Montana direct-to-consumer (DTC) wine shipping rules and regulations

It feels like everyone is ordering wine online. Does Montana permit DTC wine shipping? Find out and learn wine tax rates and rules for your state.

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Montana wine taxes, permits, and rules

What to know about shipping wine DTC in Montana
Last Updated:

08/01/2021

Permit

Permitting

DTC Permit Required: Yes

Permit Type: DTC Endorsement

Permit Fee: $50

Permit Expiration: September 30 of each year

Permit Bond: No

Calculator

Sales tax

Transactional Tax Required: No

Transactional Tax Type Rate: N/A

Local Sales Tax: No

Local Sales Tax Range: N/A

Sales Tax on Shipping: N/A

Excise

Excise tax

Excise Tax(es) Collected: Winery Tax

Wine Rates Range: $0.27/L

Shipping

Volume limits

Consumer Limit (Off-site): Limit of 18 cases per person per year

Consumer Limit (On-site): Unlimited

Per State Aggregate: Unlimited

Reporting

Returns

Required? Yes

Sales Tax: N/A

Use Tax: N/A

Excise Tax: Monthly by the 15th if >1,000 liters shipped, Annually by October 15 if <1,000 liters shipped

Direct Shipment: Monthly by the 15th if >1,000 liters shipped, Annually by October 15 if <1,000 liters shipped

Record Retention: At least 3 years

Requirements

Product Registration*

Product Restrictions: Direct shipment of wine over 16% ABV prohibited.

Product Registration: Submit copies of federal label approvals for any brands not currently distributed by a Montana wholesaler that will be sold and shipped to consumers in Montana.

Registration Fees: None

Labeling Requirements: A shipment of table wine must be conspicuously labeled with the words “Contains Alcohol: Signature of Person Age 21 or Older Required for Delivery.”

*Nearly all states have some kind of rule regarding how wine must be labeled when being shipped direct to consumer. Please check for the unique rule for your state.

Information

Additional information

Montana DOR site

Please note: Tax rates, rules, and regulations change frequently. Although we hope you'll find this information helpful, this page is for informational purposes only and does not provide legal or tax advice.

Use our beverage alcohol solution to simplify DTC wine shipping

STEP
01

Pinpoint tax compliance needs

STEP
02

Integrate with existing business systems

STEP
03

Streamline tax calculation and exemption management

STEP
04

Automate many of your licensing and registration processes

STEP
05

Simplify returns filing, remittance, and reporting processes

Use our beverage alcohol solution to simplify DTC wine shipping

STEP

01

Pinpoint tax compliance needs

STEP

02

Integrate with existing business systems

STEP

03

Streamline tax calculation and exemption management

STEP

04

Automate many of your licensing and registration processes

STEP

05

Simplify returns filing, remittance, and reporting processes

Additional beverage alcohol tax resources

Connect with us for better beverage alcohol compliance

Get in touch to see how you can reduce alcohol tax stress.

Connect with us for better beverage alcohol compliance

Get in touch to see how you can reduce alcohol tax stress.