The settlement process is the biannual reconciliation and certification of collected taxes—typically in June and December—where County Auditors report all revenue collected, verify its accuracy and submit required forms and worksheets to the State Comptroller. This enables proper allocation of funds across state, county and local jurisdictions.
Settlement Forms – these are State Forms created by the Indiana Archives and Records Administration and used by the State Comptroller’s Office:
- SF# 1332 Settlement Sheet for Collection of State, County Revenue and Other Taxes Form 105
- SF# 39821 County Treasurer’s Certificate of Tax Collections 49TC
- SF# 40168 Certification of County Auditor Tax Refund Claims 17TC
- Apportionment Sheet Form 102
Worksheets – helpful guides created by the State Comptroller’s Office to ease the settlement process, but are required documents:
- June Settlement Checklist
- December Settlement Checklist
- Excise Tax Allocation Deductions Worksheet
- Excise Tax Reconciliation
- Quietus Worksheet
- Fines and Fees Report
- Certificate of Error Summary (Fall Settlement Only)
- Settlement to Abstract Reconciliation Worksheet
Settlement Instructions – step-by-step instruction guides specific to the annual settlement process.
State Comptroller Excise Taxes Chart – 10 different types of excise taxes provided by the Indiana State Comptroller’s Office.
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