Following is an alphanumeric listing of all Massachusetts tax forms, instructions and schedules available through this website. For information regarding forms/instructions/schedules not found here, please call the Department's Customer Service Bureau at 617-887-6367 or toll-free in Massachusetts at 800-392-6089.

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Name

Description

Location for Annual Forms, Instructions and Schedules

Allotment HRCHistoric Rehabilitation Credit SummaryCorporate Additional Forms & Schedules
Allotment LIHCLow-Income Housing Credit SummaryCorporate Additional Forms & Schedules
Certificate of Good Standing
 
Request for a Certificate of Good Standing and/or Tax Compliance or Waiver of Corporate Tax Lien 
Certificate LIHCLow-Income Housing Credit AllotmentCorporate Additional Forms & Schedules
Circular M pdf format of Massachusetts Circular M
Income Tax Withholding Tables Effective January 1, 2015 
Deeds Excise Return pdf format of deeds.pdf
Department of Revenue Excise and Licensing Bureau 
Early Election LIHCLow-Income Housing Credit NotificationCorporate Additional Forms & Schedules
Form 1Resident Income Tax ReturnIncome – Form 1 Returns
Form 1 Instructions Income – Form 1 Returns
Form 1 ESEstimated Income Tax Vouchers for IndividualsEstimated Tax Payment Vouchers
Form 1-ES Instructions Estimated Tax Payment Vouchers
Form 1-NR/PYNonresident or Part-Year Resident Income Tax ReturnPersonal Income – Form 1-NR/PY Returns
Form 1-NR/PY Instructions Personal Income – Form 1-NR/PY Returns
Form 121AUrban Redevelopment Excise ReturnFinancial Institution and Insurance Co.
Form 121A Instructions Financial Institution and Insurance Co.
Form 13 pdf format of 13.pdf
Notice of Designation of Fiscal Year 
Form 180 pdf format of form180.pdf
 
Tax Return of Certain Corporations, Associations and Organizations Engaged
in the Sale of Alcoholic Beverages
 
Form 2Massachusetts Fiduciary Income Tax ReturnFiduciary Return/Schedules – Form 2
Form 2 Instructions Fiduciary Return/Schedules – Form 2
Form 2-ES
 
Estimated Income Tax Vouchers for Fiduciaries, Corporate Trusts, Clubs, and Other Unincorporated OrganizationsEstimated Tax Payment Vouchers
Form 2-ES Instructions Estimated Tax Payment Vouchers
Form 2GGrantor's/Owner's Share of a Grantor Type TrustFiduciary Return/Schedules – Form 2
Form 2-PVFiduciary Payment VoucherFiduciary Return/Schedules – Form 2
Form 3Partnership Return of IncomePartnership Return/Schedules – Form 3
Form 3 Instructions Partnership Return/Schedules – Form 3
Form 3F



 
Income Tax Return of Corporate Trust
Note: Form 3F is considered obsolete for tax years beginning on or after January 1, 2009. Taxpayers who formerly filed Form 3F, effective January 1, 2009, now will generally file in Massachusetts according their federal classification. For further information, see Regulation 830 CMR 63.30.3.
Partnership Return/Schedules – Form 3


 
Form 3MIncome Tax Return for Clubs and Other Organizations Not Engaged in Business for ProfitPartnership Return/Schedules – Form 3
Form 84 pdf format of 84.pdf
Application for Relief from Joint Income Tax Liability 
Form 355Massachusetts Business or Manufacturing Corporation Excise ReturnCorporate – 355 Forms & Schedules
Form 355 Instructions Corporate – 355 Forms & Schedules
Form 355-PVMassachusetts Corporate Payment VoucherCorporate – 355 Forms & Schedules
Form 355-ESCorporate Estimated Tax Payment VouchersEstimated Tax payment Vouchers
Form 355-ES Instructions  
Form 355QStatement Relating to Manufacturing ActivitiesCorporate Additional Forms & Schedules
Form 355RDStatement Relating to Research and DevelopmentCorporate Additional Forms & Schedules
Form 355SS Corporation Excise ReturnCorporate – 355S Forms & Schedules
Form 355S Instructions Corporate – 355S Forms & Schedules
Form 355SBC

 
Small Business Corporation Excise Return (domestic corporations only)

 
Corporate Additional Forms & Schedules
For 2012 & prior years see 355SBC Forms & Schedules
Form 355SBC Instructions

