Texas Franchise Tax Return

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Ethan Wheeler
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1 TXGen Texas Franchise Tax Return General Information TXGen (01) TX1 Activities included in LLC (0 Only) Taxpayer name/name of LLC Address (0 Only) City, state, zip code (0 Only) Country (If other than USA) Change of address Return selection (Force)(1 = 0-1, = 0-1, = 0-1) Filing a final return and requesting a Certificate of Account Status Amended return (1 = Yes, = No) (If different from federal) Explanation of changes Margin method elected (Force)(1 = Cost of Goods Sold, = Compensation, = 0% of Revenue) Type of return (If different from Federal)(1 = Initial (only applies to Report Years 00-0), = Final, = Annual) Entity became subject to the franchise tax during the 01 calendar year Entity is a bank Entity is health care provider or institution, law firm, lending institution or security broker dealer Parent entity EIN (0 Only) 1 Entity part of a combined group Taxpayer number 1 Report year (Force)(For report years prior to 01) Report due date (Force) Privilege period beginning (Force)(If different from January 1 - December 1 of the current report year) Privilege period ending (Force) Secretary of State or Comptroller file number( digit number supplied by State) Total revenue is adjusted for tiered partnership election Upper tier entity Entity other than a corporation, LLC, LP, PA or financial institution (Must file Ownership Information Report, Form 0-1) Accounting year beginning (Force)(If different from federal) 0 Accounting year ending (Force) 1 NAICS code (If different from Federal) Service provider (Mark box to prevent calculation of COGS method) Entity does not qualify for discounts Entity does not have nexus in Texas Officer, director or authorized agent name (If different from federal) Officer, director or agent telephone number Return signature (1 = Fiduciary, = Preparer) Annualized revenue (Force) General footnote No Tax Due Passive entity as defined under TTC.00 (only applies to partnerships, trusts (not business trust), or LLP's, NOT LLC's) Entity is a Real Estate Investment Trust as specified in section.000(c)() Entity is a new veteran-owned business as defined in section.000 1

2 TXOth Texas Franchise Tax - Other Information Common Information - Forms 0-, 0-1 TXOth (01) TX Name of LLC(0 Only) 1 Principal office address (If different from mailing address) City, state, zip code Reporting entity owns % or more interest in other entities (Section B: Forms 0-, 0-1) Name of registered agent Address City, state, zip code Title of officer, director, or member 1 Telephone number of officer, director or member 1 Form 0- - Public Information Report Principal place of business address (If different from principal office) 1 City, state, zip code No changes to the officers, directors or members for this corporation Officer, director or member information(section A: Form 0-) Another entity owns % or more interest in this reporting entity (Section C: Form 0-) Form Ownership Information Report General partnership, person or entity owns % or more interest in this reporting entity (Section A: Form 0-1) Print Form 0-1 instead of Form 0- Certificate of Account Status 1 Legal name of reporting entity Texas taxpayer or FEI number Accounting year begin date Day before accounting year begin date of combined group Texas entity filing for which Certificate of Account Status is required (T = Termination, M = Merger, C = Conversion) Non-Texas entity still conducting business in Texas (1 = Yes, = No) Last day of business activity if not conducting business in Texas Non-Texas entity currently has an active charter in its home state (1 = Yes, = No) Type of termination (T = Termination, M = Merger, C = Conversion) Effective date of termination Name of survivor after merger Requestor name Mailing address City, state, zip code Telephone number and extension Fax number address Certificate delivery method (1 = Fax, = , = Mail) Forfeited certificate or registration needs reinstatement (1 = Yes, = No) Extension

