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2016 Massachusetts Corporate Excise Tax Forms and Instructions

DOR has released its 2016 corporate excise returns. These forms are subject to change only by federal or state legislative action.
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355 Corporate Excise Forms

Open PDF file, 93.9 KB,  2016 Credit Manager Schedule (English, PDF 93.9 KB)
Open PDF file, 233.66 KB,  2016 Credit Recapture Schedule Example (English, PDF 233.66 KB)
Open PDF file, 44 KB,  2016 Credit Recapture Schedule (English, PDF 44 KB)
Open PDF file, 240.92 KB,  2016 Credit Manager Schedule Instructions (English, PDF 240.92 KB)
Open PDF file, 2.16 MB,  2016 Form 355 - Business/Manufacturing Corporation Excise Return (English, PDF 2.16 MB)
Open PDF file, 352.77 KB,  2016 Form 355 Instructions (English, PDF 352.77 KB)
Open PDF file, 401.92 KB,  2016 Schedule F - Income Apportionment (English, PDF 401.92 KB)
Open PDF file, 241.59 KB,  2016 Schedule H - Investment Tax Credit and Carryovers (English, PDF 241.59 KB)
Open PDF file, 47.36 KB,  2016 Form 355-7004 - Corporate Extension Worksheet (English, PDF 47.36 KB)

355S Corporate Excise Forms

Open PDF file, 2.17 MB,  2016 Form 355S - S Corporation Excise Return (English, PDF 2.17 MB)
Open PDF file, 433.78 KB,  2016 Form 355S Instructions (English, PDF 433.78 KB)
Open PDF file, 2.45 MB,  2016 Schedule S - S Corporation Distributive Income (English, PDF 2.45 MB)
Open PDF file, 627.16 KB,  2016 Schedule SK-1 - Shareholder’s Massachusetts Information (English, PDF 627.16 KB)

355U Corporate Excise Forms

Open PDF file, 47.36 KB,  2016 Form 355-7004 - Corporate Extension Worksheet (English, PDF 47.36 KB)
Open PDF file, 82.22 KB,  2016 Form 355U - Excise for Taxpayers Subject to Combined Reporting (English, PDF 82.22 KB)
Open PDF file, 103.01 KB,  2016 Form 355U Instructions (English, PDF 103.01 KB)
Open PDF file, 92.52 KB,  2016 Schedule CG - Combined Reporting Allocation Schedule (English, PDF 92.52 KB)
Open PDF file, 42.93 KB,  2016 Schedule CG Instructions (English, PDF 42.93 KB)
Open PDF file, 52.06 KB,  2016 Schedule CIR - Consolidated Return Income Reconciliation (English, PDF 52.06 KB)
Open PDF file, 40.76 KB,  2016 Schedule CIR Instructions (English, PDF 40.76 KB)
Open PDF file, 49.59 KB,  2016 Schedule DRE - Disclosure of Disregarded Entity (English, PDF 49.59 KB)
Open PDF file, 41.11 KB,  2016 Schedule DRE Instructions (English, PDF 41.11 KB)
Open PDF file, 73.63 KB,  2016 Schedule FE - Report With Respect to Foreign Entities (English, PDF 73.63 KB)
Open PDF file, 40.15 KB,  2016 Schedule FE Instructions (English, PDF 40.15 KB)
Open PDF file, 46.29 KB,  2016 Schedule TTP - Tax Treaty Positions (English, PDF 46.29 KB)
Open PDF file, 35.25 KB,  2016 Schedule TTP Instructions (English, PDF 35.25 KB)
Open PDF file, 79.15 KB,  2016 Schedule U-CI - Combined Income (English, PDF 79.15 KB)
Open PDF file, 32.82 KB,  2016 Schedule U-CI Instructions (English, PDF 32.82 KB)
Open PDF file, 78.68 KB,  2016 Schedule U-CS - Credits Shared from Other Members (English, PDF 78.68 KB)
Open PDF file, 37.03 KB,  2016 Schedule U-CS Instructions (English, PDF 37.03 KB)
Open PDF file, 102 KB,  2016 Schedule U-E - Massachusetts Unitary or Affiliated Group Income (English, PDF 102 KB)
Open PDF file, 69.13 KB,  2016 Schedule U-E Instructions (English, PDF 69.13 KB)
Open PDF file, 78.91 KB,  2016 Schedule U-IC - Member’s Individual Credits (English, PDF 78.91 KB)
Open PDF file, 38.49 KB,  2016 Schedule U-IC Instructions (English, PDF 38.49 KB)
Open PDF file, 77.19 KB,  2016 Schedule U-INS - Payment to Insurance Companies Under Common Ownership (English, PDF 77.19 KB)
Open PDF file, 35.48 KB,  2016 Schedule U-INS Instructions (English, PDF 35.48 KB)
Open PDF file, 72.68 KB,  2016 Schedule U-M - Member’s Income and Expenses (English, PDF 72.68 KB)
Open PDF file, 70.52 KB,  2016 Schedule U-M Instructions (English, PDF 70.52 KB)
Open PDF file, 81.05 KB,  2016 Schedule U-MSI - Member’s Apportioned Share of Group Income (English, PDF 81.05 KB)
Open PDF file, 67.2 KB,  2016 Schedule U-MSI Instructions (English, PDF 67.2 KB)
Open PDF file, 80.26 KB,  2016 Schedule U-MTI - Member’s Taxable Income from Sources Other Than the Unitary Business (English, PDF 80.26 KB)
Open PDF file, 46.95 KB,  2016 Schedule U-MTI Instructions (English, PDF 46.95 KB)
Open PDF file, 79.86 KB,  2016 Schedule U-NOLS - Member’s Shared Loss Carryover (English, PDF 79.86 KB)
Open PDF file, 43.88 KB,  2016 Schedule U-NOLS Instructions (English, PDF 43.88 KB)
Open PDF file, 79.11 KB,  2016 Schedule U-ST - Member’s Separate Computation of Tax (English, PDF 79.11 KB)
Open PDF file, 69.91 KB,  2016 Schedule U-ST Instructions (English, PDF 69.91 KB)
Open PDF file, 70.59 KB,  2016 Schedule U-TM - Tax By Member (English, PDF 70.59 KB)
Open PDF file, 31.37 KB,  2016 Schedule U-TM Instructions (English, PDF 31.37 KB)