 
 Corporate Additional Forms & Schedules  
For 2012 & prior years see 355SBC Forms & Schedules
Form 355SCSecurity Corporation Excise ReturnCorporate Additional Forms & Schedules
Form 355SC Instructions Corporate Additional Forms & Schedules
Form 355SVTaxation of Ships and VesselsCorporate Additional Forms & Schedules
Form 355UExcise for Taxpayers Subject to Combined FilingCorporate – 355U Form & Schedules
Form 355U Instructions Corporate – 355U Form & Schedules
Form 355U Information355U & Schedules – Combined Reporting Instructions & General InformationCorporate 355U Form & Schedules
Form 355-7004Corporate Extension WorksheetCorp 355 & 355S Forms & Schedules  
Form 355-7004 Misc.Application for Extension of Time to File Financial Institution, Insurance or MiscellaneousFinancial Institution and Insurance Co.
Form 63-20PPremium Excise Return for Life Insurance CompaniesFinancial Institution and Insurance Co.
Form 63-20P Instructions    Financial Institution and Insurance Co.
Form 63-23PPremium Excise Return for Insurance CompaniesFinancial Institution and Insurance Co.
Form 63-23P Instructions Financial Institution and Insurance Co.
Form 63-29AOcean Marine Profits Tax ReturnFinancial Institution and Insurance Co.
Form 63-29A Instructions Financial Institution and Insurance Co.
Form 63FIFinancial Institution Excise Tax ReturnFinancial Institution and Insurance Co.
Form 63 FI Instructions Financial Institution and Insurance Co.
Form 706 pdf format of f706.pdf
United States Estate (and Generation-Skipping Transfer) Tax Return 
Form 706 Instructions pdf format of f706instr.pdf
  
Form A-37 pdf format of a_37.pdf
Consent Extending the Time for Assessment of Taxes 
Form AA-1Application for Section 42 Method of ApportionmentCorporate Additional Forms & Schedules
Form AB-DS pdf format of AB_DS.pdf
Alcoholic Beverages Excise Return-Direct Shipment to Massachusetts 
Form AB-1 pdf format of AB_1.pdf
Alcoholic Beverages Excise Return 
Form AB-10 pdf format of AB_10.pdf
Report of Alcoholic Beverages Shipped into Massachusetts 
Form AB-4-5 pdf format of AB_4_5.pdf
Rectifier's Report of Alcoholic Beverages Received from Bottling 
Form AB-DO pdf format of AB-DO.pdf
Alcoholic Beverage Disposal Order Form 
Form AD-1 pdf format of AD_1.pdf
Abandoned Deposit Amounts Return 
Form AF-1 pdf format of AF-1.pdf
Aviation Gasoline Tax Return 
Form B-37 pdf format of Form B-37
Special Consent Extending the Time for Assessment of Taxes 
Form BCABrownfields Credit ApplicationCorporate Additional Forms & Schedules
Form BCTABrownfields Credit Transfer ApplicationCorporate Additional Forms & Schedules
Form CA-6Application for Abatement - Amended Return 
Form CA-6AApplication For Abatement - Amended Return Additional Tax Periods 
Form CCF-PF pdf format of ccf_pf.pdf
 
Convention Center Financing Surcharge Form, Surcharge for Parking Facilities in Boston, Springfield and/or Worcester 
Form CCF-ST pdf format of ccf_st.pdf
Convention Center Financing Surcharge Form, Surcharge for Sightseeing Tours in Boston 
Form CCF-VR pdf format of ccf_vr.pdf
 
Convention Center Financing Surcharge Form, Vehicle Rental Transaction Contract Surcharge for Vehicles Rented in Boston 
Form CCRF pdf format of CCRF.pdf
Cigarette Complaint Referral Form 
Form CIS pdf format of CIS.pdf
Cigarette Inventory Tax Return for Stampers 
Form CIN pdf format of CIN.pdf
Cigarette Inventory Tax Return for Non-Stampers (Including Retailers) 
Form CIV pdf format of CIV.pdf
Cigarette Inventory Tax Return for Vending Machine Operators 
Form Cigar-1Cigar and Smoking Tobacco Excise Tax Return 
Form Cigar-2Cigar and Smoking Tobacco Excise Tax Return 
Form CST-1 pdf format of CTS-1.pdf
Marijuana and Controlled Substances Stamp Order Form 
Form CT-1 pdf format of ct_1.pdf
Resident Stamper's Monthly Return 
Form CT-10 pdf format of ct_10.pdf
Cigarette Excise Return 
Form CT-11 pdf format of ct_11.pdf
 
Non-Stamper Cigarette Excise Return
(for transactions occurring before July 1, 2008)
 
Form CT-11B pdf format of ct_11b.pdf
 
Non-Stamper Cigarette Excise Return
(for transactions occurring between July 1, 2008 and June 30, 2013)
 
Form CT-11CNon-Stamper Cigarette Excise Return 
Form CT-1B pdf format of CT-1B.pdf
Sales to Agencies of the United States 
Form CT-1C pdf format of ct_1c.pdf
Cigarettes Transferred from Massachusetts 
Form CT-1E pdf format of ct_1e.pdf
Physical Inventory of Cigarettes 
Form CT-CDL  pdf format of Form CT-CDL
Application for Distributor License for Cigars and Smoking Tobacco – October 1, 2015 through September 30, 2016 
Form CT-CDL pdf format of CT-CDL.pdf
Application for Distributor License for Cigars and Smoking Tobacco – October 1, 2014 through September 30, 2015 
Form CTL pdf format of Form CTL 2015-2016
Application for All Cigarette Licenses – Except Retailer’s License 
Form CTL-1 pdf format of ctl_1.pdf
Cigarette Vending Machine Location List 
Form CTL-2 pdf format of ctl_2.pdf
Branch or Stamper Location List 
Form CT-MM doc format of Form CT-MM
Monthly Memorandum for PACT Act Registrants – PACT Act Form Examples xls format of Examples of completed PACT Act forms
file size 1MB 
Form CT-MM C doc format of Form CT-MM C
Massachusetts State Cigarette Report – PACT Act Form Examples xls format of Examples of completed PACT Act forms
file size 1MB 
Form CT-MM T doc format of Form CT-MM T
Massachusetts State Tobacco Report – PACT Act Form Examples xls format of Examples of completed PACT Act forms
file size 1MB 
Form CT-PAR doc format of Form CT-PAR
PACT Act Registration Form – PACT Act Form Examples xls format of Examples of completed PACT Act forms
file size 1MB 
Form CT-RL pdf format of CT-RL.pdf
Application for Tobacco Retailer License – October 1, 2014 through September 30, 2016 
Form CTS-1C pdf format of ct_1c.pdf
Stamped Cigarettes Sold in Massachusetts 
Form CTS-1NR pdf format of cts_1nr.pdf
Non-Resident Stamper’s Monthly Tax Stamp and Cigarette Return 
Form CTS-8 pdf format of cts_8.pdf
Record of Cigarette and Smokeless Tobacco Sales or Disposition 
Form CTS-8A pdf format of cts_8a.pdf
 
