Early Release and Data Recognition Forms
Early Release Forms
The forms that have a posted date in the Early Release column below are considered final with the exception of federal line references and the current year interest rate. All final versions of the forms will be posted to the forms and manuals page. You will not need to resubmit your forms for approval, but will be expected to update them accordingly with the new information.
Data Recognition Forms
In a continuing effort to automate document processing and improve overall accuracy and efficiency, the Department has implemented data recognition features and 1D barcodes on the forms listed on this page. Samples of these forms can be found by clicking on the date reflected in the Data Recognition column. The Department has designed the fields in which data will be recognized on a 10 x 6 grid (10 characters to the inch and 6 lines to the inch) to assist software developers in creating substitute versions. The form samples contain highlighted boxes to denote the data recognition fields.
The two form types for data recognition are:
Full Data Recognition – Forms must be created with all data entry fields appearing in the exact same location as the Department produced form. If all fields are highlighted, the form is Full Data Recognition.
Partial Data Recognition – Forms must be created so only the index information (i.e. Missouri Tax I.D. Number, Federal Employer I.D. Number, Social Security Number, etc.) fields appear in the exact same location as the Department produced forms. The fields on the form that are not considered an index value should look like the Department produced forms, but do not have to match the exact location. Keep in mind that fields on Partial Data Recognition forms that will not be recognized may be outside the 10 x 6 grid design because their locations do not need to be exact.
Additional information on creating substitute forms can be found here. If you have any questions regarding either process you may contact the Forms Group at: moforms@dor.mo.gov.
| Form Number and Description | Early Release |
Changes | Data Recognition |
|---|---|---|---|
| 53-1 - Sales Tax Return | 12/28/2021 | ||
| 53-C - Consumer's Use Tax Return | 06/30/2020 | ||
| 53-V - Vendor's Use Tax Return | 06/30/2020 | ||
| 53-E10 - Annual 10% EEDP Reconciliation Return - 10% Electrical Energy | 11/07/2023 | Revision Date Year References |
01/02/2024 |
| 53-E25 - Annual 25% EEDP Reconciliation Return - 25% Recovered Material | 11/07/2023 | Revision Date Year References |
01/02/2024 |
| 126 - Registration or Exemption Change Request | 12/12/2022 | ||
| 163 - Sales Tax Protest Payment Affidavit | 03/09/2020 | ||
| 163B - Sales or Use Tax Protest Affidavit | 03/09/2020 | ||
| 331 - Surety Bond | 04/01/2021 | ||
| 332 - Cash Bond | 04/01/2021 | ||
| 472 - Request for Sales or Use Tax Cash Bond Refund | 12/05/2014 | ||
| 472P - Purchaser's Claim Under Section 144.190.4(2) for Sales or Use Tax Refund | Revision Date Verbiage |
07/03/2023 | |
| 472S - Seller's Claim for Sales or Use Tax Refund or Credit | Revision Date Verbiage |
05/31/2022 | |
| 548 - Employee’s Substitute Wage and Tax Statement | 05/31/2018 | ||
| 943T - Request for Tax Clearance for Transient Employers | 12/05/2014 | ||
| 948 - Assessor Certification | 02/20/2018 | ||
| 1746 - Missouri Sales or Use Tax Exemption Application | 09/01/2022 | ||
| 1749E-10 - Application for 10% Electrical Energy Exemption for Manufacturing | 11/07/2019 | ||
| 1749E-25 - Application for 25% Recovered Material Electrical Energy Exemption for Manufacturing | 11/07/2019 | ||
| 1937 - Request for Photocopy of Missouri Income Tax Return or Property Tax Credit Claim | 01/16/2024 | ||
| 2038 - Nonprotested Use Tax Payment Report | 03/09/2020 | ||
| 2039 - Nonprotested Sales Tax Payment Report | 03/09/2020 | ||
| 2041 - Use Tax Protest Payment Report | 03/09/2020 | ||
| 2414S - Sales Payment and Return Due Dates | 11/07/2023 | Revision Date Year References Verbiage |
N/A |
| 2414W - Withholding Payment and Return Due Dates | 11/07/2023 | Revision Date Year References Verbiage |
N/A |
