department information

Filing Dates & Information

Tax Amnesty Announcement

​The City of Carlisle is offering a limited tax amnesty program for individuals and businesses who have unpaid income taxes from tax years 2018-2023. Thanks to new tax software, we’ve identified approximately $500,000 in unpaid taxes due to non-filing and non-payment.

Amnesty Period:
October 1, 2024 - November 30, 2024

During this period, taxpayers who file delinquent income tax returns may be eligible to have penalties and interest waived. Additionally, those who paid penalties and interest from January 1, 2024, to September 30, 2024, can request a refund for those amounts.

How to Participate:
1. File an Amnesty Application: Complete your application and submit your returns for the missed tax years.
2. Payment: Pay the full amount due or set up a payment plan by November 30, 2024.

Refunds for Paid Penalties and Interest: 
If you paid penalties and interest between January 1, 2024, and September 30, 2024, please contact the Tax Office to request a refund.

Communication: 
Letters will be mailed to known delinquent taxpayers with details on how to participate. For questions or more information, please reach out to us at:

Email: [email protected] 

Phone: 937-746-0555, Option 4
 
Take advantage of this opportunity to become compliant and avoid further penalties. Thank you for your attention!
 
E-FILE & E-PAY YOUR CARLISLE TAXES ONLINE! 

The City of Carlisle now offers E-File and E-Pay services; a convenient and secure way to file and pay your taxes online. To utilize these services, please visit  Carlisle Online Tax Portal.  

PLEASE KEEP IN MIND, ALL NECESSARY DOCUMENTS (ie. W2's & Federal 1040) WILL ALSO NEED TO BE UPLOADED FOR THE RETURN TO BE CONSIDERED COMPLETE.

To set up an online account, you will need your account number and your social security number. If you do not know your account number, please contact us at [email protected] (Send E-Mail) and provide your name, address, and last four digits of your social security number, or call our office at (937) 746-0556. There is no fee for E-file, but fees will apply to online payments.  



TAX FILING DEADLINE FOR 2023 RETURNS IS APRIL 15, 2024


Completed tax returns may be submitted through mail, fax (937-743-8178), online here, or our secure drop box (city payments box) located next to our mailbox. If you need assistance completing your return, you may still submit all necessary documents including W2's, a copy of page 1 of your Federal return and any appropriate Federal schedules or other necessary information via the drop box, mail, or fax to 937-743-8178 and we will complete your return.

​Please include a good phone number with the submitted information, so that we may contact you regarding your return. 

If you need further assistance, please call the office at 937-746-0556 or email [email protected].

The office is open to the public and normal office hours are Monday through Friday from 
8 - noon and 1 - 4:30. No appointments necessary.

If you filed your federal return on extension, a copy of the extension needs to be filed with the municipality in order to avoid late filing fees .
NOTE: An extension only extends the time of filing the return, any tax liability is still due by the April deadline to avoid penalty and interest charges. An extension also does not extend the time to submit 2024 estimated payments.

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WITHHOLDING FILING INFO

Reconciliations can now be submitted electronically! (see filing & formatting instructions)

Quarterly withholding payments are due the last day of the month following the end of the quarter (must be less than $600.00 total or monthly remittance is required).

Monthly withholding payments are due the 15th of the month following the end of the withholding month.

Withholding payments may be submitted by using the forms located on the right or electronically through the Ohio Business Gateway. 

​Withholding Reconciliations are due the last day of February each year and must include all copies of W2's showing the withholding. 



​MANDATORY FILING EXEMPTION

​All residents, living within the municipality for more than 30 days out of the year, who are 18 years of age or older are required to file an income tax return without regard to employment or tax liability. This requirement is called “mandatory filing.”

Persons having no source of city taxable income who are permanently retired or permanently disabled, and do not expect to receive city taxable income in the future, may apply for a tax filing exemption. Simply fill out the "Declaration of Exemption Form" located on the right, under "Additional Forms" and submit the completed form along with the necessary proof documents to our office for approval.
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QUARTERLY ESTIMATED TAX REQUIREMENT

Anyone owing more than $200.00 in tax that is not withheld from an employer is required to submit regular quarterly estimated payments.

2024 quarterly state-mandated due dates are as follows:

2nd Quarter – due June 15, 2024
3rd Quarter – due September 15, 2024
4th Quarter – due January 15, 2025





The Carlisle Tax Department is responsible for the collection of the municipality’s 1.5% income tax. The municipal tax rate includes 1% tax for general municipal services (effective January 1, 1989) and an additional .5% for police services (effective January 1, 1995). The earnings tax provides for many of the town’s services and major improvement.

The Carlisle Tax Department does not oversee the current 1% earned income tax for the Carlisle School System. Collection of this school tax is administered by the State of Ohio. For further information regarding the school tax, click HERE to visit the Ohio Department of Taxation.

You are permitted a credit up to 1.5% on wages taxed in another city.

The interest rate is calculated based on the federal short term rate plus 5%. The rates are as follows:
Calendar year 2018:  6% per year or 0.50% per month
Calendar year 2019:  7% per year or 0.58% per month 
Calendar year 2020: 7% per year or 0.58% per month
Calendar year 2021:  5% per year or 0.42% per month
Calendar year 2022:  5% per year or 0.42% per month
Calendar year 2023:  7% per year or 0.58% per month
Calendar year 2024:  10% per year or 0.83% per month
Calendar year 2025: 10% per year or 0.83% per month​
income tax faq
Filing Taxes is always a difficult task — but these frequently asked questions can make the process a little bit easier.
Click the button below to view the most commonly-asked questions regarding Carlisle Income Tax.
finance department
The administration of the Municipality of Carlisle's financial matters is the responsibility of the Finance Department. The Finance director serves as the chief financial officer of the Municipality, and advises the City Manager and the Municipal Council on financial matters. The department also maintains the Municipality's accounting records, prepares the Municipal budget, and processes all accounts receivable and payable functions for the municipality.
individual tax forms
Tax Amnesty Forms
Tax Amnesty Application
Tax Amnesty Requirements
2023 Tax Forms
Income Tax Form
Tax Instructions

2022 Tax Forms

Income Tax Form
Tax Instructions​
Estimated Tax Payment Coupons

Additional Forms

Individual Registration Form
Income Tax Refund Request Form
​Declaration of Exemption Form​
​Extension Request Form
business tax forms

Income Tax Account Forms

New Business/Withholding Registration 
Use this form to open a Carlisle courtesy Income Tax withholding account or  a new business account .
To update business information, please call the Tax office.
Landlord Tenant Information Registration
Use this form to submit ongoing and previous tenant information for the current year

Withholding Forms

W-1 Employer's Withholding Tax Form
W-3 Employer's Withholding Reconciliation

W2 Electronic Media Filing
W2 Electronic Media Format
2023 Business Tax Forms
Income Tax Forms

2022 Business Tax Forms

Income Tax Forms
Tax Instructions
​Estimated Tax Payment Coupons
public notices

​Taxpayers Rights and Responsibilities