Untaxed Cigarette, Smokeless Tobacco, Cigar and Smoking Tobacco Return
(for transactions occurring before July 1, 2008)
 
Form CTS-8B pdf format of cts_8b.pdf
 
Untaxed Cigarette, Smokeless Tobacco, Cigar and Smoking Tobacco Return
(for transactions occurring between July 1, 2008 and July 30, 2013)
 
Form CTS-8C pdf format of Form CTS-8C
 
Untaxed Cigarette, Smokeless Tobacco, Cigar and Smoking Tobacco Return
(for transactions occurring on or after July 31, 2013)
 
Form DR-1 pdf format of Form DR-1
Office of Appeals Form 
Form EDIPRefundable Economic Development Incentive Program CreditCorporate Additional Forms & Schedules
Form EDIP Instructions Corporate Additional Forms & Schedules
Form EMP pdf format of Form EMP, Application for Early Mediation Program
Application for Early Mediation Program 
Form EFOPersonal Income Tax Declaration of Paper FilingIncome Additional Forms & Schedules
Form Excises 2 pdf format of excises 2.pdf
Excise Tax Bond 
Form FE pdf format of FE.pdf
Ferry Embarkation Fee 
Form FPApplication for Payroll/Production CreditCorporate Additional Forms & Schedules
Form GT-1 pdf format of GT_1.pdf
Gasoline License Application 
Form GT-456 pdf format of GT-456.pdf
Gasoline Tax Return and Instructions 
Form GT-9 pdf format of GT_9.pdf
 
Gasoline Refund Application
(for transactions occurring before July 31, 2013)
 
Form GT-9A pdf format of GT_9A.pdf
 
Gasoline Refund Application for Those Engaged in Farming
(for transactions occurring before July 31, 2013)
 
Form GT-9A-B pdf format of Form GT-9A-B
 
Gasoline Refund Application for Those Engaged in the Business of Farming
(for transactions occurring on or after July 31, 2013)
 
Form GT-9-B pdf format of Form GT-9-B
 
Gasoline Refund Application, Gasoline Excise, MGL Ch. 64A
(for transactions occurring on or after July 31, 2013)
 
Form GT-9M pdf format of GT_9M.pdf
 
Gasoline Tax Refund Application, Watercraft Use, MGL Ch. 64A, sec. 7
(for transactions occurring before July 31, 2013)
 
Form GT-9M-B pdf format of Form GT-9M-B
 
Gasoline Tax Refund Application, Watercraft Use, MGL Ch. 64A, sec. 7
(for transactions occurring on or after July 31, 2013)
 
Form GT-9T pdf format of gt_9t.pdf
 
Massachusetts Turnpike Use, Gasoline Excise, MGL Ch. 64A
(for transactions occurring before July 31, 2013)
 
Form GT-9T-B pdf format of Form GT-9T-B
 
Gasoline Refund Application, Massachusetts Turnpike Use, Gasoline Excise, MGL Ch. 64A (for transactions occurring on or after July 31, 2013) 
Form IFTA-1 pdf format of Form IFTA-1 
2015 International Fuel Tax Agreement Massachusetts License Application 
Form IFTA-100 pdf format of Form IFTA-100
IFTA Quarterly Fuel Use Tax Return 
Form JFT-1 pdf format of JFT-1.pdf
License Application for User–Seller/Supplier of Aircraft (Jet) Fuel 
Form JFT-4S pdf format of JFT-4S.pdf
Aircraft (Jet) Fuel Supplier Tax Return 
Form JFT-4U pdf format of JFT-4U.pdf
Aircraft (Jet) Fuel User Tax Return 
Form JTF-9 pdf format of JFT_9.pdf
Aircraft (Jet) Fuel Refund Application 
Form LOALoan-Out Affidavit/AllocationCorporate Additional Forms & Schedules
Form M-1310 pdf format of m_1310.pdf
Statement of Claimant to Refund Due a Deceased Taxpayer 
Form M-2848 pdf format of Form M-2848
Power of Attorney and Declaration of Representative 
Form M-2210Underpayment of Massachusetts Estimated Income TaxIncome Additional Forms & Schedules
Form M-2210AAnnualized Income Installment WorksheetIncome Additional Forms & Schedules
Form M-2210FUnderpayment of Massachusetts Estimated Income Tax for FiduciariesIncome Additional Forms & Schedules
Form M-2220Underpayment of Massachusetts Estimated Tax by CorporationsCorporate Additional Forms & Schedules
Form M-3 pdf format of m_3.pdf
Reconciliation of Massachusetts Income Taxes Withheld For Employers Filing Quarterly 
Form M-3M pdf format of m_3m.pdf
Reconciliation of Massachusetts Income Taxes Withheld For Employers Filing Monthly 
Form M-4 pdf format of m_4.pdf
Massachusetts Employees Withholding Exemption Certificate 
Form M-433B pdf format of Form M-433B
Statement of Financial Condition for Businesses 
Form M-433I pdf format of Form M-433I
 
