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2018 Corporate Excise tax forms and instructions

DOR has released its 2018 Corporate Excise tax forms. The forms are subject to change only by federal or state legislative action.
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355 Corporate Excise Forms

Open PDF file, 1.76 MB,  2018 Form 355: Business/Manufacturing Corporation Excise Return (English, PDF 1.76 MB)

Open PDF file, 257.58 KB,  2018 Form 355 Instructions (English, PDF 257.58 KB)

(Revised April 22, 2019)

Open PDF file, 377.57 KB,  2018 Schedule F: Income Apportionment (English, PDF 377.57 KB)

Open PDF file, 218.99 KB,  2018 Schedule H: Investment Tax Credit and Carryovers (English, PDF 218.99 KB)

355S Corporate Excise Forms

Open PDF file, 1.77 MB,  2018 Form 355S: S Corporation Excise Return (English, PDF 1.77 MB)

Open PDF file, 495.44 KB,  2018 Form 355S Instructions (English, PDF 495.44 KB)

(Revised April 22, 2019)

Open PDF file, 2.09 MB,  2018 Schedule S: S Corporation Distributive Income (English, PDF 2.09 MB)

Open PDF file, 683.37 KB,  2018 Schedule SK-1: Shareholder’s Massachusetts Information (English, PDF 683.37 KB)

355U Corporate Excise Forms

Open PDF file, 73.7 KB,  2018 Form 355U: Excise for Taxpayers Subject to Combined Reporting (English, PDF 73.7 KB)

Open PDF file, 238.26 KB,  2018 Form 355U Instructions (English, PDF 238.26 KB)

(Revised April 22, 2019)

Open PDF file, 73.92 KB,  2018 Schedule CG: Combined Reporting Allocation Schedule (English, PDF 73.92 KB)

Open PDF file, 49.76 KB,  2018 Schedule CG Instructions (English, PDF 49.76 KB)

Open PDF file, 37.56 KB,  2018 Schedule CIR: Consolidated Return Income Reconciliation (English, PDF 37.56 KB)

Open PDF file, 35.32 KB,  2018 Schedule CIR Instructions (English, PDF 35.32 KB)

Open PDF file, 42.43 KB,  2018 Schedule DRE: Disclosure of Disregarded Entity (English, PDF 42.43 KB)

Open PDF file, 37.09 KB,  2018 Schedule DRE Instructions (English, PDF 37.09 KB)

Open PDF file, 58.39 KB,  2018 Schedule FE: Report With Respect to Foreign Entities (English, PDF 58.39 KB)

Updated February 27, 2019

Open PDF file, 47.23 KB,  2018 Schedule FE Instructions (English, PDF 47.23 KB)

Open PDF file, 39.7 KB,  2018 Schedule TTP: Tax Treaty Positions (English, PDF 39.7 KB)

Open PDF file, 36.47 KB,  2018 Schedule TTP Instructions (English, PDF 36.47 KB)

Open PDF file, 71.79 KB,  2018 Schedule U-CI: Combined Income (English, PDF 71.79 KB)

Open PDF file, 32.72 KB,  2018 Schedule U-CI Instructions (English, PDF 32.72 KB)

Open PDF file, 71.44 KB,  2018 Schedule U-CS: Credits Shared from Other Members (English, PDF 71.44 KB)

Open PDF file, 37.03 KB,  2018 Schedule U-CS Instructions (English, PDF 37.03 KB)

Open PDF file, 75.73 KB,  2018 Schedule U-E: Massachusetts Unitary or Affiliated Group Income (English, PDF 75.73 KB)

Open PDF file, 47.29 KB,  2018 Schedule U-E Instructions (English, PDF 47.29 KB)

Open PDF file, 71.41 KB,  2018 Schedule U-IC: Member’s Individual Credits (English, PDF 71.41 KB)

Open PDF file, 39.53 KB,  2018 Schedule U-IC Instructions (English, PDF 39.53 KB)

Open PDF file, 40.07 KB,  2018 Schedule U-INS: Payment to Insurance Companies Under Common Ownership (English, PDF 40.07 KB)

Open PDF file, 33.29 KB,  2018 Schedule U-INS Instructions (English, PDF 33.29 KB)

Open PDF file, 66.78 KB,  2018 Schedule U-M: Member’s Income and Expenses (English, PDF 66.78 KB)

Open PDF file, 61.08 KB,  2018 Schedule U-M Instructions (English, PDF 61.08 KB)

