Kansas Ct 9U Template Prepare Form Here

Kansas Ct 9U Template

The Kansas CT-9U form is the Retailers' Compensating Use Tax Return, which businesses use to report and pay their use tax obligations in Kansas. This form requires detailed information about gross sales, deductions, and the total tax due for a specific period. To ensure compliance and avoid penalties, it is crucial to fill out the CT-9U accurately and submit it by the due date.

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The Kansas CT-9U form serves as an essential document for businesses engaged in retail sales within the state. This form is designed to report and remit the Retailers' Compensating Use Tax, which is applicable to items purchased for use in Kansas. Businesses must provide their name, mailing address, tax account number, and other pertinent details to ensure accurate processing. The form is divided into several parts, each addressing specific requirements. Part I focuses on the total tax due, estimated tax for the upcoming month, and any deductions or credits applicable to the business. Part II outlines various deductions that may apply, such as sales to other retailers, government entities, and nonprofit organizations. Finally, Part III captures detailed information about gross sales, deductions, and the applicable tax rates for different jurisdictions. Completing this form accurately is crucial, as it helps businesses remain compliant with state tax regulations while also ensuring that they do not overpay or underpay their tax obligations.

Kansas Ct 9U - Usage Instruction

Completing the Kansas Ct 9U form involves a series of straightforward steps that ensure accurate reporting of your retail sales and use tax. This process requires careful attention to detail, as the information provided will determine your tax obligations. Follow the steps outlined below to fill out the form correctly.

  1. Begin by entering your Business Name and Mailing Address in the designated fields.
  2. Fill in the City, State, and Zip Code of your business location.
  3. Provide your Tax Account Number and EIN (Employer Identification Number).
  4. Indicate the Due Date and the Tax Period by entering the Period Beginning Date and Period Ending Date.
  5. If this is an amended return, check the box for Date Amended.
  6. Complete Part III first, then Part II, and finally Part I.
  7. In Part I, enter the Total Tax Due from Part III, line 11 on line 1.
  8. If your filing frequency is prepaid monthly, enter the Estimated Tax Due for the current month on line 2.
  9. For line 3, enter the Estimated Tax Paid from last month’s return if applicable.
  10. Add lines 1 and 2, then subtract line 3 to get the Total Tax on line 4.
  11. If you have a Credit Memo, enter that amount on line 5.
  12. Subtract line 5 from line 4 to calculate the Subtotal on line 6.
  13. If filing late, include any Penalty on line 7 and Interest on line 8.
  14. Add lines 6, 7, and 8 to determine the Total Amount Due on line 9.
  15. In Part II, complete lines A through K for deductions, and enter the total on line L.
  16. In Part III, fill out the columns as instructed, including the Taxing Jurisdiction, Gross Sales, and Deductions.
  17. Calculate the Net Tax for each jurisdiction and total these amounts as directed.
  18. Finally, certify the return with your signature.

After completing the form, it is essential to keep a copy for your records. The form must be submitted by the due date to avoid penalties. If you prefer, you can also file electronically using the Kansas WebTax system for a more streamlined process.

Dos and Don'ts

When filling out the Kansas Ct 9U form, it is crucial to follow specific guidelines to ensure accuracy and compliance. Here’s a list of what you should and shouldn’t do:

  • Do read the instructions carefully before starting the form.
  • Do ensure that all required fields are completed accurately.
  • Do keep a copy of the completed form for your records.
  • Do file your return by the due date to avoid penalties.
  • Don't forget to include your Tax Account Number on your payment.
  • Don't enter negative amounts where not allowed; this can lead to errors.
  • Don't neglect to itemize deductions in Part II if applicable.

Form Properties

Fact Name Description
Form Purpose The Kansas CT-9U form is used for reporting and paying the Retailers' Compensating Use Tax.
Filing Frequency Businesses may be required to file monthly if their total tax liability exceeds $32,000 in a calendar year.
Due Date The return is due on the 25th day of the month following the end of the tax period.
Amended Returns Taxpayers can file an amended return if there are corrections needed, and they must include the total amount previously paid.
Deductions Various deductions are allowed, including sales to the U.S. government and nonprofit organizations, which must be itemized.
Governing Law The CT-9U form is governed by Kansas Statutes Annotated, Chapter 79, specifically relating to sales and use tax.