Statement of Financial Condition for Individuals – Financial Statement for Payment Agreement or Hardship Consideration 
Form M-433-OIS pdf format of m_433.pdf
Statement of Financial Condition and Other Information 
Form M-4422 pdf format of m_442204.pdf

 
Application for Certificate Releasing Massachusetts Estate Tax Lien – Instructions pdf format of m_703inst.pdf
Only for an estate with a date of death on or after January 1, 2003 and a Massachusetts estate tax is due
 
Form M-4506 pdf format of m_4506.pdf
Request for Copy of Tax Form 
Form M-4768 pdf format of m_4768.pdf
Application for Extension of Time to File Massachusetts Estate Tax Return 
Form M-4768A pdf format of m_4768a.pdf
Application for Extension of Time to Pay Massachusetts Estate Tax 
Form M-4852 pdf format of M-4852.pdf
Substitute for Form W-2, Wage and Tax Statement 
Form M-4868
 
Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax ReturnIncome Additional Forms & Schedules
 
Form M-4-MS pdf format of M_4_MS.pdf
Annual Withholding Tax Exemption Certificate for Nonresident Military Spouse 
Form M-4P pdf format of m_4p.pdf
 
Massachusetts Employees Withholding Exemption Certificate for Pension, Annuity, and Other Periodic Payments and Nonperiodic Payments 
Form M-656 pdf format of m_656.pdf
Offer in Settlement 
Form M-706 pdf format of m_70603.pdf
 
Massachusetts Estate Tax Return – Instructions pdf format of m_703inst.pdf
For every estate with date of death on or after January 1, 2003
 
Form M-706 pdf format of f706.pdf

 
Massachusetts Resident Estate Tax Return – (Instructions Included)
For every estate with date of death on or after January 1, 1997 and prior to January 1, 2003.
 
Form M-706NR pdf format of m_706nr.pdf

 
Massachusetts Nonresident Estate Tax Return and Domicile Affidavit
To be used only for estates of nonresidents with dates of death on or after Jan. 1, 1997 and prior to Jan. 1, 2003
 
Form M-792 pdf format of m_792.pdf
Certificate Releasing Massachusetts Estate Tax Lien 
Form M-8379Nondebtor Spouse Claim and Allocation for Refund DueIncome Additional Forms & Schedules
Form M-8453Individual Income Tax Declaration for Electronic FilingIncome Additional Forms & Schedules
Form M-8453CCorporate Tax Declaration for Electronic FilingCorporate Additional Forms & Schedules
Form M-8453FFiduciary Tax Declaration for Electronic FilingFido/Partnership Addl Forms & Schedules
Form M-8453PPartnership Tax Declaration for Electronic FilingFido/Partnership Addl Forms & Schedules
Form M-8736Application for Extension of Time to File Fiduciary or Partnership ReturnFido/Partnership Addl Forms & Schedules
Form M-911 pdf format of M_911.pdf
Taxpayer's Application for Relief Due to Hardship 
Form M-9325Electronic Filing Information Handout 
Form M-941 pdf format of m941.pdf
Employer's Quarterly Return of Income Taxes Withheld 
Form M-941A pdf format of m941a.pdf
Employer's Annual Return of Income Taxes Withheld 
Form M-941-D pdf format of M-941D.pdf
Quarterly Return of Income Taxes Withheld for Employer Paying Weekly 
Form M-941W pdf format of M_941W.pdf
Employer's Weekly Payment of Income Taxes Withheld 
Form M-942 pdf format of m942.pdf
Employer's Monthly Return of Income Taxes Withheld 
Form M-990TUnrelated Business Income Tax ReturnCorporate Additional Forms & Schedules
Form M-990T Instructions Corporate Additional Forms & Schedules
Form M-990T-62Exempt Trust and Unincorporated Association Income Tax ReturnIncome Additional Forms & Schedules
Form M-990T-7004Unrelated Business Income Tax ExtensionCorporate Additional Forms & Schedules
Form MDCAMedical Device Credit ApplicationCorporate Additional Forms & Schedules
Form MDCTAMedical Device Credit Transfer ApplicationCorporate Additional Forms & Schedules
Form M-NRA pdf format of m_nra.pdf
Massachusetts Nonresident Decedent Affidavit 
Form M-SSR pdf format of m_ssr.pdf
Monthly Satellite Service Return 
Form MT-1Meals and All Beverage Sales Tax Registration 
Form MV-AB2 pdf format of mv_ab2.pdf
Affidavit – Rescission of Sale of a Motor Vehicle 
Form MVU-5A pdf format of mvu_5a.pdf
Application for Certification/Recertification to the Motor Vehicle Leasing List 
Form MVU-21 pdf format of mvu_21.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred by Contest, Drawing or Raffle 
Form MVU-22 pdf format of mvu_22.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for Transfer of a Fire Engine or Ambulance 
Form MVU-23 pdf format of mvu_23.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle, Trailer or Other Vehicle Transferred to an Insurer 
Form MVU-24 pdf format of mvu_24.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred as a Gift 
Form MVU-25 pdf format of mvu_25.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred by a Business Entity 
Form MVU-26 pdf format of mvu_26.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred Within a Family 
Form MVU-27 pdf format of mvu_27.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred by Intestacy, Will or Otherwise 
Form MVU-29 pdf format of mvu_29.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Purchased Outside of Massachusetts 
Form MVU-30 pdf format of mvu_30.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred by Repossession 
Form MVU-33 pdf format of mvu_33.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred to a Disabled Person 
Form NHR pdf format of New Hire Reporting Form
New Hire and Independent Contractor Reporting Form 
Form OIS/AB pdf format of ois_ab.pdf
Taxpayer's Consent to Application or Escrow of Offer in Settlement Deposit 
Form OR-1 pdf format of OR_1.pdf
Uniform Oil Response and Prevention Fee 
Form OR-1 Instructions pdf format of OR_1_inst.pdf
  