Corporate Excise Additional Forms

Open PDF file, 119.71 KB,  2016 Schedule ABI - Exceptions to the Add Back of Interest Expenses (English, PDF 119.71 KB)
Open PDF file, 69.55 KB,  2016 Form M-8453C - Corporate Tax Declaration for Electronic Filing (English, PDF 69.55 KB)
Open PDF file, 138.8 KB,  2016 Schedule ABIE - Exceptions to the Add Back of Intangible Expenses (English, PDF 138.8 KB)
Open PDF file, 47.12 KB,  2016 Schedule EDIP - Refundable Economic Development Incentive Program Credit (English, PDF 47.12 KB)
Open PDF file, 68.11 KB,  2016 Schedule HM - Harbor Maintenance Tax Credit (English, PDF 68.11 KB)
Open PDF file, 44.64 KB,  2016 Schedule VP - Vanpool Credit (English, PDF 44.64 KB)
Open PDF file, 31.39 KB,  2016 Schedule TDS - Taxpayer Disclosure Statement (English, PDF 31.39 KB)
Open PDF file, 95.26 KB,  2016 Form M-990T - Unrelated Business Income Tax Return (English, PDF 95.26 KB)
Open PDF file, 112.44 KB,  2016 Form M-990T Instructions (English, PDF 112.44 KB)
Open PDF file, 62.04 KB,  2016 Form M-990T-7004 - Unrelated Business Income Tax Extension Worksheet (English, PDF 62.04 KB)
Open PDF file, 67.23 KB,  2016 Schedule M-1 - Federal Reconciliation (English, PDF 67.23 KB)
Open PDF file, 41.2 KB,  2016 Schedule RLSC - Refundable Life Science Credit Life Science Company (English, PDF 41.2 KB)
Open PDF file, 160.83 KB,  2017 Form 355-ES - Corporate Estimated Tax Payment Vouchers, Instructions and Worksheets (English, PDF 160.83 KB)
Open PDF file, 25.88 KB,  2016 Form 355-ES - Corporate Estimated Tax Payment (English, PDF 25.88 KB)
Open PDF file, 164.55 KB,  2016 Form 355-ES Instructions (English, PDF 164.55 KB)
Open PDF file, 51.39 KB,  2016 Form 355S-PV - Massachusetts Corporate Tax Payment Voucher (English, PDF 51.39 KB)
Open PDF file, 51.39 KB,  2016 Form 355S-PV - Massachusetts Corporate Tax Payment Voucher (English, PDF 51.39 KB)
Open PDF file, 22.11 KB,  2017 Form UBIT-ES - Nonprofit Corporation Estimated Tax Payment (English, PDF 22.11 KB)
Open PDF file, 25.38 KB,  2016 Form UBIT-ES - Nonprofit Corporation Estimated Tax Payment (English, PDF 25.38 KB)
Open PDF file, 87.76 KB,  2016 Form BCA - Brownfields Credit Application (English, PDF 87.76 KB)
Open PDF file, 51.72 KB,  2016 Form BCTA - Brownfields Credit Transfer Application (English, PDF 51.72 KB)
Open PDF file, 110.86 KB,  2016 Form FP - Application for Payroll/Production Credit (English, PDF 110.86 KB)
Open PDF file, 82.13 KB,  2016 Form LOA - Loan-Out Affidavit/Allocation (English, PDF 82.13 KB)
Open PDF file, 83.76 KB,  2016 Form STE - Application for Sales Tax Exemption (English, PDF 83.76 KB)
Open PDF file, 75.07 KB,  2016 Form TSA - Film Credit Transfer or Sale Application (English, PDF 75.07 KB)
Open PDF file, 37.95 KB,  2016 Allotment Schedule HRC - Historic Rehabilitation Credit Summary (English, PDF 37.95 KB)
Open PDF file, 67.13 KB,  2016 Individual Certificate HRC - Historic Rehabilitation Credit (English, PDF 67.13 KB)
