Montana MC-SOC Form

This guide explains how to complete and submit Montana's MEDIA Credit Submission of Costs Form (MC-SOC) for film production tax credits.

Montana MC-SOC Form

Form MC-SOC serves as the essential checklist and cover sheet for submitting detailed cost documentation when applying for Montana’s MEDIA production tax credit. Production companies must use this form to claim credits based on qualified expenditures and compensation incurred during principal photography in the state. It ensures all required supporting materials, such as spreadsheets, employee forms, and receipts, are organized and complete to avoid rejection or delays. Submission within 60 days after wrapping principal photography qualifies the credit for the production year; later filings push eligibility to the following year. The form includes a mandatory application fee based on investment size and requires verification of state-specific requirements like screen credits and withholding. Incomplete submissions demand full resubmission, making thorough preparation critical for eligibility.

How To File The Montana MC-SOC Form

Production companies should mail the completed form, checklist-marked documents, and application fee payment (via the MEDIA Credit payment voucher from MTRevenue.gov) to the Montana Department of Revenue. Aim for submission within 60 days of principal photography end to claim credits in the production year.

How To Complete The Montana MC-SOC Form

How To Complete The Montana MC-SOC Form

Follow these instructions to address every field and checklist item precisely.

Applicant Identification

  • Date: Enter the current date in MM-DD-YYYY format.
  • Applicant Name: Write the full legal name of the production company.
  • FEIN: Provide the Federal Employer Identification Number.
  • Mailing Address: List the complete street address.
  • City: Specify the city.
  • State: Use the two-letter abbreviation.
  • ZIP Code + 4: Include the full ZIP+4 code.
  • Contact Name: Name the primary contact person.
  • Contact Phone Number: Add the phone number.
  • Email: Enter the email address.
  • Name of Production: State the official production title.

Submission Checklist

Mark each applicable box to confirm inclusion of these required items:

  • Submission of Costs MEDIA Credit Spreadsheet: Attach the official spreadsheet from the Department of Revenue or Commerce, fully completed with all expenditures and compensation totals per instructions tab.
  • Form MEDIA-Comps for Every Employee: Include one completed MEDIA-Comp form per claimed person, detailing residency, loan-out status, and above/below-the-line classification.
  • Earnings Reports, Payroll Reports, Check Stubs, Backup Documentation: Provide payroll summaries, stubs, and other proofs to verify compensation claims.
  • Itemized Reports/Spreadsheets of Expenditures in .xlsx Format: Submit Excel files organized by spreadsheet categories, listing amount, purchase date, item description, purchase address, underserved area status, and supporting details for each expense.
  • Itemized Reports/Spreadsheets of Compensation in .xlsx Format: Deliver Excel files itemized by person, covering earnings, fringes, taxable per diem, kit rentals, with Montana sourcing and withholding noted.
  • Loan-Out Agreements (If Applicable): Attach contracts for loan-out services.
  • Loan-Out Withholding (If Applicable): Include payment history or reconciliation returns downloaded from TransAction Portal (TAP).
  • “Filmed in Montana” Screen Credit Logo Verification (If Applicable): Submit video of end credits, PDF/Doc mockup, or prep files showing logo placement and duration.
  • Talent Agreements: Provide contracts for talent.
  • Call Sheets: Include daily production call sheets.
  • Department of Commerce Certification Approval Letter: Attach the official certification letter.

Application Fee Payment

  • Fee Selection: Check the box for the correct amount:
  • $500 if base investment is less than $350,000.
  • $1,000 if base investment is $350,000 or more.
  • $1,000 if applying for postproduction credit.
  • Payment Note: Submit payment using the MEDIA Credit payment voucher from MTRevenue.gov.

Declaration And Signature

  • Signature: The authorized employee or assigned representative must sign.
  • Date: Record the signing date.
  • Declaration Statement: Affirms under penalty of false swearing that all information is accurate and the signer works for or performs services for the production company.
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