Form PTE-EX pdf format of Form PTE-EX
Withholding Exemption Certificate for Members of a Pass-Through Entity 
Form PVMassachusetts Income Tax Payment Voucher (for Forms 1 and 1-NR/PY) 
Form PWH-RW pdf format of pwh_rw.pdf
Performer or Performing Entity Request for Reduction of Withholding 
Form PWH-WA pdf format of pwh_wa.pdf
Performer or Performing Entity Withholding Allocation Form 
Form PWH-WW pdf format of pwh_ww.pdf
Performer or Performing Entity Request for Waiver of Withholding 
Form RO-1Room Occupancy Excise Registration 
Form RO-2 pdf format of ro2.pdf
Monthly Room Occupancy Return 
Form RO-2CF pdf format of ro_2cf.pdf
 
Monthly Room Occupancy Return for Boston, Cambridge, Chicopee, Springfield, West Springfield and Worcester 
Form SBP pdf format of SBP.pdf
Application for Smoking Bar Permit 
Form SBQD pdf format of SBQD.pdf
Smoking Bar Quarterly Declaration 
Form SFT-1 pdf format of sft_1.pdf
Special Fuels License Application 
Form SFT-3 pdf format of SFT-3.pdf
 
Supplier’s Tax Return – Special Fuels
For transactions occurring before July 31, 2013
 
Form SFT-3 pdf format of sched. E, pt. C.pdf
Schedule E, Part C – Nontaxable Sales and Transfers Outside Massachusetts 
Form SFT-3-B pdf format of Form SFT-3-B
 
Supplier’s Tax Return  – Special Fuels
For transactions occurring on or after July 31, 2013
 
Form SFT-4 pdf format of SFT-4.pdf
User–Seller’s Special Fuels Tax Return 
Form SFT-9 pdf format of SFT_9.pdf
 
Special Fuels Refund Application – Special Fuels Excise, MGL Ch. 64E
For transactions occurring before July 31, 2013
 
Form SFT-9-B pdf format of Form GT-9-B
 
Special Fuels Refund Application – Special Fuels Excise, MGL Ch. 64E
For transactions occurring on or after July 31, 2013
 
Form SFT-9T pdf format of sft_9t.pdf
 
Special Fuels Refund Application – Mass. Turnpike Use, Special Fuels Excise, MGL Ch. 64E – For transactions occurring before July 31, 2013 
Form SFT-9T-B pdf format of Form SFT-9T-B
 
Special Fuels Refund Application – Mass. Turnpike Use, Special Fuels Excise, MGL Ch. 64E – For transactions occurring on or after July 31, 2013 
Form ST-1Sales and Use Tax Registration 
Form ST-10 pdf format of Form ST-10 – Business Use Tax Return

 
Business Use Tax Return
See TIR 09-12 for reporting rules for annual filers after rate changes in the sales/use taxes
 
Form ST-11 pdf format of Form ST-11 – Individual Use Tax Return

 
Individual Use Tax Return
See TIR 09-12 for reporting rules for annual filers after rate changes in the sales/use taxes)
 
Form ST-12 pdf format of st_12.pdf
Exempt Use Certificate 
Form ST-12B pdf format of st_12b.pdf
Sales Tax Exempt Certificate for Sales of Certain Medical Equipment 
Form ST-12EC pdf format of st_12ec.pdf
Exempt Container Certificate 
Form ST-13 pdf format of st_13.pdf
Small Business Energy Exemption Certificate for Purchases On or After April 1, 2006 
Form ST-2Certificate of Exemption 
Form ST-4 pdf format of st_4.pdf
Sales Tax Resale Certificate 
Form ST-5 pdf format of st_5.pdf
Sales Tax Exempt Purchaser Certificate 
Form ST-5C pdf format of st_5c.pdf
Contractor’s Sales Tax Exempt Purchase Certificate 
Form ST-5R pdf format of st_5r.pdf
Contractor’s 5% Qualified Purchase Certificate 
Form ST-6/ST-6E

