Forms and Brochures

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Forms

Brochures

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TAXPAYER'S USE

Abatement Applications

• Real and Personal Property Tax (Form 128) 
• Motor Vehicle Excise (Form 126-MVE)
  • Long Form 
  • Short Form 
  • Manufacturers-Farmers (Form 126A-MVE) 
• Boat Excise (Form 126-BE)
  • Long Form 
  • Short Form 
• Classified Forest, Farm and Recreational Land
  • Application to Modify a Decision or Abate a Tax for Classified Forest-Agricultural or Horticultural-Recreational Land (Form CL-7) 

Classified Forest, Farm and Recreational Land Applications

• Application for Forest-Agricultural or Horticultural-Recreational Land Classification (Form CL-1) 
• Property Owner's Acknowledgement of Rights and Obligations under Classified Forest Land Program (Form CL-1(61)) 
• Property Owner's Acknowledgement of Rights and Obligations under Classified Agricultural or Horticultural Land Program (Form CL-1(61A)) 
• Property Owner's Acknowledgement of Rights and Obligations under Classified Recreational Land Program (Form CL-1(61B)) 
• Application to Modify a Decision or Abate a Tax for Classified Forest-Agricultural or Horticultural-Recreational Land (Form CL-7) 

Exemption/Deferral Applications

• Persons

  • Applications for Personal Exemptions
    • All-Seniors, Surviving Spouses or Minors, Veterans, Blind (Form 96) 
    • Seniors (Form 96-1) 
    • Surviving Spouses or Minors (Form 96-2) 
    • Blinds (Form 96-3) 
    • Veterans (Form 96-4) 
    • Veterans, blind (Form 96-5) 
    • Seniors, Surviving Spouses or Minors (Form 96-6) 
  • Clause 18 Financial Hardship Property Tax Exemption: Activated Military - Age and Infirmity (Form 98) 
  • Clause 18A Financial Hardship Property Tax Deferral (Form 99) 
    • Clause 18A Tax Deferral and Recovery Agreement (Form 99-1) 
  • Clause 41A Senior Property Tax Deferral (Form 97) 
    • Clause 41A Tax Deferral and Recovery Agreement (Form 97-1) 
  • Community Preservation Act Exemption: Low Income Persons - Low or Moderate Income Seniors (Form CP-4) 

• Organizations or Others

  • Clause 3 Charitable Property Tax Exemption (Form 1-B-3) 
  • Small Commercial Exemption (Form 128-5I) 

Property Returns

• Telephone or Telegraph Return Instructions Letter for Form 5941 
• Telephone or Telegraph Company Return of Personal Property  file size 3MB (Form 5941)  * Please note that the multiplier table has not been updated on Form 5941 at this time.
• Property Held for Charitable Purposes (Form 3ABC) 
• Taxable Personal Property Form of List (Form 2) 
• Second Residence Form of List (Form 2HF) 
• Mobile Telecommunications Personal Property Form of List (Form 2MT) 
  • Mobile Telecommunications Electronic Schedule B Excel Spreadsheet for Form 2MT, with Dropdown Menus  file size 1MB
    • Note: Spreadsheet is a sample that local assessors may use for electronic filing purposes.

 

 

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ASSESSORS' USE

Income and Expense Templates

• Cover Letter 
• Annual Expenses For All Property Uses Form 
• Apartment Use Property Income Form 
• Commercial & Industrial Property Income Form 
• Mixed Use Property Income Form 

Certificates

• Certificate of Penalty Tax for Classified Forest-Agricultural or Horticultural-Recreational Land (Form CL-6) 

Application Dispositions

• Approvals
  
  • Property Tax Abatement/Exemption Certificate (Form 147) 
  • Clause 18A Financial Hardship Property Tax Deferral Certificate (Form 99-3) 
  • Clause 41A Senior Property Tax Deferral Certificate (Form 97-3) 
  • Motor Vehicle/Boat Excise Abatement/Exemption Certificate (Form 146-MVE/BE) 
  • Notice of Action on Application for Forest-Agricultural or Horticultural-Recreational Land Classification (Form CL-2) 
  • Notice of Action on Application to Modify a Decision or Abate a Tax for Classified Forest-Agricultural or Horticultural-Recreational Land (Form CL-8) 
    
• Denials
  
  • Property Tax Abatement/Exemption Denial Notice (Form 135/135E) 
  • Motor Vehicle/Boat Excise Abatement/Exemption Denial Notice (Form 136-MVE/BE) 
  • Notice of Action on Application for Forest-Agricultural or Horticultural-Recreational Land Classification (Form CL-2) 
  • Notice of Action on Application to Modify a Decision or Abate a Tax for Classified Forest-Agricultural or Horticultural-Recreational Land (Form CL-8) 

 

• Late Applications
  
  • Notice of Late Property Tax Abatement / Exemption Application (Form 135L) 
  • Notice of Late Motor Vehicle/Boat Excise Abatement/Exemption Application (Form 135L-MVE/BE) 
  • Notice of Late Application for Forest-Agricultural or Horticultural-Recreational Land Classification (Form CL-10) 

Lien Statements

• Clause 18A/41A Statement of Entry into Tax Deferral and Recovery Agreement (Form 97-2/99-2) 
• Classified Forest-Agricultural or Horticultural-Recreational Land Tax Lien (Form CL-3) 

Lien Releases

• Release of Classified Forest-Agricultural or Horticultural-Recreational Land Tax Lien (Form CL-9)  Note: Data Entry Allowed

Request for Reimbursement for Property Taxes Exempted (to DOR)

• Request for Reimbursement forms for all communities now completed in DLS Gateway

Request for Reimbursement for Motor Vehicle Taxes Exempted (to DOR)

• Request for Reimbursement forms for all communities (in downloadable excel format) 

Request for Authority to Abate Local Tax or Charge (to DOR)

• Schedule 58.8 

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COLLECTOR'S USE

Certificates

• Certificate of Penalty Tax for Classified Forest-Agricultural or Horticultural-Recreational Land (Form CL-6) 

Schedule of Uncollectible Taxes

• Motor Vehicle/Boat Excises (Form 166/380-MVE-BE) 

Tax Takings

• Instrument of Taking (Form301) 
• Instrument of Taking by Assignee (Form 301A) 

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TREASURER'S USE

Lien Releases

• Clause 18A/41A Renunciation of Rights under Statement of Entry into Tax Deferral and Recovery Agreement ( Form 97-4/99-4) 

Tax Titles

• Instrument of Assignment of Tax Title (Form 431) 

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ACCOUNTANT'S USE

Community Preservation Reports

• Community Preservation Surcharge Report (Form CP-1)    CP1_surcharge_report.pdf 
• Community Preservation Fund Report (Form CP-2)    FormCP-2.xls  and instructions 
• Community Preservation Fund Projects (Form CP-3)

 

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Brochures

Guides to Real Estate Tax Exemptions in Massachusetts

• For Blind Persons 
• For Qualifying Senior Citizens 
• For Qualifying Surviving Spouses, Minor Children and Elderly Persons 
• For Qualifying Veterans 
• For Religious and Charitable Organizations 

Guide to Real Estate Tax Deferrals

• For Qualifying Persons