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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

2018 Form 355: Business/Manufacturing Corporation Excise Return (PDF 1.76 MB)

2018 Form 355 Instructions (PDF 257.58 KB)

(Revised April 22, 2019)

2018 Schedule F: Income Apportionment (PDF 377.57 KB)

2018 Schedule H: Investment Tax Credit and Carryovers (PDF 218.99 KB)

355S Corporate Excise Forms

2018 Form 355S: S Corporation Excise Return (PDF 1.77 MB)

2018 Form 355S Instructions (PDF 495.44 KB)

(Revised April 22, 2019)

2018 Schedule S: S Corporation Distributive Income (PDF 2.09 MB)

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

355U Corporate Excise Forms

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

2018 Form 355U Instructions (PDF 238.26 KB)

(Revised April 22, 2019)

2018 Schedule CG: Combined Reporting Allocation Schedule (PDF 73.92 KB)

2018 Schedule CG Instructions (PDF 49.76 KB)

2018 Schedule CIR: Consolidated Return Income Reconciliation (PDF 37.56 KB)

2018 Schedule CIR Instructions (PDF 35.32 KB)

2018 Schedule DRE: Disclosure of Disregarded Entity (PDF 42.43 KB)

2018 Schedule DRE Instructions (PDF 37.09 KB)

2018 Schedule FE: Report With Respect to Foreign Entities (PDF 58.39 KB)

Updated February 27, 2019

2018 Schedule FE Instructions (PDF 47.23 KB)

2018 Schedule TTP: Tax Treaty Positions (PDF 39.7 KB)

2018 Schedule TTP Instructions (PDF 36.47 KB)

2018 Schedule U-CI: Combined Income (PDF 71.79 KB)

2018 Schedule U-CI Instructions (PDF 32.72 KB)

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

2018 Schedule U-CS Instructions (PDF 37.03 KB)

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

2018 Schedule U-E Instructions (PDF 47.29 KB)

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

2018 Schedule U-IC Instructions (PDF 39.53 KB)

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

2018 Schedule U-INS Instructions (PDF 33.29 KB)

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

2018 Schedule U-M Instructions (PDF 61.08 KB)

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

2018 Schedule U-MSI Instructions (PDF 47.07 KB)

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

2018 Schedule U-MTI Instructions (PDF 40.56 KB)

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

2018 Schedule U-NOLS Instructions (PDF 39.68 KB)

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

2018 Schedule U-ST Instructions (PDF 47.27 KB)

2018 Schedule U-TM: Tax By Member (PDF 66.11 KB)

2018 Schedule U-TM Instructions (PDF 32.05 KB)

Corporate Excise Additional Forms

2018 Allotment Schedule CHDC: Certified Housing Development Credit (PDF 49.78 KB)

2018 Allotment Schedule HRC: Historic Rehabilitation Credit Summary (PDF 37.29 KB)

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

2018 Certificate LIHC: Low-Income Housing Credit Allotment (PDF 35.61 KB)

2018 Schedule CMS: Credit Manager Schedule and Instructions (PDF 123.98 KB)

2018 Schedule CRS: Credit Recapture Schedule (PDF 46.95 KB)

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

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

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

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

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

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

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

2018 Form 355SC: Security Corporation Excise Return (PDF 79.77 KB)

2018 Form 355SC Instructions (PDF 197.86 KB)

2018 Form 355SV: Taxation of Ships and Vessels (PDF 41.08 KB)

2018 Form BCA: Brownfields Credit Application (PDF 46.75 KB)

2018 Form BCTA: Brownfields Credit Transfer Application (PDF 42.71 KB)

2018 Form FP: Application for Payroll/Production Credit (PDF 78.22 KB)

2018 Form LOA: Loan-Out Affidavit/Allocation (PDF 73.03 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) (PDF 81.5 KB)

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

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

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

2018 Form MDCA: Medical Device Credit Application (PDF 39.16 KB)

2018 Form MDCTA: Medical Device Credit Transfer Application (PDF 39.53 KB)

2018 Form STE: Application for Sales Tax Exemption (PDF 73.73 KB)

2018 Form TSA: Film Credit Transfer or Sale Application (PDF 39.71 KB)

2018 Individual Certificate CHDC: Certified Housing Development Credit (PDF 38.98 KB)

2018 Individual Certificate HRC: Historic Rehabilitation Credit (PDF 36.32 KB)

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

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

2018 Schedule CMS: Credit Manager Schedule and Instructions (PDF 123.98 KB)

2018 Schedule CRS: Credit Recapture Schedule (PDF 46.95 KB)

2018 Schedule EDIP: Refundable Economic Development Incentive Program Credit (PDF 50 KB)

Revised February 11, 2019; change noted on file

2018 Schedule EOAC: Economic Opportunity Area Credit (PDF 79.82 KB)

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

2018 Schedule HM: Harbor Maintenance Tax Credit (PDF 53.56 KB)

2018 Schedule M-1: Federal Reconciliation (PDF 51.71 KB)

2018 Schedule NOL: Net Operating Loss Carryforward (PDF 51.11 KB)

2018 Schedule NOL Instructions (PDF 41.8 KB)

2018 Schedule RC: Research Credit (PDF 325.11 KB)

2018 Schedule RC Instructions (PDF 57.37 KB)

2018 Schedule RLSC: Refundable Life Science Credit Life Science Company (PDF 39.15 KB)

2018 Schedule RNW: REIT Net Worth Calculation (PDF 94.5 KB)

Schedule TDS: Taxpayer Disclosure Statement (PDF 23.27 KB)

2018 Schedule VP: Vanpool Credit (PDF 38.43 KB)

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

2018 Transfer/Sale HRC: Historic Rehabilitation Credit Certificate (PDF 38.66 KB)

2018 Transfer LIHC: Low-Income Housing Credit Statement (PDF 36.18 KB)

Form 355Q: Application for Manufacturing Classification (PDF 271.06 KB)

Form AA-1: Application for Section 42 Method of Apportionment (PDF 74.68 KB)

Estimated Tax Payment Vouchers

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

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