Open PDF file, 73.3 KB,  2018 Schedule U-MSI: Member’s Apportioned Share of Group Income (English, PDF 73.3 KB)

Open PDF file, 47.07 KB,  2018 Schedule U-MSI Instructions (English, PDF 47.07 KB)

Open PDF file, 72.6 KB,  2018 Schedule U-MTI: Member’s Taxable Income from Sources Other Than the Unitary Business (English, PDF 72.6 KB)

Open PDF file, 40.56 KB,  2018 Schedule U-MTI Instructions (English, PDF 40.56 KB)

Open PDF file, 72.12 KB,  2018 Schedule U-NOLS: Member’s Shared Loss Carryover (English, PDF 72.12 KB)

Open PDF file, 39.68 KB,  2018 Schedule U-NOLS Instructions (English, PDF 39.68 KB)

Open PDF file, 74.02 KB,  2018 Schedule U-ST: Member’s Separate Computation of Tax (English, PDF 74.02 KB)

Open PDF file, 47.27 KB,  2018 Schedule U-ST Instructions (English, PDF 47.27 KB)

Open PDF file, 66.11 KB,  2018 Schedule U-TM: Tax By Member (English, PDF 66.11 KB)

Open PDF file, 32.05 KB,  2018 Schedule U-TM Instructions (English, PDF 32.05 KB)

Corporate Excise Additional Forms

Open PDF file, 49.78 KB,  2018 Allotment Schedule CHDC: Certified Housing Development Credit (English, PDF 49.78 KB)

Open PDF file, 37.29 KB,  2018 Allotment Schedule HRC: Historic Rehabilitation Credit Summary (English, PDF 37.29 KB)

Open PDF file, 35.37 KB,  2018 Allotment Schedule LIHC: Low-Income Housing Credit Summary (English, PDF 35.37 KB)

Open PDF file, 35.61 KB,  2018 Certificate LIHC: Low-Income Housing Credit Allotment (English, PDF 35.61 KB)

Open PDF file, 123.98 KB,  2018 Schedule CMS: Credit Manager Schedule and Instructions (English, PDF 123.98 KB)

Open PDF file, 46.95 KB,  2018 Schedule CRS: Credit Recapture Schedule (English, PDF 46.95 KB)

Open PDF file, 36.57 KB,  2018 Early Election Schedule LIHC: Low-Income Housing Credit Notification (English, PDF 36.57 KB)

Open PDF file, 81.79 KB,  2018 Form 355-7004 Misc: Financial Institution, Insurance or Miscellaneous Extension Payment Worksheet and Voucher (English, PDF 81.79 KB)

Open PDF file, 70.69 KB,  2018 Form 355-7004: Corporate Extension Payment Worksheet and Voucher (English, PDF 70.69 KB)

Open PDF file, 477.69 KB,  2018 Form 355-PV: Massachusetts Corporate Tax Payment Voucher (English, PDF 477.69 KB)

Open PDF file, 41.41 KB,  2018 Form 355RD: Statement Relating to Research and Development (English, PDF 41.41 KB)

Open PDF file, 477.68 KB,  2018 Form 355S-PV: Massachusetts Corporate Tax Payment Voucher (English, PDF 477.68 KB)

Open PDF file, 88.29 KB,  2018 Form 355SBC: Small Business Corporation Excise Return (domestic corporations only) (English, PDF 88.29 KB)

Open PDF file, 79.77 KB,  2018 Form 355SC: Security Corporation Excise Return (English, PDF 79.77 KB)

Open PDF file, 197.86 KB,  2018 Form 355SC Instructions (English, PDF 197.86 KB)

Open PDF file, 41.08 KB,  2018 Form 355SV: Taxation of Ships and Vessels (English, PDF 41.08 KB)

Open PDF file, 46.75 KB,  2018 Form BCA: Brownfields Credit Application (English, PDF 46.75 KB)

Open PDF file, 42.71 KB,  2018 Form BCTA: Brownfields Credit Transfer Application (English, PDF 42.71 KB)

Open PDF file, 78.22 KB,  2018 Form FP: Application for Payroll/Production Credit (English, PDF 78.22 KB)

Open PDF file, 73.03 KB,  2018 Form LOA: Loan-Out Affidavit/Allocation (English, PDF 73.03 KB)

Open PDF file, 81.5 KB,  2018 Form M-990T-7004: Unrelated Business Income Tax Extension Payment Worksheet and Voucher (For taxpayers filing Form-990T, Form M-990T-62 or Form 3M) (English, PDF 81.5 KB)

