Get File Completed Form

This guide provides step-by-step instructions on how to successfully fill out the File Completed Form for the Local Services Tax Exemption Application. By following these steps, you can ensure that your application is completed accurately and submitted on time.

Follow the steps to complete your application effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering your personal details in the fields provided. Include your name, address, Social Security Number (SSN), city, state, phone number, and zip code.
3. Next, indicate the reason for your exemption by checking all applicable boxes under the ‘Reason for Exemption’ section. If you have multiple employers, list them on the second page of the form.
4. If claiming an income exemption, fill in your annual income. Ensure that it is $12,000 or less from all sources of earned income and net profits if the Local Services Tax rate exceeds $10 per year.
5. Provide additional documentation by attaching copies of your final pay statements from each employer. Each statement must demonstrate your employer’s name, length of the payroll period, the amount of Local Services Tax withheld, and total earnings.
6. If you are active-duty military or disabled, attach the appropriate orders or documents as stated in the form.
7. In the ‘Employment Information’ section, list all your places of employment for the applicable tax year, starting with your primary employer.
8. After completing all fields, review your information for accuracy before proceeding.
9. Finally, save your changes, and choose to download, print, or share the form as necessary. Ensure to submit the completed form to your employer without using this form to request a refund.

Complete your Local Services Tax Exemption Application online today!