 
ST-6 – File Sales/Use Tax on Boat, Recreation or Snow Vehicle
ST-6E – Claim for Exemption from Sales or Use Tax on Boat, Recreation or Snow Vehicle
 
Form ST-7R pdf format of Form ST-7R – Motor Vehicle Payment of Sales or Use Tax
 
Motor Vehicle Certificate of Payment of Sales or Use Tax
For transactions occurring on or after August 1, 2009
 
Form ST-7R pdf format of st_7r.pdf
 
Motor Vehicle Certificate of Payment of Sales or Use Tax
For transactions occurring before August 1, 2009
 
Form ST-8 pdf format of ST-8.pdf
Sales Tax Exempt Certificate for Books Used for Instructional Purposes 
Form ST-9 pdf format of st_9.pdf
 
Monthly Sales and Use Tax return
For August 2009 and the periods thereafter
 
Form ST-9 Instructions pdf format of st_9_ins_09.pdf
For August 2009 and the periods thereafter 
Form ST-9 pdf format of st_9_08.pdf
 
Monthly Sales and Use Tax return
For the months of September 2008 through July 2009 only
 
Form ST-9 Instructions pdf format of st_9_ins_09.pdf
For the months of September 2008 through July 2009 only 
Form ST-9 pdf format of st9.pdf
For August 2008 and previous months 
Form ST-9A pdf format of st_9a.pdf
 
Annual Sales and Use Tax Return
For calendar year 2009 and the periods thereafter
 
Form ST-9A Instructions pdf format of st_9ains_08.pdf
For calendar year 2009 and the periods thereafter 
Form ST-9A pdf format of st_9a_08.pdf
 
Annual Sales and Use Tax Return 
For calendar year 2008 only
 
Form ST-9A Instructions pdf format of st_9ains_08.pdf
For calendar year 2008 only 
Form ST-9A pdf format of st9a.pdf
 
Annual Sales and Use Tax Return
For calendar year 2007 and previous years
 
Form ST-9Q pdf format of st_9q.pdf
 
Quarterly Sales and Use Tax Return
For the quarter ending September 30, 2009 and the periods thereafter
 
Form ST-Q Instructions pdf format of st_9qins_09.pdf
For the quarter ending September 30, 2009 and the periods thereafter 
Form ST-9Q pdf format of st9q.pdf
 
Quarterly Sales and Use Tax Return 
For the quarter ending September 30, 2008 through June 30, 2009 only
 
Form ST-9Q Instructions pdf format of st_9qins_08.pdf
For the quarter ending September 30, 2008 through June 30, 2009 only 
Form ST-9Q pdf format of st9q.pdf
 
Quarterly Sales and Use Tax Return
For the quarter ending June 30, 2008 and previous periods
 
Form ST-BDR pdf format of st_bdr.pdf
Claim for Bad Debt Reimbursement 
Form ST-BDR-Meals pdf format of st_bdr_m.pdf
Claim for Bad Debt Reimbursement 
Form ST-MAB-4 pdf format of st_mab4.pdf
 
Sales Tax on Meals, Prepared Food and/or Alcoholic Beverages
For the months of August 2009 and months thereafter
 
Form ST-MAB-4 pdf format of st_mab4.pdf
 
Sales Tax on Meals, Prepared Food and/or Alcoholic Beverages
For the months of July 2009 and previous months
 
Form STS-A pdf format of sts_a.pdf
 
Annual Sales and Use Tax on Service Return
For calendar year 2009 and calendar years thereafter
 
Form STS-A pdf format of sts_a.pdf
 
Annual Sales and Use Tax on Service Return
For calendar year 2008 and previous years
 
Form STS-M pdf format of sts_m.pdf
 
Monthly Sales and Use Tax on Services Return
For the month of August 2009 and months thereafter
 
Form STS-M pdf format of sts_m.pdf
 
Monthly Sales and Use Tax on Services Return
For the month of July 2009 and previous months
 
Form STS-Q pdf format of sts_q.pdf
 
Quarterly Sales and Use Tax on Service Return
For quarter ending September 30, 2009 and quarters thereafter
 
Form STS-Q pdf format of sts_q.pdf
 
Quarterly Sales and Use Tax on Service Return
For quarter ending June 30, 2009 and previous quarters
 
Form 1-NR/PYMass. Nonresident/Part-Year Resident Tax ReturnForm 1-NR/PY – Resident Returns
Form 1-NR/PY Instructions Form 1-NR/PY – Resident Returns
Form STEApplication for Sales Tax ExemptionCorporate Additional Forms & Schedules
Form TSAFilm Credit Transfer or Sale ApplicationCorporate Additional Forms & Schedules
Form UA-1  pdf format of Form UA-1
Unified Audit Opt-Out 
Form UBIT-ESUnrelated Business Income Tax VouchersCorporate Additional Forms & Schedules
Form VRD pdf format of Form VRS
 
Vehicle Rental Transaction Contract Surcharge
For Vehicle Rental Contracts Executed in Revere
 
