Homepage >> Fill a Valid Ohio Sd 40P Form

Preview - Ohio Sd 40P Form

Electronic Payment Available

You can eliminate writing a paper check by using any of our electronic payment methods. Go to our Web site at tax.ohio.gov for all electronic payment options.

Federal Privacy Act Notice

2012 Ohio SD 40P

Because we require you to provide us with a Social Se- curity number, the Federal Privacy Act of 1974 requires us to inform you that providing us with your Social Secu- rity number is mandatory. Ohio Revised Code sections 5703.05, 5703.057 and 5747.08 authorize us to request this information. We need your Social Security number in order to administer this tax.

SD 40P

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do NOT fold check or voucher.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

School District Income Tax Payment Voucher

DO NOT STAPLE

2012SP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

THIS VOUCHER.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YOUR PAYMENT TO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DO NOT SEND CASH.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please use UPPERCASE letters

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

to print the fi rst three letters of

 

First name

 

 

 

 

 

 

 

 

 

 

 

M.I.

Last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

School district

 

 

 

 

 

Taxpayer’s

 

 

Spouse’s last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

number

 

 

 

 

 

last name

 

 

 

(only if joint filing)

 

Spouse’s fi rst name (only if joint fi ling)

 

 

 

 

 

 

 

 

 

 

 

M.I.

Last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your Social

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Security

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s Social

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, state, ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Security number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(only if joint filing)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you are sending this voucher and paper check or money order (payable to School District

AMOUNT OF

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Income Tax) with or separately from your school district income tax return, mail to: School

 

 

 

 

 

 

 

 

 

 

,

 

 

 

 

 

 

,

 

 

 

 

 

 

 

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

District Income Tax, P.O. Box 182389, Columbus, OH 43218-2389. Write the last four

PAYMENT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

digits of the taxpayer’s Social Security number on the check or money order.

508

Document Properties

Fact Name Description
Form Purpose The Ohio SD 40P is used for making school district income tax payments.
Electronic Payment Taxpayers can make payments electronically, eliminating the need for paper checks.
Federal Privacy Act The form requires a Social Security number, as mandated by the Federal Privacy Act of 1974.
Governing Laws Ohio Revised Code sections 5703.05, 5703.057, and 5747.08 authorize the collection of Social Security numbers.
Filing Instructions Do not fold the check or voucher, and do not staple the form.
Payment Method Payments can be made via check or money order, payable to the School District Income Tax.
Mailing Address Send the voucher and payment to: P.O. Box 182389, Columbus, OH 43218-2389.
Joint Filing If filing jointly, provide both taxpayer's and spouse's Social Security numbers.
Amount Requirement Always write the last four digits of the taxpayer’s Social Security number on the payment.

Documents used along the form

The Ohio SD 40P form is a crucial document for residents who need to make school district income tax payments. However, it is often accompanied by several other forms and documents that help ensure compliance with tax regulations. Below is a list of these related documents, each serving a specific purpose in the tax filing process.

  • Ohio SD 40 Form: This form is used to report income and calculate the school district income tax owed. It provides a comprehensive overview of the taxpayer's financial situation, including income sources and deductions, which are essential for determining the correct tax amount.
  • Form IT 1040: This is the Ohio individual income tax return. Taxpayers use it to report their overall income, calculate their state tax liability, and determine eligibility for any credits or deductions. It often serves as a basis for the information reported on the SD 40P form.
  • Form W-2: This document is provided by employers to employees and outlines the wages earned and taxes withheld during the year. It is essential for accurately completing the SD 40P, as it provides the necessary income information for tax calculations.
  • Form 1099: For individuals who are self-employed or have received income from sources other than an employer, this form reports miscellaneous income. Like the W-2, it is crucial for accurately reporting total income on the SD 40P form.
  • Loan Agreement Form: A crucial document when borrowing or lending money, detailing terms such as amount, interest rate, and repayment schedule. It is important for both parties to ensure clarity and legal protection. For templates, you can visit smarttemplates.net.
  • Payment Voucher: This is often included with the SD 40P form and serves as a means for taxpayers to submit their payments. It provides clear instructions on how to make payments electronically or by mail, ensuring that funds are directed appropriately to the school district.

