Alabama Accountability Act

Please check this page often as additional guidance and information will be included as it becomes published.

Documents Currently Available

• Report of Independent Research Organization
• ADOR Guidance for the AAA Section 8, Parent-Taxpayer Refundable Tax Credits
• ADOR Guidance for the AAA Section 9, Tax Credits for Contributions to Scholarship-Granting Organizations
• View a Copy of Act 2013-64
• View a Copy of Act 2013-265
• View a Copy of Act 2015-434
• View the Accountability Act-Related Administrative Rules

Scholarship Granting Organizations

• View the List of Qualified Scholarship Granting Organizations
• 2013 Annual Public Report Information
• 2014 Annual Public Report Information
• 2015 Annual Public Report Information
• 2016 Annual Public Report Information
• 2017 Annual Public Report Information
• 2018 Annual Public Report Information
• 2014 – 2019 Annual Public Report Information as filed by SGO
• 2015 – 2019 Quarterly Public Report Information as filed by SGO

Reserving Tax Credits by Indicating Donations to Scholarship Granting Organizations

• Reserving a tax credit requires the use of the Department’s online portal for taxpayers, My Alabama Taxes. Taxpayers who have not previously set up an account will need to Sign Up for My Alabama Taxes.
• When signing up for MAT, individual taxpayers will need to select Individual Income Tax as their account type and then enter their Social Security number along with their Adjusted Gross Income from the prior year’s tax return in order to set up a My Alabama Taxes account.

OR

• Taxpayers may use their existing My Alabama Taxes Account to reserve a portion of the available tax credit.
• Once logged into MAT, a taxpayer will need to select SGO Donation from the menu on the left margin of the page and follow a short series of instructions/steps to record their donation and reserve their portion of the credit.
• Individual taxpayers needing assistance with signing up for My Alabama Taxes Account or with reserving a tax credit may call (334) 353-0602 or (334) 353-9770.
• Corporate taxpayers needing assistance with signing up for My Alabama Taxes Account or with reserving a tax credit may call (334) 242-1200.

Participating Non-Public Schools

• List of Participating Non-Public Schools (PDF Version)
• List of Participating Non-Public Schools (Excel Version)

AAA Forms

Annual Report – Form SGO

• 2019 Scholarship Granting Organization: Annual Report
• 2019 Scholarship Granting Organization: Annual Report – Attachment 1
• 2019 Scholarship Granting Organization: Attachment Instructions
• 2019 Scholarship Granting Organization: Annual Report Instructions

• 2020 Scholarship Granting Organization: Annual Report
• 2020 Scholarship Granting Organization: Annual Report – Attachment 1
• 2020 Scholarship Granting Organization: Attachment Instructions
• 2020 Scholarship Granting Organization: Annual Report Instructions

Quarterly Report – Form SGO-Q

• Scholarship Granting Organization: Quarterly Report
• Scholarship Granting Organization: Quarterly Report – Attachment 1
• Scholarship Granting Organization: Quarterly Report Instructions

Notice of Intent to Participate

• Scholarship Granting Organization: Notice of Intent to Participate (Revised 06/2017)
• Non-Public School: Notice of Intent to Participate in Educational Scholarship Program (Revised 12/2016)

Non-Public Schools Removed from Program

Based on requirements for participation in the Alabama Accountability Act as a qualified school, this listing will be updated as information is received and verified by the Alabama Dept. of Revenue.  All interested parties should check this listing for prior to any enrollment/admission and/or scholarship issuance.

• List of Non-Public Schools Removed  (PDF Version)
• List of Non-Public Schools Removed  (Excel Version)