Montana State Tax Guide

State tax registration guide of Montana.

Need to register taxes in another state? Review the State Tax Guide section in our Tax Services Toolkit. 

REQUIRED REGISTRATIONS

• Unemployment Insurance: Montana Department of Labor & Industry (DLI)

• Income Tax Withholding: Montana Department of Revenue (DOR)

REQUIRED INFORMATION

• SIT ID # (format: XXXXXXXXXX)

• SIT payment frequency

• SUI ID # (format: XXXXXXX)

• Current year SUI/AFT rates

• SUI Authorization Form (instructions and form here)

Note: Based on your company's details, your Namely Payroll setup may include several Montana Tax Codes. Montana Administrative Fund Tax uses the same ID as Montana Unemployment tax.

 

REGISTERING FOR UNEMPLOYMENT INSURANCE

New employers in the state of Montana can register with the Montana Department of Labor and Industry by completing the online application here. 

Once registered, you will receive an Unemployment Account Number (UI) and Unemployment Rate (%) which you will need to enter into Namely Payroll under Company > Tax screen (UI tax). 

If you've run payroll in Montana previously, you can find your UI Account Number on notices received from the Montana Department of Labor and Industry such as the Welcome Letter, Form UI-5.

 

For additional information on registering for taxes, read Employment Tax Registration Overview.

 

REGISTERING FOR INCOME TAX WITHHOLDING 

If this is your first time running payroll in Montana, you'll need to register with the Montana Department of Revenue by completing the online registration.Once on the webpage, navigate to Businesses, Register for a New Tax Account.

TIP:

Future-date registration is possible for this state's income tax withholding! 

Once registered, you will receive a Withholding Tax Account Number (WH) which you will need to enter into Namely Payroll under Company > Tax screen (WH tax).

Businesses that have run payroll in Montana before can find their Account ID on notices received from the Montana Department of Revenue.

For additional information on registering for taxes, read Employment Tax Registration Overview.

 

STATE INCOME WITHHOLDING FORMS

Namely uploads Federal and State W-4 documents to your HRIS site for use during Onboarding, or if you need to send W-4s to employees who need to make withholding adjustments.

TIP:

The most up to date W-4 documents can be found in the Namely section of the Document dropdown menu in Onboarding and Manage eSignature. 

Form Name: MW-4

Accepts Fed W-4: See Comments

Comments: Before beginning work, every employee should provide the employer with a withholding certificate indicating the number of exemptions claimed for income tax purposes. Effective Jan. 1, 2019, Montana uses Form MW-4, Montana Employee's Withholding Allowance and Exemption Certificate, for state purposes, replacing the federal Form W-4, Employee's Withholding Allowance Certificate. Newly-hired employees and those wishing to claim exemption from withholding must fill out the Form MW-4. Current employees do not need to fill out the Form MW-4 unless they need to adjust their withholding.

If an employee required to provide Form MW-4 fails to do so, the employer must withhold on the basis of single with no exemptions.

 

PAYROLL + TAX FACTS

Refer to this document for more information:2022-2023 Federal and State: Payroll and Tax Fact Sheet.

 

POWER OF ATTORNEY FORMS

Please note, Namely does not require a Power of Attorney for this state at this time. It is not required to file or remit payments on your behalf. If one is needed to resolve a tax matter, the tax notice team will request one from you at that time.

If a Power of Attorney is requested from you, you should email completed copies of the forms namelyPOA@Namely.com with the CID in the subject line for processing. We will update our system and maintain a copy of each form for record-keeping purposes

For additional information on Power of Attorney, read Completing the Power of Attorney Package.