Texas Form 05 169 PDF Details

The Texas 05 169 form, officially known as the Texas Franchise Tax EZ Computation Report, serves a crucial role for businesses operating within the state. It is designed for entities that have annualized total revenue of $20 million or less, streamlining the process of calculating and reporting franchise taxes to the state. The form, under Tcode 13252, requires comprehensive financial details from businesses, including gross receipts or sales, dividends, interest, and other income types, with detailed instructions for adjustments like the Tiered Partnership Election. Additionally, it dictates specific annual due dates for submission, accommodating various accounting periods by asking for the beginning and end dates. Critical for both in-state and out-of-state businesses, the form also mandates the disclosure of gross receipts in Texas versus globally, using these figures to compute the apportioned revenue and ultimately the tax due. Notably, the form considers discounts for certain report years and expressly mentions the threshold below which tax payment is not required, emphasizing its user-friendly approach to smaller businesses. Tailored instructions guide entities through each section, ensuring compliance and accuracy in reporting, and setting a clear directive for entities seeking to fulfill their franchise tax obligations in Texas.

QuestionAnswer
Form NameTexas Form 05 169
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
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05-169

 

 

 

 

 

 

Texas Franchise Tax EZ Computation Report

 

 

 

 

 

 

 

 

(Rev.9-16/8)

 

 

 

Annualized total revenue must be $20,000,000 or less to file this form

 

 

 

 

 

 

 

 

 

 

Tcode 13252

Annual

 

 

 

 

 

 

 

 

 

 

 

Due date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Taxpayer number

 

 

 

 

 

 

 

 

Report year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Taxpayer name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Secretary of State file number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

or Comptroller file number

Mailing address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

State

 

Country

ZIP code plus 4

 

Blacken circle if the

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

address has changed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Blacken circle if this is a combined report

 

 

 

Blacken circle if Total Revenue is adjusted for

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tiered Partnership Election, see instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Is this entity a corporation, limited liability company, professional association, limited partnership or financial institution?

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

m m d d y

Accounting year begin date **

y

m m d d y y

NAICS code

Accounting year end date

REVENUE (Whole dollars only, items 1 -12)

 

 

1.

Gross receipts or sales

1.

 

 

2.

Dividends

2.

 

 

3.

Interest

3.

 

 

4.

Rents (can be negative amount)

4.

 

 

5.

Royalties

5.

 

 

6.

Gains/losses (can be negative amount)

6.

 

 

7.

Other income (can be negative amount)

7.

 

 

8.

Total gross revenue (Add items 1 thru 7)

8.

 

 

9.

Exclusions from gross revenue (see instructions)

9.

 

 

 

10.

TOTAL REVENUE (item 8 minus item 9 if less than zero, enter 0)

10.

 

 

11.

Gross receipts in Texas

11.

 

 

12.

Gross receipts everywhere

12.

 

 

13.Apportionment factor (Divide item 11 by item 12) (Round to 4 decimal places)

14.Apportioned revenue (Multiply item 10 by item 13) (Dollars and cents)

15.Tax due before discount (Multiply item 14 by 0.00331) (Dollars and cents)

16.Discount (see instructions, applicable to report years 2008 and 2009)

17.TOTAL TAX DUE (item 15 minus item 16) (Do not include payment if this amount is less than $1,000)

13.

14.

15.

16.

17.

00

00

00

00

00

00

00

00

00

00

00

00

Do not include payment if item 17 is less than $1,000 or if annualized total revenue is less than the no tax due threshold (see instructions).

If the entity makes a tiered partnership election, ANY amount in item 17 is due. Complete Form 05-170 if making a payment.

Print or type name

Area code and phone number

 

 

(

)

-

 

 

 

 

 

I declare that the information in this document and any attachments is true and correct to the best of my knowledge and belief.

 

 

Mail original to:

 

 

 

Texas Comptroller of Public Accounts

 

Date

 

 

 

 

P.O. Box 149348

 

 

 

 

 

 

 

 

Austin, TX 78714-9348

 

 

 

 

 

Instructions for each report year are online at www.comptroller.texas.gov/taxes/franchise/forms/. If you have any questions, call 1-800-252-1381.

** If not 12 months, see instructions for annualized revenue.

VE/DE

PM Date

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1. The Texas Form 05 169 requires particular details to be entered. Ensure that the next blank fields are completed:

Texas Form 05 169 writing process described (portion 1)

2. Right after this section is completed, go to type in the applicable details in all these - TOTAL REVENUE item minus item, Gross receipts in Texas, Gross receipts everywhere, Apportionment factor Divide item, Apportioned revenue Multiply item, Tax due before discount Multiply, Discount see instructions, TOTAL TAX DUE item minus item, Do not include payment if item is, If the entity makes a tiered, Print or type name, Area code and phone number, I declare that the information in, Mail original to, and Date.

The right way to fill in Texas Form 05 169 portion 2

Always be very mindful when filling out TOTAL TAX DUE item minus item and TOTAL REVENUE item minus item, since this is where a lot of people make a few mistakes.

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