Free A 3 Alabama PDF Template

Free A 3 Alabama PDF Template

The A-3 Alabama form is an essential document used by employers to report the annual reconciliation of income tax withheld from employees. This form must be submitted to the Alabama Department of Revenue, along with W-2 and 1099 forms, by the last day of January following the tax year. Employers who have filed electronically or submitted 25 or more W-2s are required to file the A-3 electronically.

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The A-3 Alabama form plays a crucial role in the annual reconciliation of income tax withheld by employers in the state. This form must be submitted by employers who have withheld Alabama income tax from their employees' wages, particularly those who submit 25 or more W-2 forms or who have filed and paid electronically throughout the year. The deadline for filing the A-3 is the last day of January following the year being reported. Along with the A-3, employers are required to submit Forms W-2 and 1099 that detail the income tax withheld. The form requires employers to report the total amount of Alabama income tax withheld, as well as the actual tax remitted to the state. Employers must carefully follow the steps outlined in the form, which include entering monthly or quarterly withholding amounts, comparing total withheld amounts to remitted amounts, and indicating any overpayment or underpayment. Overpayments under $100 will automatically be credited unless a refund request is made. The completed form, along with the required wage and tax information, must be mailed to the Alabama Department of Revenue, ensuring compliance with state tax regulations.

A 3 Alabama Preview

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

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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.

 

Other PDF Templates

Similar forms

The Alabama Form A-3 is similar to the IRS Form 941, which is used by employers to report income taxes, Social Security tax, and Medicare tax withheld from employee paychecks. Both forms require employers to summarize their tax withholding for a specific period. While Form A-3 focuses on Alabama state income tax withheld, Form 941 covers federal taxes. Both forms must be submitted periodically, with Form A-3 due by the end of January and Form 941 due quarterly. Employers must ensure that the amounts reported on these forms match their payroll records.

Another document similar to the A-3 is the IRS Form W-2. This form reports annual wages and the amount of taxes withheld from an employee's paycheck. While the A-3 summarizes the total withholding for all employees, the W-2 provides individual details for each employee. Employers must submit W-2 forms to the IRS and provide copies to their employees. The A-3 requires the total amounts from all W-2 forms submitted, creating a link between the two documents.

For employers looking to establish clear guidelines and expectations in the workplace, the essential California Employee Handbook template is invaluable. This document serves as a vital tool to promote understanding and compliance within the organization, ensuring that all employees are informed of their rights and responsibilities. To access the template, visit essential California Employee Handbook template.

The Alabama Form A-1 is also comparable to the A-3. Form A-1 is used to report Alabama withholding tax on a more frequent basis, such as monthly or quarterly. Employers who file Form A-1 must reconcile their total withholding on the A-3 at the end of the year. While Form A-1 breaks down the withholding for shorter periods, the A-3 provides an annual summary, allowing for a comprehensive view of tax obligations.

Similarly, the IRS Form 1099 is another document that shares similarities with the A-3. Form 1099 is used to report various types of income other than wages, salaries, and tips. Like the W-2, the A-3 requires employers to include any 1099 forms that report Alabama income tax withheld. This connection ensures that all forms of income and withholding are accounted for in the annual reconciliation.

The Alabama Form A-6 is also relevant, as it is used for reporting and claiming overpayment of withholding tax. Employers can reference their A-6 filings when completing the A-3 to ensure that any credits claimed are accurately reflected. Both forms help employers manage their withholding tax responsibilities, with the A-6 addressing overpayments and the A-3 providing a comprehensive annual summary.

Another similar document is the IRS Form 1040, which is the individual income tax return. Although it serves a different purpose, the 1040 relies on information from W-2 and 1099 forms, just like the A-3 does. The A-3 helps employers reconcile the withholding tax amounts that ultimately affect employees' individual tax returns. Both forms aim to ensure that the correct amount of tax is reported and paid to the government.

Lastly, the Alabama Form W-4 is related to the A-3 in that it determines the amount of state tax withheld from employee paychecks. Employees fill out the W-4 to indicate their tax situation, which impacts the amounts reported on the A-3. The accuracy of the A-3 relies on the information provided in the W-4 forms, making them interconnected in the tax withholding process.

