Form
CU
Wisconsin
Credit Union Declaration of Exempt Status
IC-081 (R. 8-21)
I, the undersigned authorized ocer of the credit union for which this declaration of exempt status is made, declare that the above
named credit union had no deposits of public funds during the income year shown above and I understand that a Wisconsin franchise
or income tax return must be led for any future year for which the credit union’s deposits include public funds.
Signature Title Date
Form CU Instructions
2021
Wisconsin Department
of Revenue
Name of Credit Union
Number and Street
For Income Year Year of Incorporation
Federal Employer I.D. Number Wis. Employer I.D. (Withholding) Number Seller’s Permit or Use Tax Number
Purpose of Form CU
Credit unions which are exempt from the Wisconsin
franchise or income tax under the provisions of Ch.
71, Wis. Stats., should le Form CU instead of ling
a Wisconsin corporation franchise or income tax
return, Form 4 or 6. Thereafter, the credit union
need not le a corporation tax return (Form 4 or
6) or Form CU for any subsequent year unless re-
quested to do so by the Department of Revenue or
unless in a subsequent year the credit union acts
as a public depository.
Note: Credit unions that do not derive income from
public deposits are exempt from the Wisconsin tax
on unrelated business taxable income, as computed
under section 512 of the Internal Revenue Code.
When to File
Form CU must be led on or before April 15 of the
year following the income year for which the return
is led.
Where to File
Mail Form CU to the Wisconsin Department of
Revenue, PO Box 8908, Madison, WI 53708-8908.
City
State
Zip Code (+ 4 digit sux if known)Suite Number
Applicable Laws and Rules
This document provides statements or interpretations
of the following provisions of Wisconsin Statutes in
eect as of July 15, 2021: Section 71.26(1)(a), Wis.
Stats.
Laws enacted and in eect after July 15, 2021, new
administrative rules, and court decisions may change
the interpretations in this document. Guidance
issued prior to July 15, 2021, that is contrary to the
information in this document is superseded by this
document, pursuant to sec. 73.16(2)(a), Wis. Stats.
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