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Tax & accounting services in Montana

BATS helps individuals and businesses across Montana with tax preparation, tax planning, IRS problems, bookkeeping and payroll, with advisors who know Montana rules.

Montana tax overview

What to know about taxes in Montana

Montana taxes personal income, and state returns are filed with the Montana Department of Revenue. Planning has to account for both federal and Montana rules.

Whether you are filing a personal return, running a growing company or answering a letter from the IRS or the state, we pair you with an advisor who works through Montana returns every season.

Montana at a glance

State tax agency
Montana Department of Revenue
Income tax on wages
Yes
Local income taxes
Not common
Cities with pages
4

Rates and thresholds change every year. Ask your advisor for the figures that apply to you.

Services in Montana

Every BATS service is available in Montana

Tax Preparation & Filing

Accurate federal, state and local returns for individuals, businesses, trusts and nonprofits.

Questions

Montana tax FAQs

10 answers about taxes in Montana.

Do you prepare Montana state tax returns?

Yes. We prepare resident, part-year and nonresident Montana returns and file them with the Montana Department of Revenue, together with your federal return.

When are Montana individual returns due?

Many states follow the federal April 15 deadline, but some set their own dates. We track the Montana Department of Revenue deadlines for you and file extensions when they are needed.

Does Montana have a sales tax?

Montana has no general statewide sales tax. Montana businesses that sell into other states may still need to collect those states' sales tax once they pass economic nexus thresholds, and we review that for you.

What payroll registrations does a Montana employer need?

Employers generally register with Montana for unemployment insurance and state income tax withholding, plus any other state payroll programs that apply. We handle the registrations and the ongoing filings.

Do I need to make Montana estimated tax payments?

If you have income without enough withholding, such as self-employment or investment income, Montana generally expects estimated payments during the year, with its own thresholds and due dates. We calculate federal and state payments together.

How are LLCs and corporations taxed in Montana?

Montana applies its own rules to LLCs, S corporations and C corporations, and in some cases charges franchise, gross receipts or minimum taxes regardless of profit. We review how your entity is treated in Montana before you form it or make an election.

I moved into or out of Montana. What do I file?

Usually a part-year return for each state you lived in during the year, with credits so the same income is not taxed twice. Our multi-state filing service handles this.

Can you represent me with the Montana Department of Revenue?

Yes. In addition to IRS matters, we respond to notices and audits from the Montana Department of Revenue when you authorize us to.

Can a Montana business work with BATS remotely?

Yes. We work with Montana businesses through video meetings, secure document upload and cloud accounting software, so there is no need to visit an office.

Which Montana cities do you serve?

We have dedicated pages for Billings, Missoula, Bozeman, Great Falls, and we work with clients anywhere in Montana.

Tax help for Montana

Book a consultation and get a clear plan for your taxes and books, wherever you are in the U.S.

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