3 TXAdj Cost of goods sold Indirect or administrative overhead costs Other costs Texas Franchise Tax - Adjustments Revenue Enter information only if different from federal Name of LLC(0 Only) 1 Gross receipts or sales Dividends Interest Rents Royalties Gains (losses) Other income Exclusions from gross revenue (Includes intercompany eliminations) Cost of Goods Sold Compensation 1 TXAdj (01) TX Wages and cash compensation Net distributable income( Only) Employee benefits Other compensation Calculated Amount Force Allowable Deductions Gross receipts in Texas (Force) Gross receipts everywhere (Force) Gross receipts subject to throwback (Affiliates of unitary return) Allowable deductions Cost of Goods Sold Depreciation Adjustment Bonus depreciation and Section 1 expense adjustment (Force)

4 TXELF Texas Franchise Tax - Electronic Filing General Information Enter account information on Screen Bank if different from the federal account information TXELF (01) TX Name of LLC(0 Only) 1 Suppress Texas electronic file when filing federal return or extension electronically Signature date Taxpayer Web-file Number (Mandatory and must match TX records) Total revenue from last filed return (Mandatory and must match TX records) Electronic funds withdrawal for balance due returns: Requested payment date (Mandatory if using the electronic funds withdrawal method) Amount of return payment (Force) Name control Calculated Value Force Extension Information Extension signature date Electronic funds withdrawal for extension: Requested payment date (Mandatory if using the electronic funds withdrawal method)

5 TXPen Texas Franchise Tax - Penalties and Interest General Information TXPen (01) TX Name of LLC(0 Only) 1 Date return filed (If different from original due date of return) Prior year tax Suppress penalties and interest: Late payment interest Failure to file / Failure to pay Extension underpayment Late filing penalty Penalty (Force) Interest (Force)

6 TXAdjA Texas Franchise Tax - Affiliate Adjustments EIN Legal name of affiliate Revenue For the reporting entity, enter amounts only if different from federal Gross receipts or sales Dividends Interest Rents Royalties Gains (losses) Other income Exclusions from gross revenue Cost of goods sold Indirect or administrative overhead costs Other costs Wages and cash compensation Net distributable income Employee benefits Other compensation Cost of Goods Sold Compensation Apportionment and Allowable Deductions Gross receipts in Texas Gross receipts everywhere (Force) Gross receipts subject to throwback (affiliates of unitary return) Allowable deductions Cost of Goods Sold Depreciation Adjustment TXAdjA (01) Unit 1 TX Bonus depreciation and Section 1 expense adjustment (force)

7 TXCredit Texas Franchise Tax - Credits General Information TXCredit (01) TX Name of LLC(0 Only) 1 Credits available Investment credit installment from prior years (Not applicable for report years after 01) Investment credit carried forward from prior years Jobs creation credit carried forward from prior years Research credit carried forward from prior years Temporary credit for business loss carryforward from prior years Eligible historic structure credit Historic structure credit carried forward from prior years 1 Temporary credit (Not applicable for report years after 01) Credits claimed Investment credit claimed (Force) Jobs creation credit claimed (Force) Research credit claimed (Force) Temporary credit for business loss carryforward from this year only Temporary credit for business loss carryforward prior years (Force) R & D activities credit claimed (Force) Historic structure credit claimed (Force) 1 Temporary credit less additional tax due (Force)(Not applicable for report years after 01) Other (Force) Temporary Credit for Business Loss Carryforwards Preserved amount of business loss carryforwards filed on Form 0-1 Preceding Taxable Year th th th th th th rd nd 1st Current Prior Year Carryover Annual Credit Available Force Credit Claimed Force 1 Additional Tax Due Corporation elected to take the temporary credit on a previous report Calculated Amount Stated taxable capital Taxable capital surplus 1 Additional tax due (not applicable for report years after 01) 0 1 Force

8 TXPmt Texas Franchise Tax - Payments and Extensions Payments TXPmt (01) TX Name of LLC(0 Only) 1 Paid with extension Paid with second extension (EFT filers only) Extension Extension payment calculation 1 = Use 0% of current year liability = Use 0% of prior year liability Extension signature (1 = Fiduciary, = Preparer) Extended due date (For filing instructions, penalties and interest calculations) Balance due on extension (Force) Balance due on second extension (Force)(EFT filers only)

