Post Content

Important Information about Trustee and Corporate Excise Filings

DOR is going Green, and by that we mean we’re simplifying how business taxpayers will file certain business taxes. With the launch of MassTaxConnect on November 30, 2015, please note that some of the forms you used to file are being consolidated and some are going away outright!


Eliminated Form(s) New Form
Withholding M-941A M-941
Sales/Use Tax ST-9A ST-9
Room Occupancy RO-2CF (for Boston, Cambridge, Chicopee, Springfield, West Springfield and Worcester) RO-2
Miscellaneous M-3M M-3



Eliminated Schedule(s) New Form/Schedule
Corporate Schedules A-1 None
A-2 None
A-3 None
355SBC Paper Form 355SBC Online Form 355SBC
Estimated Tax Payments 355-ES: Business or Manufacturing Corps 355-ES
355-ES: Financial Institutions
355-ES: Insurance Companies
Miscellaneous Schedule CR Credit Manager Schedule
Schedule RF
Schedule H-2 Credit Recapture Schedule

Note: the “Federal ID Number” field will be replaced by a DOR-issued “Account ID Number” on Trustee and Corporate Excise Tax returns.

Written By:

Recent Posts

Are you ready to join the DOR Team? posted on Oct 30

At the Department of Revenue, we are committed to recruiting and retaining talented people throughout the New England region. We have many positions open for a seasonal workforce to join our team. What’s a Seasonal position? Seasonal positions are essential jobs that help the Department   …Continue Reading Are you ready to join the DOR Team?

Tax Security 2.0 – A “Taxes-Security-Together” Checklist posted on Jul 16

DOR is sharing the following IRS “Taxes-Security-Together” checklist to increase awareness amongst taxpayers, and specifically tax professionals, about safeguarding private taxpayer information. The “Taxes-Security-Together” Checklist Some tax pros may routinely overlook these checklist items and others need to regularly revisit them. The steps are not   …Continue Reading Tax Security 2.0 – A “Taxes-Security-Together” Checklist

Why do most Massachusetts taxpayers file electronically? Lots of good reasons. posted on Mar 17

If you haven’t filed your Massachusetts personal income tax return, there are very good reasons to consider e-filing.  Millions of taxpayers have already taken advantage of e-filing, the most convenient way to get your taxes done. Why are we confident that e-filing is the very   …Continue Reading Why do most Massachusetts taxpayers file electronically? Lots of good reasons.