Occupational License Tax Department
                                                     www.BooneCountyKy.org 
                                                                 PO  Box 960 
                                                             Burlington, KY 41005 
                                                             (859) 334-2144 
                                                             Fax (859) 334-3914 
                                                     occlicense@boonecountyky.org

                    Annual Reconciliation Instructions for 2020
An annual return is required to be filed for any business that is required to file quarterly payroll withholding tax 
returns, regardless if the taxpayer had taxable wages or withholding.  In order to eliminate the filing requirement for 
taxpayers with no employees, please fill out a change form located on our website and indicate the date you stopped 
paying employees.  We will deactivate the payroll portion of your payroll account.  If/when you have employees,  all 
you need to do is file the same change form indicating when you will begin paying employees. 

Please fill in the blank for the total number of employees that worked in Boone County for the current tax year for 
each of the three taxes. 

Please fill in the blanks of each quarter for the wages and tax withheld/remitted for the three categories that were 
remitted during the year of 201 .  Add8the quarterly amounts and enter in the total remitted blank.  Please verify that        
these figures match the Quarterly Payroll Returns you have filed.  If they differ, amended returns will need to be filed 
for the affected quarters. 

Enter the total W-2 wages subject to the respective tax and multiply by the appropriate tax rate.  Enter the total 
number of W-2’s for each category on the respective line. 

        The employees’ W-2’s are to be filed with the reconciliation prior to March 2, 2020.  No extension will be 
         granted.  Late filed annual reconciliations will incur a $75 late filing penalty.
        The taxable wages and tax amounts withheld for each of the three separate taxes must be listed individually
         by employee, either on the W2 or on a separate listing.
        Please make sure the Employee addresses are listed.
        It is unacceptable to have negative taxable wages/withholding in any given quarter.  Any adjustments need
         to be made in the quarter in which the wage/tax was initially reported.
        We do not accept magnetic media for W2’s at this time

Subtract the total remitted for each category from the W-2 totals.  

Add the respective tax categories together (A+B+C) to arrive at the net amount due/overpaid. 

If the difference is less than $5.00, no amount is due or will be refunded.  However, if greater than $5.00, send 
payment along with this form and the W-2’s to: 
Boone County Occupational License  Department, PO Box 960, Burlington, KY  41005-0960. 

If a refund of $5.00 or more is shown, you must amend the correct quarterly return and submit the amended form to 
receive a refund. 

                                       Mail your Annual Reconciliations and W2’s to: 

                                                      Boone County Fiscal Court 
                                           Occupational License Department 
                                                             PO Box 960 
                                                     Burlington, KY 41005-0960  

Returns mailed to the incorrect location will be considered late and will be assessed a $75 penalty. 

If you have any questions, please call 859-334-2144 or email:  OccLicense@BooneCountyKy.org. 

Tax forms can be accessed at our web site:  http://www.boonecountyky.org/departments/occupational_licensing/index.aspx
                                                                                                                   Form  1106