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Preview - Kansas Ct 9U Form

 

 

Kansas

 

FOR OFFICE USE ONLY

 

CT-9U Retailers' Compensating

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Rev. 7/10)

Use Tax Return

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Business Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

State

Zip Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax Account Number

EIN

Due Date

Tax Period

Period Beginning Date

Period Ending Date

430103

MM DD YY

Date

 

 

Amended

 

 

Additional

Business

 

 

 

 

 

 

Return

 

 

Return

Closed

 

 

 

 

 

Part I

 

 

1. Total Tax Due From Part lll

2.

Estimated Tax Due for Next Month (See instructions)

. . . . . . . . . . . . . . . . . .

3.

Estimated Tax Paid Last Month (See instructions)

. . . . . . . . . . . . . . . . . .

4.

Total Tax (Add lines 1 and 2, and subtract line 3)

. . . . . . . . . . . . . . . . . .

5.

Credit Memo (See instructions)

6.

Subtotal (Subtract line 5 from line 4)

7.

Penalty

8.

Interest

9.

Total Amount Due (Add lines 6, 7 and 8)

Name or

Address Change

1

2

3

4

5

6

7

8

9

Part II Deductions

A. Sales to other retailers for resale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

B. Returned goods, discounts, allowances and trade-ins . . . . . . . . . . . . . . . . . . . . . . . .

C. Sales to U.S. government, state of Kansas, and Kansas political subdivisions. . . . . .

D. Sales of ingredient or component parts of tangible personal property produced . . . .

E. Sales of items consumed in the production of tangible personal property . . . . . . . . .

F. Sales to nonprofit hospitals or nonprofit blood, tissue or organ banks . . . . . . . . . . . .

G. Sales to nonprofit education institutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

H. Sales to qualifying sales tax exempt religious and nonprofit organizations .. . . . . . . .

I. Sales of farm equipment and machinery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

J. Sales of manufacturing machinery and equipment . . . . . . . . . . . . . . . . . . . . . . . . . . .

K. Other allowable deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

L. Total deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

I certify this return is correct.

A

B

C

D

E

F

G

H

I

J

K

L

 

Signature __________________________________

 

 

Do Not Detach This Voucher

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CT-9UV

Kansas

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FOR OFFICE USE ONLY

Retailers' Compensating

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Rev. 7/05)

Use Tax Voucher

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Business Name

Mailing Address

City

State Zip Code

Tax Account Number

EIN

Due Date

Tax Period

MM

DD

YY

Period Beginning Date

Period Ending Date

Amount from line 2

Subtract line 2 from line 9 and enter here

Daytime Phone Number:

Payment $

Amount

410103

CT-9U

Part llI

Kansas

Retailers' Compensating

 

 

 

 

Use Tax Return

 

 

 

Business Name

 

 

 

 

 

Tax Account Number

 

EIN

 

 

 

430203

MM DD YY

Peeririood Beginnniinng Date

Peeriod Ennding Daate

States, State Codes and Discount Rates. (State codes must be entered in Column 6 to receive the discount.)

Missouri (MO) = 3.00%

Oklahoma (OK) = 1.00% (total discount limited to $2,500)

Nebraska (NE) = 3.00%

 

Taxing Jurisdiction

City/County

(1)

Code

(2)

Kansas

Gross Sales

(3)

Deductions

(4)

(5)

(6)

Tax

Net Tax Before

State

Rate%

Discount

Code

 

 

 

 

 

 

(7)

Discount Amount

(8)

Net Tax

Total Number of supplemental

 

 

9. Total Net Tax (Part lIl).

 

 

 

pages included with this return.