Key takeaways

Filling out and using the A-3 Alabama form is a crucial step for employers to ensure compliance with state tax regulations. Here are some key takeaways to keep in mind:

  • Due Date: The A-3 form must be submitted by the last day of January following the end of the tax year being reported.
  • Electronic Filing Requirement: Employers who submit 25 or more W-2s or have filed electronically during the year must file the A-3 and W-2s electronically.
  • Accurate Reporting: Enter Alabama income tax withheld in Column 1. Monthly amounts are required if you withheld $1,000 or more in any month, otherwise quarterly amounts can be reported.
  • Remittance Tracking: In Column 2, report the actual Alabama withholding tax remitted. Ensure that only the withholding tax is included, excluding any penalties or interest charges.
  • Overpayment and Underpayment: Compare the totals in Blocks 1 and 2. If Block 1 is larger, indicate any overpayment in Block 4. If Block 2 is larger, report underpayment in Block 3 and include payment with your submission.
  • Submission Address: Mail the completed A-3 form, along with W-2s, to the Alabama Department of Revenue, Withholding Tax Section, P.O. Box 327480, Montgomery, AL 36132-7480.

By following these guidelines, you can ensure that your A-3 form is filled out correctly and submitted on time, helping to avoid potential issues with the Alabama Department of Revenue.

Listed Questions and Answers

  1. What is the A-3 Alabama form?

    The A-3 form is the Annual Reconciliation of Income Tax Withheld, which employers in Alabama must file. It summarizes the total Alabama income tax withheld from employees' wages and reconciles it with the amounts remitted to the state throughout the year.

  2. Who is required to file the A-3 form?

    Employers who have withheld Alabama income tax from employees are required to file the A-3 form. Specifically, if an employer submits 25 or more W-2s or has filed and paid electronically during the year, they must file electronically.

  3. When is the A-3 form due?

    The A-3 form is due on or before the last day of January following the end of the year being filed. Timely submission is essential to avoid penalties.

  4. How do I prepare the A-3 form?

    To prepare the A-3 form, follow these steps:

    • Enter the amounts of Alabama income tax withheld in Column 1.
    • Enter the amounts of Alabama withholding tax actually remitted in Column 2.
    • Add the amounts in Column 2 and show the total in Block 1.
    • Enter the total Alabama income tax withheld on employee W-2s in Block 2.
    • Compare the amounts in Blocks 1 and 2 to determine if you have an overpayment or underpayment.
  5. What should I do if I overpaid or underpaid?

    If Block 1 is larger than Block 2, you have overpaid. Indicate the amount of overpayment in Block 4 and specify whether you want a refund or will claim credit on a future return. For underpayment, show the amount in Block 3 and enclose a check or money order with the A-3 form.

  6. What happens if I do not submit W-2s with the A-3 form?

    The A-3 form will be returned if submitted without the accompanying W-2s. It is crucial to include these forms to ensure proper processing.

  7. Can I file the A-3 form electronically?

    Yes, employers who submit 25 or more W-2s or who have filed and paid electronically during the year are required to file the A-3 form electronically. This can be done through the Alabama Department of Revenue's website.

  8. What if I have questions about the A-3 form?

    If you have questions, you can contact the Alabama Department of Revenue's Withholding Tax Section at 334-242-1300. They can provide assistance and clarify any concerns regarding the form.

  9. Where do I send the completed A-3 form?

    Mail the completed A-3 form and the wage and tax information to:

    Alabama Department of Revenue, Withholding Tax Section, P.O. Box 327480, Montgomery, AL 36132-7480.

  10. What if my overpayment is less than $100?

    Overpayments of less than $100 will automatically be issued as a credit unless a written request for a refund is submitted along with the A-3 form and W-2s.

File Specifications

Fact Name Description
Filing Requirement Employers who submit 25 or more W-2 forms or who have filed and paid electronically during the year must file Form A-3 and W-2s electronically.
Due Date Form A-3 must be submitted by the last day of January following the end of the tax year.
Income Tax Withheld Employers must report Alabama income tax withheld in Column 1, detailing monthly amounts if over $1,000 was withheld in any month.
Remittance Reporting Column 2 requires the actual amounts of Alabama withholding tax that were remitted, including any credits from previous years.
Overpayment and Underpayment Employers must compare totals in Blocks 1 and 2 to determine if there is an overpayment or underpayment, and take appropriate actions.