Get Louisville Occupational Tax

The Louisville Occupational Tax form provides a streamlined process for individuals to request a refund of occupational taxes withheld. This guide offers clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to complete the Louisville Occupational Tax refund application.

1. Press the ‘Get Form’ button to access the application and open it for editing.
2. In Part I, fill in the employer information including the employer's name, federal ID number, and account number with the Louisville Metro Revenue Commission. Ensure all entries are printed clearly.
3. In Part II, provide your details. Enter the year for which the refund is requested, your social security number, full name, daytime phone number, street address (including city, state, and zip code), and job description. This section is crucial as it contains your identification for the refund.
4. If you worked outside of Louisville Metro, Kentucky, complete Part III. Here, document the number of hours worked outside the Metro area, total hours worked for the year, and calculate the percentage of time worked outside using the provided lines.
5. In Part III, continue filling out the necessary financial details. Record your total gross wages from your Form W-2 and determine local taxable wages by completing the calculations in Lines 5, 6, and 7.
6. If applicable, complete Part IV to explain the reasons for your refund request by checking the corresponding quarters and providing necessary explanations.
7. As part of the certification process, complete Parts V and VI if you are claiming a refund as a non-resident or a minister, respectively. This includes providing your residency address and ordination date.
8. In Part VII, ensure both you (the employee) and the employer sign the form. The employer’s signature must be notarized. This step is essential for validating the information provided.
9. Finally, review all sections to confirm accuracy. Save your changes to the document, and then either download, print, or share the completed form for submission.

Take action today—complete and submit your Louisville Occupational Tax refund application online.