St. Matthews, KY · Jefferson County
Employee Annual Occupational Tax Refund Application
This application lets an employee request an annual refund of St. Matthews occupational taxes withheld, with employer verification and supporting wage records submitted to the city.
- licensed online notary
- ~15 min average
- Notarized PDF emailed
What you’ll need
- Government-issued photo ID
- Webcam-enabled device (laptop or phone)
- This form, ready to upload as a PDF
What this form is
Employees use this three-page application to request a refund for a specified year when occupational taxes were over-withheld, including for qualifying work performed outside St. Matthews. The form calculates the refund, asks for the reason and quarters involved, and requires employee and employer signatures. Applicants must include a W-2 or qualifying payroll record; requests for out-of-town work also require work-hour information. The city says requests must be postmarked within one year of the annual reconciliation and W-2 data due date.
Who needs it
An employee seeking a refund of St. Matthews occupational taxes must submit a separate application for each employee and year, with employer verification and required wage documentation.
Why it needs a notary
The form includes a subscribed-and-sworn jurat; the employee named in the notarial block signs and swears to the application before the notary.
How to get this notarized
- 1
Download the Application
Get the City of St. Matthews employee annual occupational tax refund application.
- 2
Complete the Form
Enter employee and employer details, refund year, calculation information, and the reason and quarters for the request.
- 3
Gather Supporting Records
Attach the required W-2 or qualifying payroll record and complete employer verification.
- 4
Book an Online Notary
Arrange an online notarization for the subscribed-and-sworn certification block.
- 5
Sign on Video
Sign and swear to the application in the notary’s online session; have the employer provide its required signature.
- 6
Submit to the City
Send the completed application and supporting records to the City of St. Matthews using its current submission instructions.
Preview the form
The blank PDF straight from St. Matthews. Look it over, then upload your filled copy to start the notary session.
You’ll need ID and a webcam.
A licensed online notary will join you on video, verify your government-issued ID, witness your signature, and apply their seal. You’ll receive the notarized PDF by email when the session ends.
Frequently asked questions
- How do I request an occupational tax refund?
- Complete a separate application for each employee and year, provide the required wage records and employer verification, then submit it to the City of St. Matthews. The form says refund requests must be postmarked within one year of the annual reconciliation and W-2 data due date.
- Do I need to include a W-2 or payroll record?
- Yes. The instructions require a copy of the W-2 for each year involved. If it is unavailable, the form says a final check stub with year-to-date totals may suffice; current-year withholding must also be verified.
- Can I sign this application with a commissioned online notary?
- Kentucky authorizes online notarization by a commissioned online notary registered for that role, and recognizes certain notarial acts performed by authorized officers elsewhere. Confirm the city’s acceptance and any submission requirements before signing.
- Where should I send the completed refund application?
- The form directs applicants to contact the City of St. Matthews with questions and says refund checks are mailed to the employee’s Part II street address. Confirm the current submission method and destination with the city or county clerk if unsure.