 

 

10. Sum of additional Part llI supplemental pages.

 

11. Total Tax (Add lines 9 and 10. Enter result here and on line 1, Part I).

CT-9U

 

Part lII

Kansas Retailers'

 

 

 

 

(Rev. 3/05)

Supplement

Compensating Use

Tax Return

 

 

 

 

 

 

 

 

 

 

Business Name

 

 

 

 

 

 

 

 

Tax Account Number

 

EIN

 

 

 

 

 

430303

MM DD YY

Period Beginning Date

Period Ending Date

Taxing

Jurisdiction

City/County

(1)

Code

(2)

Kansas

Gross Sales

(3)

Deductions

(4) Tax Rate%

(5)

(6)

Net Tax Before

State

Discount

Code

 

 

(7)

Discount Amount

(8)

Net Tax

9. Total Tax (Add totals in column 8. Enter result here and on line 10, Part III).

CT-9U

 

Part lII

Kansas Retailers'

 

 

 

 

(Rev. 3/05)

Supplement

Compensating Use

Tax Return

 

 

 

 

 

 

 

 

 

 

Business Name

 

 

 

 

 

 

 

 

Tax Account Number

 

EIN

 

 

 

 

 

430303

MM DD YY

Period Beginning Date

Period Ending Date

Taxing

Jurisdiction

City/County

(1)

Code

(2)

Kansas

Gross Sales

(3)

Deductions

(4) Tax Rate%

(5)

(6)

Net Tax Before

State

Discount

Code

 

 

(7)

Discount Amount

(8)

Net Tax

9. Total Tax (Add totals in column 8. Enter result here and on line 10, Part III).

Tired of paper and postage?

Use KS WebTax, a quick, easy, smart way to get your Business Taxes where you want them to be - DONE! Visit www.webtax.org to log-in.

GENERAL INFORMATION

The due date is the 25th day of the month following the ending date of this return.

Keep a copy of your return for your records.

You must file a return even if there were no taxable sales.

Write your Tax Account Number on your check or money order and make payable to Retailers’ Compensating Use Tax. Send your return and payment to: Kansas Department of Revenue, 915 SW Harrison Street, Topeka, KS 66625-5000.

PART I –

You must complete Part III, then Part II before

 

completing Part I.

 

 

LINE 1 - Enter the total tax from Part III, line 11.

If your filing frequency is prepaid monthly, lines 2 and 3 must be completed.

If your filing frequency is not prepaid monthly, skip lines 2 and 3 and proceed to line 4.

LINE 2 - If your filing frequency is prepaid monthly, enter the amount of the estimated tax due for the current calendar month of this return. A retailer whose total tax liability exceeds $32,000 in any calendar year is required to pay the sales tax liability for the first 15 days of each month to the Director of Taxation on or before the 25th day of that month. A retailer will be in compliance with this requirement if, on or before the 25th day of the month, the retailer paid 90% of the liability of that 15 day period, or 50% of the tax liability for the same month of the previous year. DO NOT ENTER AN AMOUNT

LESS THAN ZERO.

LINE 3 - If your filing frequency is prepaid monthly, enter the estimated amount from line 2 of last month’s return.

KANSAS Retailers’

Compensating Use

Tax Return

Form CT-9U (Rev. 7/09)

LINE 4 - Add lines 1 and 2, and subtract line 3. Enter the result on line 4.

LINE 5 - Enter the amount from any credit memorandum issued by the Kansas Department of Revenue.

If you are filing an amended return, enter in the total amount previously paid for this filing period.

LINE 6 - Subtract line 5 from line 4 and enter the result on line 6.

LINE 7 - If filing a late return, enter the amount of penalty due. Penalty rate information is on our web site (see Taxpayer Assistance on the back of this form).

LINE 8 - If filing a late return, enter the amount of interest due. Interest rate information is on our web site (see Taxpayer Assistance on the back of this form).

LINE 9 - Add lines 6, 7 and 8. Enter the result on line 9.

PART II (Deductions)

Complete lines A through K, if appropriate, and enter the sum on line L. Other allowable deductions must be itemized. Use a separate schedule if necessary.

PART III

Column 1 - Enter the jurisdiction that coincides with the name of the city/county where the Kansas customer took delivery/possession of the purchased item(s). (Refer to your Jurisdiction Code Booklet.)

Column 2 - Enter the gross receipts or sales during the period, both taxable and non-taxable. DO NOT include the sales taxes collected in this figure.

Column 3 - Enter the allowable deductions. All deductions must be itemized in Part ll.

