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NOTICE: Effective January 1, 2024, the Regional Income Tax Agency (RITA) will begin collecting municipal income tax for the Village of Beverly.

FOR RESIDENTS: After January 1, 2024, all Beverly tax payments and tax returns for current and prior tax years are to be sent to RITA. Beginning Jan. 1, 2024, residents will have access to RITA’s FastFile and FastPay applications – with no login, user ID, or password needed. Beginning Feb. 1, 2024, residents will have access to RITA’s MyAccount applications.

FOR BUSINESSES: If you have an existing account with RITA simply add the Beverly withholding tax payment to the employer witihholding return (Form 11). Beginning Feb. 1, 2024, businesses will have access to RITA’s MyAccount applications.

Your account number will be located at the top of the letter you receive and should be used when contacting RITA or submitting payment or forms.

Visit www.ritaohio.com to access FastFile, FastPay, MyAccount, and tax forms.

If you have any questions regarding these upcoming changes with the Village of Beverly income tax, you can contact

Stephanie Campbell at 740-984-2694 or villageofbeverly.taxclerk@gmail.com

 

The tax rate as of Jan. 1, 2023 is 1.25%.

Who is required to file a tax return? 

  • Every resident of the Village of Beverly who receives taxable income from wages, salaries, commissions, income from prizes, awards, gaming, wagering, lotteries, schemes of chance, and other personal service compensation for labor performed or services rendered within or outside of the Village of Beverly.

  • Every unemployed or retired resident of the Village of Beverly must still file a tax form.

  • Every non-resident of the Village of Beverly whose entire income tax liability is not withheld from wages, salaries, commissions, income from prizes, awards, gaming, wagering, lotteries, schemes of chance, and other personal service compensation, and other compensation earned for work done or services performed or rendered within or outside of the Village of Beverly.

  • Every non-resident individual working more than twenty consecutive days in the Village of Beverly and whose employer is not withholding taxes.

  • Every business or professional entity within the Village of Beverly, including individual propriertorships, partnerships, associations, fiduciaries, estates, trusts, and other business and income producing enterprises conducted by or for residents of the Village of Beverly.

  • Every business or professional entity within the Village of Beverly, including individual proprietorships, partnerships, associations, and other business and income producing enterprises conducted in the Billage of Beverly by non-residents.

  • Every corporation conducting activities in the Village of Beverly.

  • Fiduciaries of active trusts and estates of which produces income within the Village of Beverly.

  • Every resident who owns rental property.

  • Every non-resident who owns property in the Village of Beverly

Non-Taxable Income

  • Military pay and government allotments.

  • Net gain from sale, exchange, or other disposition of capital or other assets.

  • Interest and dividends.

  • Social Security benefits.

  • Pensions and retirement benefits

  • Disability and unemployment benefits.

  • Workers compensation.

  • Alimony and child support received.

  • Insurance benefits.

How do I file a return?
Download and complete the annual tax form and return it via mail or in the drop box located beside the main building door, along with cash, check or money order. No credit cards are accepted. 

What is the deadline to file my return? 
Standard tax day deadlines apply. 2022 deadline is April 18, 2023. A $25 penalty will be assessed on all returns received after April 18, 2023.

If you receive an extension, the deadline will be October 15, 2023. The deadline for 2021 returns has now passed and a penalty of $25 will be assessed on all late returns. . 

Are payment plans available?
Yes, we can work with you to determine a payment plan that works for you. To apply, please call our office. 

Who is required to complete a declaration statement? 
Every taxpayer who anticipates receiving taxable income subject to Village of Beverly income tax must file a Declaration of Estimated Income Tax and make quarterly payments for the current tax year if the amount estimated as payable is at least $200.  
Download the 2023 Declaration Statement form

All employers in or doing business in the Village of Beverly must withhold on their employee's wages, file, and pay the tax monthly or quarterly.

Download the 2023 Employer Withholding and Reconciliation form

Office Location & Hours
We are located in the Village office at 919 Mitchell Ave. We are open Monday through Friday from 8:30 a.m. - 5:00 p.m.