Understanding these documents can simplify the tax filing process and ensure compliance with Ohio tax regulations. Keeping them organized and readily accessible will help taxpayers navigate their obligations more efficiently.

Guidelines on Filling in Ohio Sd 40P

Completing the Ohio SD 40P form involves gathering personal information and ensuring accuracy in your entries. Once filled out, this form should be submitted with your payment or along with your tax return. Below are the steps to effectively fill out the form.

  1. Begin by using UPPERCASE letters to fill in your first name, middle initial, and last name in the designated fields.
  2. Enter your spouse’s last name and first name, along with their middle initial, if you are filing jointly.
  3. Provide your Social Security number in the specified area. Remember, this is mandatory.
  4. If applicable, include your spouse’s Social Security number.
  5. Fill in your address, including city, state, and ZIP code.
  6. Indicate your school district number, which can usually be found on previous tax documents.
  7. Write the amount of your payment in the designated section.
  8. Ensure that you do not fold the check or voucher and avoid stapling any documents.
  9. When mailing, send the completed voucher and payment (if applicable) to the address provided: School District Income Tax, P.O. Box 182389, Columbus, OH 43218-2389.
  10. Write the last four digits of your Social Security number on the check or money order.

Common mistakes

Filling out the Ohio SD 40P form can be straightforward, but there are common mistakes that individuals often make. One frequent error is neglecting to provide a Social Security number. The form explicitly states that this information is mandatory. Without it, processing your payment could be delayed, or your submission may even be rejected.

Another mistake involves incorrect formatting of names. The instructions specify using UPPERCASE letters for the first three letters of the first name, middle initial, and last name. If individuals fail to follow this guideline, it can lead to confusion and potential issues with the tax authorities.

Many people also overlook the requirement to not fold the check or voucher. Folding can cause problems during processing, as it may damage the document or make it unreadable. Keeping the form flat ensures that all information is clear and legible.

Some filers mistakenly staple their payment voucher to the check or money order. The instructions clearly state to DO NOT STAPLE the voucher. Staples can interfere with the processing machines, leading to delays or errors in handling your payment.

Additionally, individuals often forget to write the last four digits of their Social Security number on the check or money order. This step is crucial for linking the payment to the correct taxpayer account. Omitting this information can result in misapplied payments.

Another common oversight is sending cash with the form. The instructions explicitly state to DO NOT SEND CASH. Using cash can create security risks and complicate record-keeping. Instead, individuals should opt for a check or money order made payable to the School District Income Tax.

Finally, failing to double-check the mailing address can lead to significant delays. The form specifies where to send the payment. Ensure that the address is correct to avoid any potential issues with the timely processing of your payment.

FAQ

  1. What is the Ohio SD 40P form?

    The Ohio SD 40P form is a School District Income Tax Payment Voucher. It is used by taxpayers to report and pay their school district income tax. This form is essential for ensuring that your payment is correctly processed and credited to your account.

  2. Why do I need to provide my Social Security number?

    Providing your Social Security number is mandatory due to the Federal Privacy Act of 1974. Ohio Revised Code sections 5703.05, 5703.057, and 5747.08 authorize the collection of this information. Your Social Security number is necessary for the administration of your tax obligations.

  3. Can I pay electronically?

    Yes, you can use electronic payment methods to pay your school district income tax. This option allows you to avoid writing a paper check. For more details on available electronic payment options, please visit tax.ohio.gov.

  4. How should I fill out the form?

    When completing the Ohio SD 40P form, please use UPPERCASE letters. You will need to provide your name, your spouse's name (if filing jointly), Social Security numbers, and your address. Ensure that you do not fold the check or voucher, and do not staple any documents.

  5. Where do I send my payment?

    If you are sending the voucher along with a paper check or money order, you should mail it to:

    • School District Income Tax
    • P.O. Box 182389
    • Columbus, OH 43218-2389

    Be sure to write the last four digits of your Social Security number on the check or money order.

  6. What should I avoid when submitting the form?

    When submitting the Ohio SD 40P form, avoid sending cash. Additionally, do not fold the check or voucher, and refrain from stapling any documents together. Following these guidelines will help ensure that your payment is processed smoothly.