Open PDF file, 68.51 KB,  2016 Transfer/Sale HRC - Historic Rehabilitation Credit Certificate (English, PDF 68.51 KB)
Open PDF file, 40.04 KB,  2016 Allotment Schedule LIHC - Low-Income Housing Credit Summary (English, PDF 40.04 KB)
Open PDF file, 40.66 KB,  2016 Certificate LIHC - Low-Income Housing Credit Allotment (English, PDF 40.66 KB)
Open PDF file, 40.49 KB,  2016 Early Election Schedule LIHC - Low-Income Housing Credit Notification (English, PDF 40.49 KB)
Open PDF file, 67.38 KB,  2016 Transfer LIHC - Low-Income Housing Credit Statement (English, PDF 67.38 KB)
Open PDF file, 62.37 KB,  2016 Allotment Schedule CHDC - Certified Housing Development Credit (English, PDF 62.37 KB)
Open PDF file, 68.32 KB,  2016 Individual Certificate CHDC - Certified Housing Development Credit Individual Certificate (English, PDF 68.32 KB)
Open PDF file, 69.07 KB,  2016 Transfer/Sale CHDC - Certified Housing Development Credit Certificate (English, PDF 69.07 KB)
Open PDF file, 40.97 KB,  2016 Form MDCA - Medical Device Credit Application (English, PDF 40.97 KB)
Open PDF file, 40.52 KB,  2016 Form MDCTA - Medical Device Credit Transfer Application (English, PDF 40.52 KB)
Open PDF file, 65.59 KB,  Form AA-1: Application for Section 42 Method of Apportionment (English, PDF 65.59 KB)
Open PDF file, 66.92 KB,  2016 Form 355Q - Application for Manufacturing Classification (English, PDF 66.92 KB)
Open PDF file, 43.59 KB,  2016 Form 355RD - Statement Relating to Research and Development (English, PDF 43.59 KB)
Open PDF file, 111.57 KB,  2016 Form 355SC - Security Corporation Excise Return (English, PDF 111.57 KB)
Open PDF file, 204.6 KB,  2016 Form 355SC Instructions (English, PDF 204.6 KB)
Open PDF file, 45.29 KB,  2016 Form 355SV - Taxation of Ships and Vessels (English, PDF 45.29 KB)
Open PDF file, 47.36 KB,  2016 Form 355-7004 - Corporate Extension Worksheet (English, PDF 47.36 KB)
Open PDF file, 62.31 KB,  2016 Form 355-7004 Misc. - Application for Extension of Time to File Financial Institution, Insurance or Miscellaneous (English, PDF 62.31 KB)
Open PDF file, 44 KB,  2016 Schedule NOL - Net Operating Loss Carryforward (English, PDF 44 KB)
Open PDF file, 38.9 KB,  2016 Schedule NOL Instructions (English, PDF 38.9 KB)
Open PDF file, 339.11 KB,  2016 Schedule RC - Research Credit (English, PDF 339.11 KB)
Open PDF file, 176.54 KB,  2016 Schedule RC Instructions (English, PDF 176.54 KB)
Open PDF file, 113.31 KB,  2016 Schedule RNW - REIT Net Worth Calculation (English, PDF 113.31 KB)
Open PDF file, 35.57 KB,  2016 Form M-2220 - Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 35.57 KB)
Open PDF file, 240.92 KB,  2016 Credit Manager Schedule Instructions (English, PDF 240.92 KB)
Open PDF file, 93.9 KB,  2016 Credit Manager Schedule (English, PDF 93.9 KB)
Open PDF file, 44 KB,  2016 Credit Recapture Schedule (English, PDF 44 KB)
Open PDF file, 233.66 KB,  2016 Credit Recapture Schedule Example (English, PDF 233.66 KB)

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