9 TXAffil Affiliate EIN Legal name of affiliate Texas Franchise Tax - Affiliate Schedule Affiliate Schedule Unit 1 TXAffil (01) TX Texas taxpayer number NAICS code Affiliate is a disregarded entity Affiliate does not have nexus in Texas Reporting period: Beginning date Ending date Gross receipts subject to throwback in other states before eliminations Gross receipts everywhere before eliminations Gross receipts in Texas before eliminations Cost of goods sold or compensation before eliminations 1 1

10 TXOthA Texas Franchise Tax - Affiliate Other Information Unit TXOthA (01) 1 TX Affiliate EIN Legal name of affiliate Public and Ownership Information Reports Entity is a bank Mailing address City, state, zip code Country (0-1) Secretary of State Comptroller file number No changes to the officers, directors or members for this corporation Principal office address (If different from mailing address) 1 City, state, zip code Principal place of business address (If different from principal office) 1 City, state, zip code Officer, director or member information Reporting entity owns % or more interest in other entities (0- and 0-1) Another entity owns % or more interest in this reporting entity (0-) General partnership, person or entity owns % or more interest in this reporting entity (0-1) Name of registered agent 1 Address City, state, zip code Title of officer, director, or member (If different from federal) Telephone number of officer, director or member (If different from federal) Print Form 0-1 instead of Form 0- (Applicable to professional association and entity other than corporation, LLC, financial institution) 0 0 1

11 TXIncome Texas Income General Information TXIncome (01) TX1 NAICS code Affiliate is a disregarded entity Affiliate does not have nexus in Texas 1 Revenue and Deductions Interest Dividends Capital gain / loss Other income Deductions from gross revenue Allowable deductions Affiliate Schedule Gross receipts before eliminations: Subject to throwback in other states In Texas Cost of goods sold or compensation before eliminations 1 1

12 TXRate Texas Franchise Tax - Tax Rate Information Standard Industry Classification (SIC) Code Use this screen to determine if entity is qualifying wholesaler or retailer, Form 0-1 only TXRate (01) TX1 SIC code that is appropriate for the activity of the taxable entity or combined group 1 If applicable, total of the following is greater than the total revenue from other trades: Retail or wholesale revenue (1 = Yes, = No) Apparel rental and other retail and wholesale trade (1 = Yes, = No) Heavy construction equipment rental or leasing (1 = Yes, = No) Rental/leasing of tools, party/event supplies, furniture and/or rental-purchase agreements, regulated by Ch. of Business & Commerce code, and other retail/wholesale (1 = Yes, = No) Rental-purchase agreements regulated by Ch. /other retail/wholesale (1 = Yes, = No) Auto repair/other retail/wholesale (1 = Yes, = No) Less than 0% of retail/wholesale revenue from production (except if under Major Group, Eating/Drinking Est.) (1 = Yes, = No) Provides retail/wholesale utilities (including telecommunication services, electricity or gas) (1 = Yes, = No)

13 TXOwner Texas Franchise Tax - Common Owner, Reporting Entity Only Common Owner Information Completed by the reporting entity of a combined group with a temporary credit for business loss carryforward preserved for itself and/or its affiliates TXOwner (01) TX1 Taxpayer number/fein SSN(if no Taxpayer number or FEIN) Business or individual name Address City, state, zip code Entity or individual still common owner Start date End Date (if applicable) 1

14 TXR&D Texas Franchise Tax - Research and Development Credits Qualified Research Expenses in Texas (QRET) TXR&D (01) TX1 Total QRET for current period 1 QRET under higher education contracts for current period Total QRET in 1st preceding tax period QRET under higher education contracts for the 1st preceding period Total QRET in nd preceding tax period QRET under higher education contracts for the nd preceding period Total QRET in rd preceding tax period QRET under higher education contracts for the rd preceding period R & D activities credit carried forward from prior years Research and Development Employment in Texas Average number of research and development positions Average salary of research and development positions