Identity Theft Affidavit pdf format of Identity Theft Affidavit
Complete and submit this form if you believe you are a victim of identity theft and would like the Massachusetts Department of Revenue to investigate the matter. 
Income Tax Tables Massachusetts Personal Income Tax Tables 
Individual Credit HRCLow-Income Housing Credit NotificationCorporate Additional Forms & Schedules
Instructions for Bulk/Batch Filing pdf format of electma941_inst.pdf
 
For Electronically Filing Debit and Withholding Payments
Forms M941, M941-D, M941-A, M942
MA Withholding Returns – (With or without Debit Payments)
 
Privacy Act Notice pdf format of pvcy_act.pdf
Commonwealth of Massachusetts, Department of Revenue 
Pro Forma 1120L
 
U.S. Life Insurance Company Pro Forma Return
 
Financial Institution and Insurance Co.
Years 2007 and prior
Schedule 2K-1Beneficiary’s Massachusetts InformationFiduciary Return/Schedules – Form 2
Schedule 3K-1Partner’s Massachusetts InformationPartnership Return/Schedules – Form 3
Schedule A-1Investments in SubsidiariesCorp 355 & 355S Forms & Schedules
Schedule A-2Intercompany ReceivablesCorp 355 & 355S Forms & Schedules
Schedule A-3Intercompany PayablesCorp 355 & 355S Forms & Schedules
Schedule ABIExceptions to the Add Back of Interest ExpensesCorporate Additional Forms & Schedules
Schedule ABIEExceptions to the Add Back of Intangible ExpensesCorporate Additional Forms & Schedules
Schedule BInterest, Dividends and Certain Capital Gains and LossesIncome – Form 1 & Form 1-NR/PY
Schedule BFor Form 2 – Interest, Dividends and Certain Capital Gains and LossesFiduciary Return/Schedules – Form 2
Schedule B/RBeneficiary/RemaindermanFiduciary Return/Schedules – Form 2
Schedule CMassachusetts Profit or Loss from BusinessIncome – Form 1 & Form 1-NR/PY
Schedule C-2Excess Deductions Against Trade or Business IncomeIncome Additional Forms & Schedules
Schedule CBCircuit Breaker CreditIncome – Form 1 Returns
Schedule CIRConsolidated Return Income ReconciliationCorporate – 355U Form & Schedules
Schedule CIR Instructions Corporate – 355U Form & Schedules
Schedule CGCombined Reporting Allocation ScheduleCorporate – 355U Form & Schedules
Schedule CG Instructions Corporate – 355U Form & Schedules
Schedule CT-NPM pdf format of ct_npm.pdf
Stamper’s Reporting Schedule on Sales By Non-Participating Manufacturers 
Schedule DLong-Term Capital Gains and Losses Excluding CollectiblesIncome – Form 1 & Form 1-NR/PY
Schedule DFor Form 2 – Capital Gains and Losses...Fiduciary Return/Schedules – Form 2
Schedule DIDependent InformationIncome – Form 1 & Form 1-NR/PY
Schedule D-ISInstallment SalesIncome – Form 1 & Form 1-NR/PY
Schedule DREDisclosure of Disregarded EntityCorporate – 355U Form & Schedules
Schedule DRE Instructions Corporate – 355U Form & Schedules
Schedule E-1Rental Real Estate and Royalty Income and (Loss)Income – Form 1 & Form 1-NR/PY
Schedule E-2Partnership and S Corporation Income and (Loss)Income – Form 1 & Form 1-NR/PY
Schedule E-3Estate, Trust, REMIC and Farm Income and (Loss)Income – Form 1 & Form 1-NR/PY
Schedule ECSolar and Wind Energy CreditIncome Additional Forms & Schedules
Schedules E and FRental Income or Loss and Credit for Taxes PaidFiduciary Return/Schedules – Form 2
Schedule E Instructions Income – Form 1 & Form 1-NR/PY
Schedule EOAC
 
Economic Opportunity Area Credit 
For Forms 1, 1-NR/PY and 355
Corporate Additional Forms & Schedules
or Income Additional Forms & Schedules
Schedule E, Part C pdf format of sched. E, pt. C.pdf
Form SFT-3 – Nontaxable Sales and Transfers Outside Massachusetts 
Schedule E ReconciliationTotal Supplemental Income and (Loss)Income – Form 1 & Form 1-NR/PY
Schedule F Corp 355 & 355S Forms & Schedules
Schedule FE Corporate – 355U Form & Schedules
Schedule FE Instructions Corporate – 355U Form & Schedules
Schedule HInvestment Tax Credit and CarryoversCorp 355 & 355S Forms & Schedules
Schedule H Instructions Corp 355 & 355S Forms & Schedules
Schedule HExpenses and Fiduciary CompensationFiduciary Return/Schedules – Form 2
Schedule H-2 Corporate Additional Forms & Schedules
Schedule H-2 Recapture Offset Worksheet Corporate Additional Forms & Schedules
 
Schedule HCHealth Care InformationIncome – Form 1 & Form 1-NR/PY
Schedule HC Instructions and Worksheets Income – Form 1 & Form 1-NR/PY
 