| 2643 - Tax Registration Application and all Bond Forms | 01/30/2023 | ||
| 2643A - Tax Registration Application | 01/30/2023 | ||
| 2643S - Missouri Special Events Application | 03/25/2022 | ||
| 2643T - Transient Employer Tax Registration Application | 01/30/2023 | ||
| 2823 - Credit Institution Tax Return | 12/16/2021 |
Revision Date Year References Verbiage |
N/A |
| 2827 - Power of Attorney | Revision Date Verbiage |
04/25/2024 | |
| 2879 - Irrevocable Letter of Credit | 04/01/2021 | ||
| 4096 - Authorization for Release of Confidential Information | 11/09/2021 | ||
| 4098 - Application for Direct Pay Authorization | Links Updated | 01/04/2022 | |
| 4172 - Assignment of Certificate of Deposit | 04/01/2021 | ||
| 4340 - Individual's Consumer Use Tax Return | 11/07/2023 | Revision Date Year References |
01/02/2024 |
| 4354 - Worksheet for Calculating Business Facility Credit, Enterprise Zone Modification and Enterprise Zone Credit for Individuals | 12/03/2014 | ||
| 4458 - Business Activity Questionnaire | 05/19/2023 | ||
| 5071 - Corporate Investments In or Advances to Subsidiaries Schedule | 12/06/2016 | ||
| 5143 - Safe at Home - Request for Address Confidentiality of Tax Records | 12/01/2014 | ||
| 5237 - Offer In Compromise Waiver | 12/05/2014 | ||
| 5433 - Assignment of Rights from the Seller to Purchaser for Refund Under Section 144.190.4(2) | 07/03/2023 | ||
| 5440 - Statement Confirming Purchaser's Efforts to Obtain an Assignment of Rights from the Seller for Refund Under Section 144.190.4(2) | 07/03/2023 | ||
| 5507 - ACH Transfer Agreement for Local Subdivisions | 01/22/2018 | ||
| 5522 - No Tax Due Request | 12/05/2014 | ||
| 5632 - MOST – Missouri’s 529 Education Savings Plan Direct Deposit Form – Individual Income Tax | 11/07/2023 | Revision Date Year References Verbiage |
01/02/2024 |
| 5668 - Garnishment Hardship Application | 08/09/2017 | ||
| 5695 - Qualified Health Insurance Premiums Worksheet | 11/07/2023 | Revision Date | 01/02/2024 |
| 5802 - Fiduciary Federal Tax Deduction Schedule | 11/17/2023 | Revision Date Year References |
N/A |
| 8821 - Authorization for Release of Confidential Information | 12/01/2014 | ||
| INT-2 - Bank Franchise Tax Return | N/A | ||
| INT-3 - Savings & Loan Association — Building and Loan Association Tax Return | N/A | ||
| MO W-4 - Transmittal of Wage and Tax Statements Flat/Single Voucher | 11/07/2023 | Revision Date | N/A |
| MO-1NR - Income Tax Payments for Nonresident Individual Partners or S Corporation Shareholders | 11/07/2023 | Revision Date Year References Verbiage |
01/02/2024 |
| MO-2NR - Statement of Income Tax Payments for Nonresident Partners or S Corporation Shareholders | 11/07/2023 | Revision Date Year References Verbiage |
01/02/2024 |
| MO-3NR - Partnership/Corporation Withholding Exemption/Revocation Agreement | 11/17/2023 | Revision Date |
N/A |
| MO-22 - Authorization and Consent of Subsidiary Corporation | 12/01/2016 | ||
| MO-60 - Application for Extension of Time to File | 11/07/2023 | Revision Date Year References Verbiage |
01/02/2024 |
| MO-656 - Individual Income Tax Offer in Compromise | 09/22/2020 | ||
| MO-656A - Exceptional Circumstances or Low Income Offer in Compromise | 09/22/2020 | ||
| MO-656B - Missouri Business Tax Offer in Compromise | 09/22/2020 | ||
| MO-851 - Affiliations Schedule | 12/02/2016 | ||
| MO-941 - Employer's Return of Income Taxes Withheld | 06/24/2022 | ||
| MO-1040 - Individual Income Tax Return - Long Form | 11/17/2023 | Revision Date Year References Verbiage |
01/11/2024 |
| MO-1040A - Individual Income Tax Return- Single/Married (One Income) - Short Form | 11/17/2023 | Revision Date Year References Verbiage |
01/11/2024 |
| MO-1040ES - Declaration of Estimated Tax for Individuals | 12/17/2021 | Revision Date Year References Verbiage |
12/27/2021 |
| MO-1040P - Property Tax Credit Claim/Pension Exemption - Short Form | 12/23/2020 | ||
| MO-1040V - Individual Income Tax Payment Voucher | 11/07/2023 | Revision Date |
01/02/2024 |
MO-1041 - Fiduciary Income Tax Return |
|
Revision Date Year References Verbiage |
N/A |
MO-1065 - Partnership Return of Income |