Open PDF file, 64.31 KB,  2018 Form M-990T: Unrelated Business Income Tax Return (English, PDF 64.31 KB)

Open PDF file, 70.45 KB,  2018 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 70.45 KB)

Open PDF file, 68.06 KB,  2018 Form M-8453C: Corporate Tax Declaration for Electronic Filing (English, PDF 68.06 KB)

Open PDF file, 39.16 KB,  2018 Form MDCA: Medical Device Credit Application (English, PDF 39.16 KB)

Open PDF file, 39.53 KB,  2018 Form MDCTA: Medical Device Credit Transfer Application (English, PDF 39.53 KB)

Open PDF file, 73.73 KB,  2018 Form STE: Application for Sales Tax Exemption (English, PDF 73.73 KB)

Open PDF file, 39.71 KB,  2018 Form TSA: Film Credit Transfer or Sale Application (English, PDF 39.71 KB)

Open PDF file, 38.98 KB,  2018 Individual Certificate CHDC: Certified Housing Development Credit (English, PDF 38.98 KB)

Open PDF file, 36.32 KB,  2018 Individual Certificate HRC: Historic Rehabilitation Credit (English, PDF 36.32 KB)

Open PDF file, 68.32 KB,  2018 Schedule ABI: Exceptions to the Add Back of Interest Expenses (English, PDF 68.32 KB)

Open PDF file, 73.42 KB,  2018 Schedule ABIE: Exceptions to the Add Back of Intangible Expenses (English, PDF 73.42 KB)

Open PDF file, 123.98 KB,  2018 Schedule CMS: Credit Manager Schedule and Instructions (English, PDF 123.98 KB)

Open PDF file, 46.95 KB,  2018 Schedule CRS: Credit Recapture Schedule (English, PDF 46.95 KB)

Open PDF file, 50 KB,  2018 Schedule EDIP: Refundable Economic Development Incentive Program Credit (English, PDF 50 KB)

Revised February 11, 2019; change noted on file

Open PDF file, 79.82 KB,  2018 Schedule EOAC: Economic Opportunity Area Credit (English, PDF 79.82 KB)

Open PDF file, 193.93 KB,  2018 Schedule FCI and Instructions: Foreign Corporation Income of U.S. Shareholder (English, PDF 193.93 KB)

Open PDF file, 53.56 KB,  2018 Schedule HM: Harbor Maintenance Tax Credit (English, PDF 53.56 KB)

Open PDF file, 51.71 KB,  2018 Schedule M-1: Federal Reconciliation (English, PDF 51.71 KB)

Open PDF file, 51.11 KB,  2018 Schedule NOL: Net Operating Loss Carryforward (English, PDF 51.11 KB)

Open PDF file, 41.8 KB,  2018 Schedule NOL Instructions (English, PDF 41.8 KB)

Open PDF file, 325.11 KB,  2018 Schedule RC: Research Credit (English, PDF 325.11 KB)

Open PDF file, 57.37 KB,  2018 Schedule RC Instructions (English, PDF 57.37 KB)

Open PDF file, 39.15 KB,  2018 Schedule RLSC: Refundable Life Science Credit Life Science Company (English, PDF 39.15 KB)

Open PDF file, 94.5 KB,  2018 Schedule RNW: REIT Net Worth Calculation (English, PDF 94.5 KB)

Open PDF file, 23.85 KB,  Schedule TDS: Taxpayer Disclosure Statement (English, PDF 23.85 KB)

Updated to fillable PDF as of February 14, 2024

Open PDF file, 38.43 KB,  2018 Schedule VP: Vanpool Credit (English, PDF 38.43 KB)

Open PDF file, 39.1 KB,  2018 Transfer/Sale CHDC: Certified Housing Development Credit Certificate (English, PDF 39.1 KB)

Open PDF file, 38.66 KB,  2018 Transfer/Sale HRC: Historic Rehabilitation Credit Certificate (English, PDF 38.66 KB)

Open PDF file, 36.18 KB,  2018 Transfer LIHC: Low-Income Housing Credit Statement (English, PDF 36.18 KB)

Open PDF file, 271.06 KB,  Form 355Q: Application for Manufacturing Classification (English, PDF 271.06 KB)

Open PDF file, 65.59 KB,  Form AA-1: Application for Section 42 Method of Apportionment (English, PDF 65.59 KB)

Estimated Tax Payment Vouchers

Open PDF file, 610.67 KB,  2019 Form 355-ES: Corporate Estimated Tax Payment Vouchers, Instructions and Worksheets (English, PDF 610.67 KB)

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