Tax Year and Tax Month of Election do not align

Registrations require two inputs for the tax year/period of the registration request. The first input is the dropdown menu that requests the 4-digit tax year to which the registration will apply. This field is based off of when the registrant’s tax year began, and corresponds to the year on the tax forms to be filed. For example, a fiscal year filer with the accounting period from 7/1/2025-6/30/2026, would select “2025” as the tax year, as that is when the year began.

In the General Information section of each package, the registrant must indicate the Month and Year that the tax period ends. For example, a fiscal year filer with the accounting period from 7/1/2025-6/30/2026, would select “June” and “2026” for this input. A calendar year filer for 1/1/2025-12/31/2025 would select “December” and “2025.”

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