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     12/01/2021
53-E25 - Annual 25% EEDP Reconciliation Return - 25% Recovered Material     12/01/2021
126 - Registration or Exemption Change Request     08/27/2021
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     11/30/2021
472S - Seller's Claim for Sales or Use Tax Refund or Credit     11/30/2021
548 - Employee’s Substitute Wage and Tax Statement     05/31/2018
943 - Request for Tax Clearance     12/03/2014
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     11/07/2019
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     12/10/2020
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
2643 - Tax Registration Application and all Bond Forms     08/27/2021
2643A - Tax Registration Application     08/27/2021
2643S - Missouri Special Events Application     11/05/2015
2643T - Transient Employer Tax Registration Application     04/30/2019
2823 - Credit Institution Tax Return 12/16/2021

Revision Date
Year References

Verbiage

N/A
2827 - Power of Attorney     04/20/2021
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
4338 - Individual Income Tax Payment Request     01/15/2019
4340 - Individual Consumer's Use Tax Return     12/01/2021
4354 - Worksheet for Calculating Business Facility Credit, Enterprise Zone Modification and Enterprise Zone Credit for Individuals     12/03/2014
4458 - Business Activity Questionnaire     03/16/2016
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)     07/08/2021
5440 - Statement Confirming Purchaser's Efforts to Obtain an Assignment of Rights from the Seller for Refund Under Section 144.190.4(2)     07/08/2021
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 Revision Date
Verbiage
12/27/2021
5668 - Garnishment Hardship Application     08/09/2017
5695 - Qualified Health Premiums Worksheet 11/04/2021 Revision Date
Verbiage
12/22/2021
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 - Employee's Allowance Withholding Certificate  

N/A
MO-1NR - Income Tax Payments for Nonresident Individual Partners or S Corporation Shareholders 11/30/2021
Revision Date
Year References
12/28/2021
MO-2NR - Statement of Income Tax Payments for Nonresident Partners or S Corporation Shareholders 12/08/2021 Revision Date
Year References
12/28/2021
MO-3NR - Partnership or S Corporation Withholding Exemption Revocation Agreement 11/30/2021

Revision Date
Year References

N/A

 

MO-22 - Authorization and Consent of Subsidiary Corporation     12/01/2016

 

MO-60 - Individual Application Extension of Time To File

 

12/01/2021

Revision Date
Year References

Verbiage

 

12/22/2021

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     12/09/2021
MO-1040 - Individual Income Tax Return     12/27/2021
MO-1040A - Single/Married (Income From One Spouse) Tax Return — Short Form     12/27/2021
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     12/22/2021

 

MO-1041 - Fiduciary Income Tax Return

 

12/08/2021

Revision Date
Year References
Verbiage
N/A

MO-1065
- Partnership Return of Income
11/08/2021
Revision Date
Verbiage
N/A


MO-1120 - Corporation Income Tax Return

Revision Date
Year References
Verbiage


12/28/2021

MO-1120S - S Corporation Income Tax Return 12/08/2021

Revision Date
Year References

12/28/2021
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
01/19/2022

 

MO-2220 - Corporation Underpayment of Estimated Tax Schedule

 

12/08/2021

Revision Date
Year References
Verbiage

 

12/28/2021

MO-5090 - Net Operating Loss Addition Modification Worksheet 11/30/2021

Revision Date

12/28/2021
MO-7004 - Corporate Application for Extension of Time to File 11/01/2021 Revision Date
12/28/2021
MO-8826 - Disabled Access Credit 11/01/2021 Revision Date
12/22/2021
MO-A - Individual Income Tax Adjustments

12/02/2021

 

Revision Date
Year References

Verbiage
12/22/2021
MO-ATC - Adoption Tax Credit Claim 11/04/2021

Revision Date

12/22/2021
MO-BTC - Bank Franchise Tax Credit for S Corporation Shareholders     12/28/2021

 

MO-C - Missouri Dividends Schedule

 

11/30/2021

Revision Date
Year References

Verbiage

 

12/28/2021

MO-CR - Credit for Income Taxes Paid to Other States     12/28/2021
MO-CFC - Champion for Children Tax Credit Claim 11/01/2021 Revision Date 12/22/2021
MO-CIC - Children In Crisis Tax Credit Claim (Only 2012 version will be revised)     05/28/2015
MO-CRP - Certification of Rent Paid 11/01/2021 Revision Date
Year References
12/22/2021
MO-DAT - Residential Dwelling Access Tax Credit     11/17/2015
MO-FPT - Food Pantry, Homeless Shelter, or Soup Kitchen Tax Credit     01/31/2019
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     12/03/2014
MO-MJP - Manufacturing Jobs Program Employers Withholding Report     03/25/2015

 

MO-MS - Corporation Allocation and Apportionment Schedule

 

12/08/2021

Revision Date
Year References

Verbiage

 

12/29/2021

 

MO-MSS - S Corporation Allocation and Apportionment Schedule

 

12/08/2021

Revision Date
Year References
Verbiage

 

12/28/2021

MO-MWP - Missouri Works Program     03/25/2015
MO-NAI - Nonapportionable Income Schedule 11/09/2021 Revision Date
Year References
12/28/2021
MO-NBI - Nonbusiness Income     12/01/2016
MO-NFT - No Franchise Tax Due     12/03/2014
MO-NJD - Small Business Deduction for New Jobs Under Section 143.173, RSMo     12/04/2014
MO-NRF - Nonresident Fiduciary Return 12/08/2021 Revision Date
Year References

 
MO-NRI - Missouri Income Percentage 12/03/2021
Revision Date
Year References

Verbiage
12/22/2021
MO-NRP - Nonresident Partnership Form 11/08/2021

Revision Date
Year References
Verbiage

 

N/A

 

MO-NRS - S Corporation Nonresident Form

 

12/08/2021

Revision Date
Verbiage

 

12/28/2021

MO-PTC - Property Tax Credit Claim  
12/27/2021
MO-PTS - Property Tax Credit Schedule 12/03/2021 Revision Date
Year References

Verbiage
12/22/2021
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 11/04/2021 Revision Date
Verbiage
12/22/2021
MO-SHC - Self-Employed Health Insurance Tax Credit 11/22/2021

Revision Date
Year References
Verbiage

12/22/2021

MO-SSC - Public Safety Officer Surviving Spouse Credit     08/28/2018
MO-TC - Miscellaneous Income Tax Credits 12/02/2021 Revision Date
Year References
Verbiage
12/22/2021
MO-TF - Missouri Tax Credit Transfer Form     10/23/2018
MO W-3 - Transmittal of Tax Statements     11/26/2018