAP)

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

• Schedule future payments

• View payment history


Payment Plans

If you owe a tax debt to the Montana Department of Revenue, it is in your best interest to pay the debt in full immediately; however, if you cannot pay your bill immediately, you can request a payment plan through TAP to pay your debt in either weekly, biweekly or monthly installments. If you don't have a TAP account, you will need to register for one by selecting "Sign Up Now" once you are on the TAP homepage.  Requesting a payment plan online  allows a qualified taxpayer or authorized representative (Power of Attorney) the opportunity to avoid long telephone wait time or the need to visit or write to the Montana Department of Revenue office to apply for an installment agreement. Usually you will receive immediate notification of approval while in other situations we may need to review your request further.  If you don't receive immediate approval, check the Web Message in 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 Taxpayer Access Point. 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

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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 Information

Fiduciary (Estate and Trusts) Income Tax 

Individual Income Tax

Partnership Information and Composite Tax

S Corporation Information and Composite

Wage Withholding Tax


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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

 

Taxpayer Access Point (TAP)

With TAP you can:

• 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

View additional TAP features and information

eStop Licensing

 

eStop Business Licenses Online Service

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

Montana Income Tax Express (ITE)

With ITE, you can:

• 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. Click on the Tax Software tab for a list of tax software products. Prices for them vary.

MontanaFreeFile.Org

MontanaFreeFile.org

Learn about tax free 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

Taxpayer Access Point (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

Montana Income Tax Express
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 (small fee) or e-check (free)

Businesses

TAP

Taxpayer Access Point (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

Business Tax Express
Pay business taxes by credit card, debit card (small fee) or e-check (free)


eStop Licensing

eStop Business License
View additional eStop features and instructions
Pay application and renewal fees by credit card, debit card (small fee) or e-check (free)

 ACH Payment Instructions

ACH Credit Payment Instructions
ACH Payments cannot be used to pay Individual Income Tax

New account types have been added to the ACH credit program. Payments can now be submitted with ACH credits for Small Business Corporation (SBC), Partnerships (PTR), Unclaimed Property Holder (UCH), and Unlocatable Mineral Holder (UCM)

ACH Credit is a method that allows you to transfer funds by instructing your financial institution to debit your account and credit the Department of Revenue's account. This transfer is initiated by you through your financial institution. You will need to follow your bank’s instructions if you want to properly transfer funds. U.S. Bank requires ACH credit transactions to follow standards developed by the National Automated Clearing House Association (NACHA). It is your responsibility to be familiar with your particular bank’s practices to ensure the payment is posted to our bank account timely. You could be assessed penalties and interest if your electronic payments are late.

Getting Started

Contact your bank first to ensure they have the capabilities to send an ACH credit payment

You must have a Montana Tax ID

Submit a one-time Electronic Fund Transfer Registration Form via email, fax or mail. This registration is specific to you, the transmitter, and the business listed on the registration. If you will be transmitting for multiple businesses, each business must be approved separately.

We will email a confirmation of your approval for ACH credit payments.

Submitting Payments

Bank Information


Receiving Bank:

  • US Bank - Helena Office, PO BOX 1709, Helena, MT 59624

Routing Number:

  • 092900383

Account Title:

  • State of Montana - Department of Administration

Account Number:

  • DOR156041200221 (DOR must be included in the account number*)

Your bank may also need our ACH code:

  • 3810302402

Montana Tax Account Identification number and payment Information.   Addenda Record 6 and Addenda Record 7 are critical to the ACH process.


Business name to apply payment

Thirteen digit Montana Tax ID (i.e. 4123456002WTH)

Tax type and amount type codes  Depending on how your bank or software requirements have been developed you may need to provide specific codes that correspond to the payment(s) you are submitting.

Payment period end date

Amount of payment

  


Tips to Avoid Payment Processing Delays

Include a valid filing period.

Verify account id format is correct. Must be 13 alphanumeric characters assigned by Montana Department of Revenue. If your bank requires 15 digits, add two trailing spaces.

Verify payment amounts in addenda Record 6 and addenda Record 7 match.

Include a backslash "\" (terminator) at the end of addenda Record 7.

Include a asterisk separator "*" between fields.

Include amount type codes.

Verify correct tax type codes are used (must be 5 digits).

Include business name in addenda Record 6.

Do not include decimals in payment amounts.

Do not include hyphens in account id.


US Bank ACH Coordinators: Statewide - Kim Spiroff - 406-447-5251406.447.5251