11/07/2023 | Revision Date Year References Verbiage |
N/A |
|
Revision Date |
01/02/2024 | |
| MO-1120ES - Declaration of Estimated Tax for Corporations | 11/07/2023 | Revision Date |
N/A |
| MO-1120S - S Corporation Income Tax Return | 11/17/2023 |
Revision Date |
01/02/2024 |
| MO-1120V - Corporation Income/Franchise Tax Payment Voucher | 11/07/2023 |
Revision Date |
N/A |
| MO-1120X - Amended Missouri Corporation Return — For Tax Years 1992 and Prior | 04/03/2019 | ||
| MO-2210 - Underpayment of Estimated Tax by Individuals | 12/02/2021 |
Revision Date Year References Verbiage |
01/11/2024 |
MO-2220 - Corporation Underpayment of Estimated Tax Schedule |
11/17/2023 | Revision Date |
01/02/2024 |
| MO-5090 - Net Operating Loss Addition Modification Worksheet | 11/07/2023 | Revision Date |
01/02/2024 |
| MO-7004 - Application for Extension of Time to File | 11/07/2023 | Revision Date Verbiage |
01/02/2024 |
| MO-8826 - Disabled Access Credit | 11/07/2023 | Revision Date |
N/A |
| MO-A - Individual Income Tax Adjustments | 11/07/2023 | Revision Date Year References Verbiage |
01/11/2024 |
| MO-ATC - Adoption Tax Credit Claim | 11/07/2023 | Revision Date | N/A |
| MO-BTC - Bank Franchise Tax Credit for S Corporation Shareholders | 11/07/2023 | Revision Date | 01/02/2024 |
MO-C - Missouri Dividends Deduction Schedule |
Revision Date |
01/02/2024 | |
| MO-CR - Credit for Income Tax Paid to Other States | 11/07/2023 | Revision Date Year References |
01/08/2024 |
| MO-CFC - Champion for Children Tax Credit | 11/07/2023 | Revision Date Year References Verbiage |
N/A |
| MO-CIC - Children In Crisis Tax Credit Claim (Only 2012 version will be revised) | 05/28/2015 | ||
| MO-CRP - Certification of Rent Paid | 11/07/2023 | Revision Date Year References |
01/02/2024 |
| MO-FT - Corporate Franchise Tax Return | 02/09/2015 | ||
| MO-HEA - Home Energy Audit Expense | 12/03/2020 | ||
| MO-JTC - New Jobs Training Program Employers Withholding Form | 03/25/2022 | ||
| MO-MJP - Manufacturing Jobs Program Employers Withholding Report | 03/25/2015 | ||
MO-MS - Corporation Allocation and Apportionment Schedule |
Revision Date Year References Verbiage |
01/02/2024 | |
MO-MSS - S Corporation Allocation and Apportionment Schedule Form and Instructions (SEE NOTES) |
Revision Date |
01/11/2024 | |
| MO-MWP - Missouri Works Program | 03/25/2022 | ||
| MO-NAI - Nonapportionable Income Schedule | 11/17/2023 | Revision Date Year References |
01/11/2024 |
| MO-NBI - Nonbusiness Income | 12/01/2016 | ||
| MO-NJD - Small Business Deduction for New Jobs Under Section 143.173, RSMo | 12/04/2014 | ||
| MO-NRF - Nonresident Fiduciary Return | 11/07/2023 | Revision Date Year References |
N/A |
| MO-NRI - Nonresident Income Percentage | 11/07/2023 | Revision Date Year References |
01/02/2024 |
| MO-NRP - Nonresident Partnership Form | 11/08/2021 |
Revision Date |
N/A |
MO-NRS - S Corporation Nonresident Form |
11/07/2023 | Revision Date |
01/08/2024 |
| MO-PTC - Property Tax Credit Claim | 11/07/2023 | Revision Date Year References Verbiage |
|
| MO-PTC - Instructions | 11/17/2023 | Revision Date Year References Verbiage |
N/A |
| MO-PTE AP - Pass-Through Entity Anticipated Tax Payment Voucher and Instructions | 11/17/2023 | Revision Date Year References |
N/A |
| MO-PTEV - Pass-Through Entity Tax Payment Voucher Instructions | 11/17/2023 | Revision Date Year References |
N/A |
| MO-PTS - Property Tax Credit Claim | 11/07/2023 | Revision Date Year References |
01/02/2024 |
| MO-QJP - Quality Jobs Employers Withholding Report | 3/25/2015 | ||
| MO-RJC - Job Retention Training Program Credit Employers Withholding Form | 12/03/2014 | ||
| MO-SCC - Shared Care Tax Credit | 11/07/2023 | Revision Date Year References |
N/A |
| MO-SHC - Self-Employed Health Insurance Tax Credit | 11/07/2023 |
Revision Date |
01/02/2024 |
| MO-SSC - Public Safety Officer Surviving Spouse Credit | Revision Date Verbiage |
09/27/2022 | |
| MO-TC - Miscellaneous Income Tax Credits | 12/02/2021 | Revision Date Verbiage |
01/02/2024 |
| MO-TF - Missouri Tax Credit Transfer Form | 05/16/2023 | ||
| MO W-3 - Transmittal of Tax Statements | 11/26/2018 |