Montana Department of Revenue - Taxpayer Access Point Online - Free State Tax Forms

Montana Department of Revenue - Taxpayer Access Point Online

tap.dor.mt.gov

Montana Department of Revenue
Sam W. Mitchell Bldg.
125 N. Roberts, 3rd Floor
Helena, Montana
Phone: +14064446900

Electronic Filing and Payment for Individuals

You now have the option to view and manage your tax returns and financial activity for the last two filing periods. All you have to do is register your account.

Electronic Filing Options For Individual Income Tax Returns

* Form 2EZ
* Form 2M
* Form 2EC
* Form 2
* Electronic Filing Through a Tax Professional
Visit the IRS web site to find a list of authorized IRS e-file providers in
your area
* Online Filing
You can prepare and submit your federal and state tax returns electronically
at the same time. A personal computer with Internet access offers two
options to electronically file your federal and state tax returns online.

- Off-the-shelf or downloaded software
- Web-Based Filing

Electronic Payment Options For Individual Income Tax Returns

Welcome to Income Tax Express. You can use this service to pay both current and past year state individual income taxes and estimated taxes.

Instructions:

Income Tax Express allows you to pay your state taxes online using a credit card, or direct withdrawal from a checking or savings account. You still must complete your tax forms and mail them to us. This service is simply for payment only.

STEP 1
Choose your filing status from the drop-down menu on the main Income Tax Payment page. This will let us know which form you'll use for the rest of the application. After you choose your status, click on 'Continue'.

NOTE: If you're paying estimated taxes, choose the I am paying estimated taxes option from the drop-down list.

STEP 2
Enter your personal information. Here, you'll enter personal information for yourself and, if applicable, for your spouse. Just enter your Social Security Number, name, and address, just as it appears on your tax forms. When all your data is entered, click on 'Continue'.

STEP 3
Verify your personal information. This screen simply shows you what you entered. Please check it carefully to ensure you entered your personal information correctly. If the information is correct, click on the button that says, 'Continue, the information is correct'. If you need to edit information, choose the 'Edit Information' button. The information you enter is secure, and not viewable by the public.

STEP 4
Enter tax payment information. Choose the type of filing:
* Calendar year filer
* Calendar year filer

Then enter the tax payment amounts for the payment you are making. This screen allows you to enter any of the following:

* current year tax payment
* extension payment
* estimated payment for the upcoming year.
* Statement of Account payment for a bill you received from the department

If you need to make payments for prior tax years, make sure to check the box that says 'Prior Years'. Then click on 'Continue'.

If you are not paying for prior years or statement of account, skip ahead to STEP 7.

STEP 5
Prior year tax payment information.

STEP 6
Statement of Account payment.

STEP 7
Payment summary and credit card or eCheck information.

* Payment Summary
* Payment Method
- For eCheck payments there is no fee.
- For credit card payments there is a 2.5% processing fee plus a $1.00
convenience fee.
* Processing fees are added to the total amount.
* Enter your credit card or banking information. Once this information is entered,
click on the 'Submit' button.

STEP 8
Payment Information Verification.

STEP 9
Receipt. This is your receipt. Please print this page for your records.

NOTE: You are still required to submit a copy (electronic or paper) of your tax forms.

Electronic Services for Businesses

* ePass Montana- Web service that allows you to access all authorized services
with a single sign-on.
* Taxpayer Access point (TAP)-- Free electronic service for accessing current
account information, filing and amending tax returns, as well as updating and
managing accounts.
* MW3 Withholding Report - File your MW3 Withholding Report online.
* W2 Annual Reporting - Submit your W-2, 1099, 1098, 5498 and W-2G online.
* Business Tax Express â€“ Free online program for paying and/or filing state taxes.
* ACH Credit and Debit Information - Information on the ACH Credit and Debit
payment options.
* ACH Credit Registration for Withholding Tax - Create or access a TAP account to
register to pay your Withholding Tax with ACH Credit.
* Submit Electronic Federal Tax Payments Online - Submit federal tax payments
online.
* Register Your Business Online - Taxpayer Access Point (TAP) is a free electronic
service that allows you to submit your business registration online.
* Joint Federal/State Filing Program - E-file your Montana corporation license
tax, S Corporation and Partnership returns as part of the joint federal/state
electronic filing program.
* Unclaimed Property Report - Submit your unclaimed property report online.

For Business Taxes Payments

Business Tax Express allows you to pay Montana state taxes for your business rapidly and securely. Users of this service will need to log in or sign up to begin.

To access your Business Tax Express account you will need to create an ePass account or log into ePass if you have an existing account.

Instructions on Using Business Tax Express

1. Enter your FEIN and authorization code/password, then click on 'Login'.
2. Choose an option: For transmitters with multiple businesses, you must first
choose the business you are making the payment for.

* Make a Payment
* View Payment History
* Add a Business to my Account
* Change transmitter authorization code/password

Making a payment

* Withholding Tax Payments/Reporting
* Rental Vehicle Tax Payment/Return
* Lodging Facility Sales and Use Tax Payment/Return
* Combined Oil and Gas Production Tax
* Cigarette Tax Payment/Decal Order
* Corporation License Tax
* Mineral Royalty Withholding Tax
* Wine Tax
* Beer and Hard Cider Tax