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Fill Out a Valid A 3 Alabama Template

The A-3 Alabama form serves as the Annual Reconciliation of Income Tax Withheld, allowing employers to summarize the total Alabama income tax withheld from their employees. This form is essential for those who have withheld Alabama income tax and must be submitted alongside Forms W-2 and 1099. Timely filing is crucial, as the A-3 must be submitted by the last day of January following the year for which the taxes were withheld.

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The A-3 Alabama form serves as a crucial document for employers in the state, specifically designed for the annual reconciliation of income tax withheld from employees' wages. Employers must submit this form by the last day of January each year, ensuring compliance with state regulations. It is important to note that if an employer has submitted 25 or more W-2 forms or has filed and paid electronically during the year, they are required to file the A-3 and W-2 forms electronically. The form requires detailed entries of Alabama income tax withheld, categorized by month or quarter, depending on the amounts withheld. Employers must also report the actual amounts of withholding tax remitted, including any credits for overpayments from previous years. The A-3 form includes blocks for indicating any overpayments or underpayments, guiding employers on how to proceed with refunds or additional payments. Failure to submit W-2 forms alongside the A-3 will result in the form being returned, emphasizing the importance of complete and accurate filings. This document not only facilitates the reconciliation process but also ensures that employers meet their tax obligations in a timely manner.

Document Sample

PLEASE NOTE

The Alabama Department of Revenue requires employers submitting 25 or more W-2’s or who have filed and paid electronically during the year, to electronically submit both the Form A-3 and W-2’s on-line.

Please click here to electronically file your Form A-3 and W-2’s on-line.

INSTRUCTIONS FOR PREPARING FORMA-3

DUEDATE–FormA-3,Annual Reconciliation of Income Tax Withheld, is due on or before the last day of January following the end of the year being filed. Forms W-2 and 1099 with Alabama income tax withheld must be submitted with Form A-3. Employers submitting 25 or more W-2’s or who have filed and paid electronically during the year are required to file these electronically.

STEP1 – Enter the amounts of Alabama income tax withheld in the appropriate spaces in Column 1 on the right side of Form A-3. You must list monthly amounts if (a) you withheld $1000 or more during any single month of the year, or (b) you filed on a monthly basis during the year. Otherwise, you may list only quarterly amounts.

STEP2–Enter in the appropriate spaces in Column 2 the amounts ofAlabama withholding tax actually remitted. Include in these amounts credits claimed on Line 5 of FormA-1 or FormA-6 for overpayment of withholding tax for any prior year. (Caution: Amounts listed in Columns 1 and 2 should include only Alabama withholding tax. Do not include delinquent penalty and/or interest charges.)

STEP3 – Add amounts listed in Step 2 (Column 2). Show total in Block 1.

STEP4 – Enter in Block 2 the total Alabama income tax withheld on employee W-2’s (or 1099’s if applicable) to be transmitted with Form A-3. Note: Em- ployers submitting 25 or more statements or who have filed and paid electronically during the year are required to file electronically. Please visit our web- site at: www.revenue.alabama.gov for more information.

STEP5 – Compare the amounts in Blocks 1 and 2. If the amount in Block 1 is larger, your account is overpaid. Show amount of overpayment in Block 4 and indicate whether you want a refund or will claim credit on a future return. Overpayments of less than $100.00 will be issued as a credit unless written request for a refund is submitted with Form A-3 and W-2 Forms. If the amount in Block 2 is larger, your account is underpaid. Show amount of underpay- ment in Block 3 and enclose a check or money order for such amount with FormA-3 when filed. Mail FormA-3 and wage and tax information to:Alabama Department of Revenue, Withholding Tax Section, P.O. Box 327480, Montgomery, AL 36132-7480 (telephone 334-242-1300).

Revised 8/17

PLEASE CUT HERE

FORM A-3 STATE OF ALABAMA

 

ANNUAL RECONCILIATION OF ALABAMA

YEAR

 

INCOME TAX WITHHELD

 

NUMBER OF EMPLOYEE WAGE STATEMENTS AND/OR

INFORMATION RETURNS TRANSMITTED WITH THIS FORM

ALABAMA WITHHOLDING TAX ACCOUNT NUMBER

DATE DUE

 

 

NAME AND ADDRESS

_________________________________________

SIGNATURE                                                             DATE

NOTE: DO NOT send without W-2’s. A-3 received

without W-2’s WILLBE RETURNED.

 

COL1 – TAX WITHHELD

COL2 – TAX REMITTED

 

 

 

JANUARY

$

$

 

 

 

FEBRUARY

$

$

 

 

 

MARCH (1st QTR)

$

$

 

 

 

APRIL

$

$

 

 

 

MAY

$

$

 

 

 

JUNE (2nd QTR)

$

$

 

 

 

JULY

$

$

 

 

 

AUGUST

$

$

 

 

 

SEPTEMBER (3rd QTR)

$

$

 

 

 

OCTOBER

$

$

 

 

 

NOVEMBER

$

$

 

 

 

DECEMBER (4th QTR)

$

$

 

 

 

1TOTAL TAX REMITTED (COL 2)

$

 

 

 

2AND/ORTOTAL ALABAMA1099. INCOME TAX WITHHELD AS SHOWN ON FORMS W2

$

3ADDITIONAL TAX DUE ENCLOSED REMITTANCE

$

 

 

 

4OVERPAYMENT REFUND CREDIT

$

OVERPAYMENTS LESS THAN $100.00 WILL BE ISSUED A CREDIT.

 

Form Information

Fact Name Details
Filing Requirement Employers submitting 25 or more W-2s or those who filed and paid electronically must file Form A-3 and W-2s electronically.
Due Date Form A-3 is due by the last day of January following the end of the tax year being reported.
Submission Guidelines W-2 and 1099 forms with Alabama income tax withheld must accompany Form A-3. Failure to include them will result in the return of the form.
Governing Law Alabama Code § 40-18-70 governs the filing and payment of Alabama withholding tax.
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