15 TXC EIN Principal business or profession Name Texas Business Income Unit State TXC (01) 1 TX1 General Information NAICS code Affiliate is a disregarded entity Affiliate does not have nexus in Texas Entity is a LLC Gross receipts or sales Returns and allowances Oil and gas Deductions from gross revenue Revenue and Deductions Federal (Force) Texas (Force) Cost of Goods Sold Cost of goods sold Indirect or administrative overhead costs (Enter net amount) Other 1 Wages Employee benefits Other Compensation Affiliate Schedule Federal (Force) Texas taxpayer number Gross receipts before eliminations: Subject to throwback in other states In Texas Cost of goods sold or compensation before eliminations 0 1

16 TXF EIN Description Principal product Texas Farm Income General Information Unit State TXF (01) 1 TX1 NAICS code Affiliate is a disregarded entity Affiliate does not have nexus in Texas Gross farm income Deductions from gross revenue Revenue and Deductions Federal (Force) 1 1 Texas (Force) Cost of goods sold Indirect or administrative overhead costs Other Cost of Goods Sold Wages Employee benefits (Force) Other Compensation Federal Affiliate Schedule Texas taxpayer number Gross receipts before eliminations: Subject to throwback in other states In Texas Cost of goods sold or compensation before eliminations 1

17 TXK1 Texas and 0S Pass-Through Income EIN Name Unit State TXK1 (01) 1 TX1 General Information NAICS code Affiliate is a disregarded entity Affiliate does not have nexus in Texas Entity is a LLC Interest Dividends Capital gain / loss Ordinary income Rents Royalties Other income Deductions from gross revenue Revenue and Deductions Federal (Force) Texas (Force) Cost of goods sold Indirect or administrative overhead costs Other Cost of Goods Sold 0 1 Wages Employee benefits Other Compensation Affiliate Schedule Texas taxpayer number Gross receipts before eliminations: Subject to throwback in other states In Texas Cost of goods sold or compensation before eliminations

18 TXK1T EIN Name Texas 1 Pass-Through Income Unit State TXK1T (01) 1 TX1 General Information NAICS code Affiliate is a disregarded entity Affiliate does not have nexus in Texas Revenue and Deductions Interest Dividends Capital gain / loss Ordinary income Rents Other income Deductions from gross revenue Federal (Force) Texas (Force) Cost of goods sold Indirect or administrative overhead costs Other Cost of Goods Sold Wages Employee benefits Other Compensation Affiliate Schedule Texas taxpayer number Gross receipts before eliminations: Subject to throwback in other states In Texas Cost of goods sold or compensation before eliminations 0

19 TXRent Texas Rent and Royalty Income Unit TXRent (01) 1 TX0 Description State General Information NAICS code Affiliate is a disregarded entity Affiliate does not have nexus in Texas Gross rents Gross royalties Oil and gas Deductions from gross revenue Revenue and Deductions Federal (Force) 1 1 Texas (Force) Cost of goods sold Indirect or administrative overhead costs Other Cost of Goods Sold Wages Employee benefits Other Compensation 0 1 Affiliate Schedule Texas taxpayer number Gross receipts before eliminations: Subject to throwback in other states In Texas Cost of goods sold or compensation before eliminations

20 TXBank Texas Franchise Tax - Electronic Funds Withdrawal Account Information TXBank (01) TX1 Name of LLC(0 Only) 1 Name of financial institution Routing transit number Account number Type of account (1 = Checking, = Savings) Non-US financial institution

Texas Franchise Tax Return

TXGen Texas Franchise Tax Return General Information TX TXGen (0) Activities included in LLC(0 Only) Taxpayer name/name of LLC Address (0 Only) City, state, zip code (0 Only) Country (If other than USA)