Distilled Spirits Tax Credit Application

Streamline Your Distilled Spirits Tax Credit Claims

If you're a small distilled spirits producer or importer, navigating the federal excise tax credit system can be complex and time-consuming. This Distilled Spirits Tax Credit Application template helps craft distilleries, importers, and beverage alcohol businesses accurately calculate and claim credits under the Craft Beverage Modernization Act.

Built for Distillers, Importers, and Tax Professionals

Whether you're a craft distillery managing proof gallons calculations, an importer filing on behalf of foreign producers, or a tax professional handling multiple clients, this form walks you through every requirement—from basic business information to controlled group aggregation and foreign producer elections.

Key features include:

• Automated proof gallons calculations that handle wine gallons, proof, and taxable proof gallons
• Controlled group aggregation fields to properly allocate credits among related entities
• Foreign producer election workflows with assignment documentation
• Multiple product entry for different spirits categories and production volumes
• Credit calculation summaries that show your total eligible credit amount

How Paperform Makes Tax Compliance Easier

With Paperform's calculation engine, you can build sophisticated tax forms that do the math automatically—reducing errors and saving hours during filing season. Use conditional logic to show only relevant sections based on applicant type (producer vs. importer), business structure (single entity vs. controlled group), and foreign producer elections.

Once submitted, use Stepper to automate your tax workflow: route applications for internal review, trigger notifications to accounting teams, update your tax management system, and create audit trails for compliance documentation.

Need signatures on foreign producer assignments or credit allocation agreements? Papersign lets you turn submissions into legally binding documents with secure eSignatures, keeping everything connected to the original application.

Professional, Compliant, and Customizable

This template provides a comprehensive starting point that you can customize to match your specific tax reporting requirements, branding, and internal processes. Whether you're filing quarterly or annually, handling multiple product lines, or managing credits across a controlled group, Paperform gives you the flexibility to adapt the form as regulations and your business evolve.

Trusted by over 500,000 teams worldwide, SOC2 Type II and GDPR compliant, Paperform is the professional choice for businesses that need accurate tax forms without the complexity of traditional form builders.