Schedule HC-CSHealth Care Information Continuation SheetIncome – Form 1 & Form 1-NR/PY
Schedule HMHarbor Maintenance Tax CreditCorporate Additional Forms & Schedules
Schedule IDDIncome Distribution DeductionFiduciary Return/Schedules – Form 2
Schedule LG pdf format of sched. LG.pdf
Liquified Gases Only (propane, etc.) 
Schedule LPCredit for Removing or Covering Lead Paint on Residential PremisesIncome Additional Forms & Schedules
Schedule M-1Book to Tax ReconciliationCorporate Additional Forms & Schedules
Schedule M-1 Insructions Corporate Additional Forms & Schedules
Schedule M-FD pdf format of sched. MF-D.pdf
Motor Fuels Tax Schedule of Disbursements 
Schedule M-FR pdf format of sched. MF-R.pdf
Motor Fuels Tax Schedule of Receipts 
Schedule NIRNet Income ReconciliationCorporate – 355U Form & Schedules
Schedule NIR Instructions Corporate – 355U Form & Schedules
Schedule NOLNet Operating Loss CarryforwardCorporate – 355U Form & Schedules
Schedule NOL Instructions Corporate – 355U Form & Schedules
Schedule NTS-LNR/PYNo Tax Status and Limited Income CreditIncome – Form 1-NR/PY & Schedules
Schedule RCResearch CreditCorporate Additional Forms & Schedules
Schedule RC Instructions Corporate Additional Forms & Schedules
Schedule RFCRefundable Film Credit – Motion Picture Production CompanyCorporate Additional Forms & Schedules
or Income Additional Forms & Schedules
Schedule RLCRefundable Life Science Credit – Life Science CompanyCorporate Additional Forms & Schedules
Schedule R/NRResident/Nonresident WorksheetIncome – Form 1-NR/PY & Schedules
Schedule RNWREIT Net Worth CalculationCorporate Additional Forms & Schedules
Schedule SS Corporation Distributive IncomeCorporate 355S Returns & Schedules
Schedule SCSeptic CreditCorporate Additional Forms & Schedules
Schedule SK-1Shareholder’s Massachusetts InformationCorporate 355S Returns & Schedules
Schedule TDS
 
Taxpayer Disclosure Statement
 
Corporate Additional Forms & Schedules
or Income Additional Forms & Schedules
Schedule TTPTax Treaty PositionsCorporate – 355U Form & Schedules
Schedule TTP Instructions Corporate – 355U Form & Schedules
Schedule U-CICombined IncomeCorporate – 355U Form & Schedules
Schedule U-CI Instructions Corporate – 355U Form & Schedules
Schedule U-CSCredits Shared from Other MembersCorporate – 355U Form & Schedules
Schedule U-CS Instructions Corporate – 355U Form & Schedules
Schedule U-EMassachusetts Unitary or Affiliated Group IncomeCorporate – 355U Form & Schedules
Schedule U-E Instructions Corporate – 355U Form & Schedules
Schedule U-ICMember’s Individual CreditsCorporate – 355U Form & Schedules
Schedule U-IC Instructions Corporate – 355U Form & Schedules
Schedule U-INSPayment to Insurance Companies Under Common Ownership 2014Corporate – 355U Form & Schedules
Schedule U-INS Instructions Corporate – 355U Form & Schedules
Schedule U-MMember’s Income and ExpensesCorporate – 355U Form & Schedules
Schedule U-M Instructions Corporate – 355U Form & Schedules
Schedule U-MSIMember’s Apportioned Share of Group IncomeCorporate – 355U Form & Schedules
Schedule U-MSI Instructions Corporate – 355U Form & Schedules
Schedule U-MTIMember’s Taxable Income from Sources Other Than the Unitary BusinessCorporate – 355U Form & Schedules
Schedule U-MTI Instructions Corporate – 355U Form & Schedules
Schedule U-NOLSMember’s Shared Loss CarryoverCorporate – 355U Form & Schedules
Schedule U-NOLS Instructions Corporate – 355U Form & Schedules
Schedule U-RFRefundable CreditsCorporate – 355U Form & Schedules
Schedule U-RF Instructions Corporate – 355U Form & Schedules
Schedule U-STMember’s Separate Computation of TaxCorporate – 355U Form & Schedules
Schedule U-ST Instructions Corporate – 355U Form & Schedules
Schedule U-TMTax by MemberCorporate – 355U Form & Schedules
Schedule U-TM Instructions Corporate – 355U Form & Schedules
Schedule VPVanpool CreditCorporate Additional Forms & Schedules
Schedules X/YOther Income and DeductionsIncome – Form 1 & Form 1-NR/PY
Schedules Z/RFOther CreditsIncome – Form 1 & Form 1-NR/PY
Taxpayer Change of Address FormMassachusetts Department of Revenue – Taxpayer Change of Address
 
 
Tobacco Retailer License Online Instructions pdf format of apply_online_cig_retailer_inst.pdf
  
Transfer LIHCLow-Income Housing Credit StatementCorporate Additional Forms & Schedules
Transfer/Sale HRCHistoric Rehabilitation Credit CertificateCorporate Additional Forms & Schedules
Unpaid Check Fund pdf format of Unpaid Check Fund Claim Form
Claim Form with Instructions 
W-2 Handbook pdf format of W-2 Handbook