Nexus Questionnaire Form PDF Details

The Nexus Questionnaire form, issued by the New Jersey Department of the Treasury Division of Taxation, is an extensive document designed to determine a business's tax obligations to the state by examining the nature and extent of its activities within New Jersey. This five-page questionnaire requires detailed information including but not limited to the legal and trade names of the business, Federal Employer ID Number (FEIN), New Jersey State Corporation Number, fiscal year end, office address, and various types of contact information. It delves into the business type, ownership details, affiliations, and the specific nature of operations conducted within the state. Additionally, it asks businesses to disclose information regarding income derived from New Jersey sources, employee activities within the state, property owned or leased, and any goods or services provided to New Jersey residents. The form also inquires about any contractual relationships in New Jersey that could impact tax liabilities, aiming to capture a comprehensive understanding of the business's presence and activities in the state to accurately assess its nexus and subsequent tax responsibilities. Through detailed yes or no questions, businesses are guided to reveal the depth of their engagement in New Jersey's economic landscape, ensuring compliance with state tax regulations.

QuestionAnswer
Form NameNexus Questionnaire Form
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other namesnexus state of new jersey department of human services division of medical assistance and human services bulletins, new jersey real estate commission questionnaire, nj petit juror questionnaire, new jersey department of treasury division of taxation nexus questionnaire

Form Preview Example

09-17

 

NEW JERSEY DEPARTMENT OF THE TREASURY

 

 

 

DIVISION OF TAXATION

 

 

 

NEXUSAUDIT GROUP

 

 

 

PO BOX 269, TRENTON, NJ 08695-0269

 

 

 

NEXUS QUESTIONNAIRE

 

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__________________________________________________________________________________________________________________

Legal Name

__________________________________________________________________________________________________________________

Business or Trade Name

__________________________________________________________________________________________________________________

 

Federal Employer ID Number (FEIN)

New Jersey State Corporation Number

Fiscal Year End

 

 

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Address

______________________________________________________________________________________________

 

City, State, Zip

______________________________________________________________________________________________

 

WebAddress

______________________________________________________________________________________________

 

Contact Person

______________________________________________________________________________________________

 

EmailAddress

______________________________________________________________________________________________

 

Telephone

______________________________________ FAX

_____________________________________________

 

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State of Corporation ___________________________________________

 

 

 

 

 

 

 

 

 

 

 

Date of Corporation____________________________________________

 

 

 

 

 

 

 

 

 

 

 

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List all Partners, FEIN or Social Security Number, and addresses on a separate attachment.

 

 

 

 

 

 

 

 

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List Owner Name and SSN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Name ____________________________________________________

SSN_________________________________________

 

 

 

 

 

 

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List type (e.g. LLC, LLP, Single Member) ______________________________________

 

 

 

 

 

 

 

 

a.) Indicate which form you file with the IRS (e.g. 1120, 1065)

______________________________________

 

 

 

 

 

 

 

 

b.) If you file Form 1065, list all members with FID or SSN and address on a separate attachment.

 

 

 

 

 

c.) If you are a Disregarded Entity, list the owner or owners with FEIN or SSN and addresses on a separate attachment.

 

 

 

 

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Please attach IRS documentation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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________________________________________________________________________________________________________

________________________________________________________________________________________________________

________________________________________________________________________________________________________

________________________________________________________________________________________________________

Page 1 of 5

Name:FEIN:

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YES. Please state the names and address of all agents, independent representatives, sub-contractors, third parties, etc. who worked on your behalf in New Jersey, on a separate attachment.

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Street ______________________________________________________________________________________________________________

City, State and Zip ____________________________________________________________________________________________________

Contact Person and Phone Number ______________________________________________________________________________________

If the books and records are located in New Jersey, please provide the date that the location was established. _______________________

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Street ______________________________________________________________________________________________________________

City, State, Zip ______________________________________________________________________________________________________

Contact Person and Phone Number ______________________________________________________________________________________

If located in New Jersey, please provide the date that the location was established. _____________________________________________

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YES; Please provide the complete name and address of each related company, the manner in which it is related and the type of business conducted in New Jersey. Also, if this entity has or had at any time, any activity at any related company’s New Jersey address, please de scribe, in detail, any inter-company transactions. Please provide the information on a separate attachment.

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YES; Please provide the name and address of each partnership or LLC and all partners on a separate attachment. Also indicate the date that this entity became a partner, and when the partnership or LLC commenced business in or began deriving income from New Jersey.

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Active

Dormant, Inactive

Dissolved (Attach Certificate of Dissolution)

Non Survivor of Merger (Please provide the following information on a separate attachment: date of merger, name, address and FEIN of

surviving entity.)

Other (Please provide details on separate attachment)

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Page 2 of 5

Name:FEIN:

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a. Federal BusinessActivity Code: _______________________________________________________________________________________

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a. Do any business or conduct any type of activity in New Jersey?

b. Derive any type of income from sources located in New Jersey (sales

receipts, fees for services, franchise fees, royalties, licensing fees, management fees)? Specify type:__________________________________________________________

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c. Have employees, officers, agents and/or independent representatives working

 

 

 

 

c

in New Jersey on behalf of the company?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d. Solicit sales in New Jersey?

 

 

 

 

 

 

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If yes, check any that apply:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For tangible personal property

 

 

By in-state employees, agents, reps., etc.

 

 

 

 

 

 

 

 

 

 

For intangible property

 

By mail, phone, publication, internet, etc.

 

 

 

 

For services

 

Other. Explain on a separate attachment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

e. Sell any type of goods, property or services to customers located in New Jersey? if yes, check all that apply:

Tangible personal property to resellers

Tangible personal property to customers

Services performed in New Jersey.

