Charter Business Services & Personal Property Assessments – Please be advised that effective 3/16/2020, SDAT’s Charter & Personal Property public counter located at State Center in Baltimore will be closed to the public until further notice.
NOTE: The applications and forms below are in PDF format. In order to use any of the individual forms, you must first download to your computer the form you wish to complete and open it using a PDF reader. Adobe offers a free PDF Reader here. If you do not download the form first and access it using a PDF reader program, your form will not save properly and you may lose all of your information. Opening a form in a browser window is not the same as downloading it first. Completing a form without first downloading it will not save your information.
Note: Due to the fact that the laws governing the formation and operation of business entities and the effectiveness of a UCC Financing Statement involve more than filing documents with our office, we suggest you consult an attorney, accountant, or other professional. Our staff cannot act as consultants.
Most of the filing fees for these documents are included in the instructions. You may also view the filing fee schedule online.
AFFIDAVIT FORM FOR ALLEGEDLY PROHIBITED CHARTER FILINGS
Note: Under Maryland Criminal Law, a person who files in public records of the Department of Assessments and Taxations a lien or encumbrance against the personal property of another that is based on a false, fictitious or fraudulent statement is guilty of a misdemeanor and subject to imprisonment not exceeding one year or a fine not exceeding $10,000 or both for the first offense.
AFFIDAVIT FORM FOR ALLEGEDLY FRAUDULENT UCC FILINGS
The simplest and easiest method to file both the Annual Report and Personal Property Tax Return is through Maryland Business Express (MBE), SDAT’s award-winning platform for creating a business, making annual filings, and requesting document copies online. As you answer the prompts in filing the Annual Report electronically, MBE will automatically identify whether a Personal Property Tax Return is required.
Business owners may continue to submit their Annual Report and Personal Property Tax Returns by mail or file in person at our West Preston Street office in Baltimore City.
Note: Download these forms to your computer and open them using the free Adobe Reader, available online. You cannot use the extra features on these forms unless you do, and they may not print correctly if you do not. The forms below are coded to open in a new window, your browser may consider this action a pop-up.
All business entities formed, qualified, or registered to do business in Maryland MUST file an Annual Report and, if they answer ‘Yes’ to either of the following questions, MUST ALSO file a Personal Property Tax Return. If this applies to your business entity, please file both the Annual Report and Business Personal Property Return together.
Sole Proprietorships and General Partnerships must file a Form 2 Personal Property Tax Return
Credit Unions must file a Form 3 Annual Report
Financial Institutions, Banks, Savings Banks, Savings & Loans, and Trust Companies must file a Form 5 Annual Report
Note: For entities with multi locations, only complete Section VI of Form 5 with the initial location reported. An additional Section V should be completed when reporting multi locations or branches.
Rental Property (Condominiums, Townhouses, Cottages, Room Rentals, etc.) in Ocean City/Worcester County (Unincorporated) must file a Form 7 Personal Property Tax Return
To report the Transfer, Sale or Disposal of personal property, please download the form below Form 21 – Transfer, Sale or Disposal of ALL Tangible Personal Property
Prior Years FilingsUse the forms below to file previous years annual reports and returns. You may also file prior years returns online through Maryland Business Express
Note: The applications below are in pdf format. Users will need to have pdf reader software installed on their computer in order to view, fill-out, download and print an application. Please be certain your computer has the free Adobe Reader, or other PDF reader software available.For further information, or to receive a particular form or questionnaire, contact your local Department of Assessments and Taxation office. Completed forms must be returned to the appropriate local assessment office. A complete location list of local assessment offices can be found at
301 W. Preston St., Baltimore, MD 21201-2395