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Procedures for Claiming an Employer Tax Credit

  • Procedures for Claiming an Employer Tax Credit

The Employer Tax Credit must be precertified through My Alabama Taxes before an employer can claim the credit on their Alabama tax return. Precertification of this credit is a two-step process requiring taxpayers to first secure a credit reservation. Eligible employers may begin requesting reservations for tax year 2026 on January 5, 2026. Those with an approved reservation must then submit a credit claim at the end of the tax year and include detailed documentation substantiating their claims.

Prerequisites for submitting an Employer Credit Claim through My Alabama Taxes:

  • Taxpayer must have an approved Employer Tax credit reservation.
  • Taxpayer must have incurred eligible expenses throughout the year. Eligibility requirements can be found here.
  • An active My Alabama Taxes account for the taxpayer who will utilize the credit. If you need assistance creating a My Alabama Taxes account or are unsure which account the credit will be applied to, contact incentives@revenue.alabama.gov.

Procedures for submitting an Employer Credit Claim through My Alabama Taxes:

  • Visit My Alabama Taxes and enter your credentials to login.
  • Once logged in, click on the Other Actions tab and select Submit a Childcare Credit Claim under Tax Incentives.
  • Credit Type: Choose Employer from the drop-down menu and enter the Reservation Year. Select Next.
  • EITC Prioritization: Select the box to confirm that you prioritized the payment of eligible expenses for employees who qualify for the Earned Income Tax Credit, if any. Select Next.
  • Employer-Provider Classification: Select Yes or No to indicate whether you are claiming the employer credit as someone who owns and operates a childcare facility and select Next.
  • Insurance Company: Select Yes or No to indicate whether you are an insurance company filing an insurance premium tax return with the Department of Insurance and select Next.
  • Employer Information: Complete the required fields and select Next.
  • Credit Claim: Approved employer credit reservations will be shown in the Childcare Credit Reservations table. Complete the required fields for the reservation(s) from which you wish to make a credit claim and select Next.
    • Account ID: Select the account where the credit will be utilized.
    • Filing Period: Select the filing period for which the credit will be claimed.
    • Small Employer: Check the box to indicate that you are a small employer if you had fewer than 25 employees during the applicable filing period.
    • Credit Reserved: This field will prepopulate to reflect approved credit reservations.
    • Credit Remaining: This field will prepopulate to reflect pending and approved credit claims.
    • Eligible Expenses: Download the Eligible Expenses Calculation Spreadsheet  to calculate your eligible expenses and enter the total in the eligible expenses box.
    • Credit Amount Requested: This field will auto-calculate based on the small employer designation and eligible expenses entered.
    • Note! Taxpayers claiming the credit as an insurance company will not select an account and must manually enter the filing period.
  • Attachments: Attach the completed Eligible Expenses Calculation Spreadsheet and supporting documents for each eligible expense and select Next.
  • Review Submission: Carefully review all information for accuracy (and print a copy of your records). Once reviewed, select Submit.

What to expect after the credit claim is submitted:

  • Credit claims are reviewed by the department in the order received. Processing times may vary depending on the volume of requests.
  • Incomplete or insufficient documentation may delay credit approval or result in the denial of your credit request.
  • You will be contacted via the email address or phone number provided with your request if there are any additional questions.
  • The credit will only be awarded after all required documentation is submitted and verified by the department. You will receive a web notice via My Alabama Taxes when your credit claim has been reviewed and approved.
  • Pass-through entities that have been awarded a credit must submit a second credit claim through My Alabama Taxes to pass the credit to its owners. Procedures for this process are available below under Additional Resources.
  • For additional inquiries, email incentives@revenue.alabama.gov or call 334-353-9789.

Additional Resources