Services performed outside New Jersey.

f. Does the business have employees, representatives, related entities, agents or independent contractors who perform the following activities in New Jersey:

Make repairs or provide maintenance, service or replace faulty or damaged goods Collect current or delinquent accounts.

Investigate credit worthiness.

Install, supervise or inspect installation.

Conduct training.

Give technical assistance.

Resolve customer complaints and credit disputes.

Approve or accept customer orders.

Repossess property or accept sale returns.

Secure deposits on sales.

Pick up or replace damaged or returned property.

Hire or train personnel.

Use agency stock checks.

Have a display at a New Jersey location in excess of 14 days.

Carry samples for sale or exchange.

Have goods on consignment.

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Page 3 of 5

Name:FEIN:

Y

Y “X”

g.Lease tangible property to others for use in New Jersey? (If yes, attach a copy of the lease agreement)

h. License the use of any type of intangible right from which royalties, licensing fees, etc., are derived from the use of these rights in New Jersey. (software licenses, trademarks, etc.)?

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i.Perform any type of service in New Jersey (other than for solicitation of sales) such as constructing, erecting, installing, repairing, consulting, training, conducting seminars or meetings, credit investigations by employees, agents, subcontractors, and/or independent representatives?

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j.Provide any technical assistance or expertise in New Jersey by employees agents, subcontractors, and/or independent representatives?

k.Perform any detail work by employees, agents, representatives and/or subcontractor, such as taking inventory, stocking shelves, maintaining displays, arranging delivery, etc.?

j

k

l. Carry goods, merchandise, inventory, etc., into New Jersey for sale to customers in New Jersey?

m. Performs any of the following in New Jersey: Make deliveries, pick-up and/or replacement of goods?

With Common Carriers (submit name and address)

 

With company owned vehicles

 

 

 

With Contract Carriers (submit name and address

n. Provide any type of maintenance program which is performed in New Jersey by either this entity of a hired independent contractor?

o. Have employees, independent contractors, and/or other representatives with in-home office in New Jersey for which they are reimbursed for expenses other than telephone or travel?

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p.Have the use of any office or any type of facility in New Jersey (whether owned or leased)?

q.Have the use of any property located in New Jersey (whether owned or leased)?

r.Have a telephone listing in New Jersey? If yes, provide phone number and address. ____________________________________________

_______________________________________________________

s.Own or lease equipment or vehicles registered in New Jersey, which are provided to employees, agents, representatives, subcontractors, and/or independent contractors. If “yes”, please provide full details on separate attachment.

t.Have any type of property located in New Jersey (whether owned, leased or rented, real estate, consignments, inventory, computer servers, merchandise, display racks etc.)?

u.Collect and/or remit New Jersey Gross Income Tax withholding from employees at any time?

v.Collect and/or remit New Jersey Sales Tax at any time?

w.Does the business enter into agreements with representatives in New Jersey who refers customers to the business by a link on an internet website or otherwise?

x.Does the business receive income such as interest, fees or annual charges on

any loans, credit cards, mortgages, etc. from New Jersey residents?

y.Does the business make personal loans, car loans, or mortgages to New Jersey residents?

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Page 4 of 5

Name:FEIN:

z.Does the business purchase or sell mortgage loans secured by real estate in New Jersey?

aa. Did the business at anytime participate as an exhibitor at a trade show or take orders at a trade show in New Jersey?

bb. Is the business related to a company utilizing intangible assets in New Jersey?

cc. Does the business own, lease or maintain in-state facilities such as a warehouse or answering service?

dd. Does the business perform construction contracts in New Jersey?

ee. Does the business perform as a subcontractor in New Jersey?

ff. Has the business ever executed contracts in New Jersey?

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New Jersey Division of Taxation

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NexusAudit Group

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PO Box 269

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Trenton, NJ 08695-0269

 

 

Date

_________________________________

PHONE: 609-984-5749

 

 

Print Name

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Signature _________________________________

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Page 5 of 5

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new jersey department of treasury division of taxation nexus questionnaire conclusion process shown (step 1)

2. Immediately after the first section is filled out, proceed to enter the relevant information in all these: Type of Business Entity check one, Corporation, State of Corporation, Date of Corporation, Partnership, List all Partners FEIN or Social, Proprietorship, List Owner Name and SSN, Owner Name, SSN, Limited Liability, List type eg LLC LLP Single Member, a Indicate which form you file, b If you file Form list all, and c If you are a Disregarded Entity.

How to prepare new jersey department of treasury division of taxation nexus questionnaire part 2

3. Completing Name, FEIN, Did your business currently or at, YES Please state the names and, worked on your behalf in New, Provide the address where the, Street, City State and Zip, Contact Person and Phone Number, If the books and records are, Provide the address where the, Street, City State Zip, Contact Person and Phone Number, and If located in New Jersey please is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

new jersey department of treasury division of taxation nexus questionnaire completion process outlined (step 3)

4. You're ready to complete this next portion! Here you will get these YES Please provide the complete, conducted in New Jersey Also if, scribe in detail any intercompany, Is this entity a partner in a, YES Please provide the name and, indicate the date that this entity, deriving income from New Jersey, Status of Business, Active, Dormant Inactive, Dissolved Attach Certificate of, Non Survivor of Merger Please, surviving entity, Other Please provide details on, and Total gross revenue for past fields to fill in.

Writing section 4 in new jersey department of treasury division of taxation nexus questionnaire

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5. The pdf has to be finalized by filling out this area. Here there's a comprehensive listing of fields that require specific details for your document usage to be faultless: Tax Year Gross Revenue Tax Year, Tax Year Gross Revenue Tax Year, Total gross revenue from New, Tax Year NJ Revenue Tax Year NJ, Tax Year NJ Revenue Tax Year NJ, and Page of.

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