Finance & Income Tax
The Department of Finance’s responsibilities encompass all of the treasury functions for the City of Shelby.
The Department of Finance’s responsibilities encompass all of the treasury functions for the City of Shelby. All receipts from all sources are recorded and deposited by the Department of Finance. All warrants received by the City of Shelby are paid through this department.
The Director of Finance invests all City of Shelby funds available and borrows where necessary for city projects. The Finance Department keeps and supervises all city accounts. It assesses and collects all assessments owed to the city. Adequate records are maintained affecting acquisition, custodianship and disposition of values, including cash receipts and disbursements and the recorded facts are periodically reported to officials and to the public in summary and in necessary detail.
The Director of Finance and Public Record is the chief accounting officer of the City of Shelby, the ex-officio treasurer and the clerk of council.
The Finance Department also serves as the City of Shelby’s personnel department, handling files and insurances. The Income Tax Department also falls under the Finance Department’s responsibilities.
Income Tax Rates
Effective January 1, 2015, the City of Shelby tax on earned income is 1.50%. For residents who live in Shelby and work in other municipalities or villages with an income tax, effective January 1, 2019, a credit is applied up to the first .75% of earned income. The other.75% of earned income, of which .30% was levied and passed to pay for the Shelby Justice Center and .20% was levied and passed to pay for paving of streets, alleys and sidewalks and .25% to the general fund, is paid by all residents with earned income.
Changes to Income Tax for 2016
To comply with House Bill 5, the City of Shelby passed Ordinance 50 – 2015. This will change the way that income tax is collected by the City of Shelby Income Tax Department. Read Income Tax Rules and Regulations for the new collection method.
Documentation is necessary to verify all amounts of taxable income. Federal schedules, W-2’s and 1099’s are necessary or else the tax return will be considered incomplete. A net loss may not be used to offset W-2 income.
Who Must File?
Shelby has a mandatory filing ordinance. Everyone, 18 years of age and over, is required to file a tax return, regardless of whether they have a taxable income. If the person is retired and has no income other than retirement (no rentals, part time jobs, etc.), they need to mark the box on the back of the tax form and record the date they retired, sign and date the form.
The City of Shelby is going green by discontinuing the mailing of income tax forms. Forms can be downloaded and printed from the links below.
We are matching the federal tax deadline change to July 15th, 2020 for 2019 returns.
While we encourage you to mail in your tax returns, especially if you are expecting a refund, you are not required to file your 2019 tax return with our office until July 15, 2020. If a tax return is filed early and a payment is due, the payment is also due by July 15, 2020. If not paid on time, penalty of $25 per month not to exceed $150 will be added to the due amount. A 7% per annum interest rate will be applied to all outstanding tax amounts owed.
Withholding tax payers still have the deadline of the 15th of the month following tax collection.
In order for the City of Shelby to grant an extension, a copy of Federal Extension request must be received by April 15th.
Where to File
Mail completed return and payment with all W-2s, 1099, miscellaneous forms and federal schedules applicable to :
Shelby City Income Tax
43 W. Main St.
Shelby, OH 44875
Click on the links to download the forms
Instructions for Preparing & Filing EQR (Form W1 1100)
2020 Employers Withholding-Monthly (Form W1 1100)
2020 Employers Withholding-Quarterly (Form W1 1100)
2019 Exemption Form
Electronic Filing Instructions of W2’s
2019 Annual Reconciliation Form
2019 Individual Tax Return
2019 Business Return
(These are NOT E-File forms. Please complete your form within the PDF and PRINT it for mailing. This is for individual returns only.)
Some web browsers attempt to open PDFs using their own reader plug-ins, which may impair functionality within PDF fill-in forms. We strongly recommend that you download the interactive form by right-clicking on its link and opening it with Adobe Reader so that it will function correctly.