Column 4 - Enter the appropriate tax rate according to the Jurisdiction Code Booklet.

Column 5 - Subtract column 3 from column 2 and multiply the result by column 4 for each taxing jurisdiction. Enter the result in Column 5.

Column 6 - Enter the state abbreviation code to receive the discount. Only retailers in MO, NE, and OK are entitled to a discount when filing and paying by the due date.

Column 7 - Multiply the amount shown in column 5 by the discount rate as indicated by the appropriate state and enter the amount in column 7. The current deductible reciprocal discount is allowed only to retailers located in the four states surrounding Kansas. If this return is not filed and paid by the due date, the discount is not allowed.

Column 8 - Subtract column 7 from column 5 and enter the result in column 8.

LINE 9 -Add all the figures in column 8 and enter the results on line 9. Enter the sum of all Part III supplement pages. Enter the total number of supplement pages included. Also enter this amount on Part l, line 1.

TAXPAYER ASSISTANCE

If you have questions or need assistance completing this form, contact our office.

Taxpayer Assistance Center

Docking State Office Bldg., 1st floor 915 SW Harrison Street Topeka, KS 66625-2007

Phone: 785-368-8222

Hearing Impaired TTY: 785-296-6461

www.ksrevenue.org

Misconceptions

Misconceptions about the Kansas CT-9U form can lead to errors in tax reporting and compliance. Here are seven common misconceptions, along with clarifications to help ensure accurate filing.

  • Misconception 1: The CT-9U form is only for businesses with taxable sales.
  • This is incorrect. All businesses must file the CT-9U form, even if there were no taxable sales during the reporting period.

  • Misconception 2: You do not need to keep a copy of your return.
  • In fact, it is essential to keep a copy of your return for your records. This can be vital for future reference or in case of an audit.

  • Misconception 3: The due date for the CT-9U form is flexible.
  • The due date is strict. It is always the 25th day of the month following the end of the tax period. Late submissions can incur penalties.

  • Misconception 4: Estimated tax amounts are optional.
  • For certain businesses, particularly those with high sales, estimating tax amounts is mandatory. Failure to do so can lead to compliance issues.

  • Misconception 5: You can submit the CT-9U form without any deductions.
  • While it is possible to file without deductions, it is advisable to claim all eligible deductions. This can reduce your overall tax liability.

  • Misconception 6: The form can be filed online or by mail, but both methods are treated the same.
  • This is misleading. Filing online through KS WebTax can be quicker and may offer additional benefits, such as immediate confirmation of receipt.

  • Misconception 7: You only need to fill out Part I of the form.
  • This is a misunderstanding. You must complete Part III before Part II, and then finalize with Part I. Each section is interdependent for accurate reporting.

Documents used along the form

The Kansas Ct 9U form is an essential document for retailers to report and remit compensating use tax. Along with this form, several other documents may be required to ensure compliance with tax regulations. Below is a brief overview of four commonly associated forms.

  • CT-9UV Retailers' Compensating Use Tax Voucher: This voucher accompanies the Ct 9U form and is used to submit payment for the tax due. It includes essential information such as the business name, tax account number, and the amount owed. Proper completion ensures that payments are accurately credited to the correct account.
  • Supplemental CT-9U Part III: This document provides additional detail about gross sales and deductions for specific transactions. It is necessary when the primary form does not capture all relevant sales data. Each jurisdiction's tax rates and deductions are detailed here, allowing for precise reporting.
  • Amended Ct 9U Form: If errors are found in a previously submitted return, this form allows businesses to correct those mistakes. It is crucial for maintaining compliance and avoiding penalties. The amended form should clearly indicate what changes have been made and why.
  • Durable Power of Attorney Form: To ensure your legal rights are protected, consider the important Durable Power of Attorney document that grants authority for decision-making when you can't act on your own.
  • Tax Account Number Registration: New businesses must complete this registration to obtain a tax account number before filing any returns. This document establishes the business's identity with the Kansas Department of Revenue and is necessary for all tax-related filings.

Understanding these forms and their purposes can significantly ease the tax filing process for retailers in Kansas. Each document plays a vital role in ensuring compliance and accurate reporting, ultimately contributing to the smooth operation of a business.