Blank Texas 05 158 A PDF Form Get Texas 05 158 A Here

Blank Texas 05 158 A PDF Form

The Texas 05 158 A form is an important document used to report franchise taxes for businesses operating in Texas. This form provides a comprehensive overview of a company's financial activities, including gross revenue, costs of goods sold, and compensation. Accurate completion of this form is essential for compliance with state tax laws and to ensure that businesses meet their annual filing requirements.

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The Texas 05 158 A form is a crucial document for businesses operating within the state, serving as the annual Franchise Tax Report. This form captures essential financial information, including gross revenue, cost of goods sold, and compensation details. When completing the form, entities must report their total revenue, which includes various income sources such as sales, dividends, and rents. Additionally, businesses need to account for exclusions from gross revenue and calculate their taxable margin based on specific criteria. The form also requires details on apportionment factors, which determine how much of the revenue is attributable to Texas. Taxpayers must pay close attention to the due date, as timely submission is vital to avoid penalties. Overall, understanding the nuances of the Texas 05 158 A form is essential for compliance and accurate tax reporting, making it a key component of business operations in Texas.

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05-158-A

(Rev..9-16/9)

Texas Franchise Tax Report - Page 1

Tcode

13250 Annual

FILING REQUIREMENTS

 

Taxpayer number

Report year

Due date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

0

 

2

 

1

 

 

 

06/15/2021

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Taxpayer name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Secretary of State le number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

or Comptroller le 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 nancial institution?

 

Yes

 

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

** If not twelve months, see instructions for annualized revenue

 

 

 

 

m

m

d

 

d

 

y

y

SIC code

 

 

 

NAICS code

 

 

 

 

 

 

m m

d

d

y

 

 

y

 

 

 

 

 

 

 

 

 

Accounting year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Accounting year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

begin date**

 

 

 

 

 

 

 

 

 

 

 

 

 

 

end date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

REVENUE (Whole dollars only)

 

 

 

 

 

 

 

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

10.

 

 

 

 

 

 

less than zero, enter 0)

 

 

 

 

 

 

 

 

 

 

 

 

COST OF GOODS SOLD (Whole dollars only)

 

 

 

 

 

 

 

11.

Cost of goods sold

 

11.

 

 

 

 

 

 

 

 

 

 

 

 

 

12.

Indirect or administrative overhead costs

12.

 

 

 

 

 

 

 

 

 

 

 

 

 

(Limited to 4%)

 

13.

 

 

 

 

 

 

13.

Other (see instructions)

 

 

 

 

 

 

 

 

 

 

 

 

14.

TOTAL COST OF GOODS SOLD (Add items 11 thru 13)14.

 

 

 

 

 

 

 

 

 

 

COMPENSATION (Whole dollars only)

 

 

 

 

 

 

 

15.

Wages and cash compensation

15.

 

 

 

 

 

 

 

 

 

 

 

 

16.

Employee benefits

 

16.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17.

Other (see instructions)

17.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18.

TOTAL COMPENSATION (Add items 15 thru 17)

18.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PROCEED TO NEXT PAGE

VE/DE

PM Date

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

Page 1 of 2

05--158--BB (Rev..909-16/9)- /09)

Tcode 13251 Annual

Texas Franchise Tax Report - Page 2

Taxpayer number

 

Report year

Due date

Taxpayer name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

 

0

 

 

2

 

 

1

 

 

06/15/2021

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MARGIN (Whole dollars only)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

19.

70% revenue (item 10 x .70)

19.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

20.

Revenue less COGS (item 10 - item 14)

20.

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21.

Revenue less compensation (item 10 - item 18)

21.

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22.

Revenue less $1 million (item 10 - $1,000,000)

22.

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

23.

MARGIN (see instructions)

23.

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

APPORTIONMENT FACTOR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24.

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

24.

Gross receipts in Texas (Whole dollars only)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

25.

Gross receipts everywhere (Whole dollars only)

25.

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

26.

APPORTIONMENT FACTOR (Divide item 24 by item 25, round to 4 decimal places)

 

 

 

 

 

 

26.

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TAXABLE MARGIN (Whole dollars only)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

27.

Apportioned margin (Multiply item 23 by item 26)

27.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

28.

Allowable deductions (see instructions)

28.

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

29.

TAXABLE MARGIN (item 27 minus item 28)

29.

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TAX DUE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

X

X X

 

 

 

.

 

 

 

 

 

 

 

 

 

30.

Tax rate (see instructions for determining the appropriate tax rate)

 

 

 

 

 

 

 

 

 

30.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

31.

Tax due (Multiply item 29 by the tax rate in item 30) (Dollars and cents) 31.

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TAX ADJUSTMENTS (Dollars and cents) (Do not include prior payments)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

 

 

32.

Tax credits (item 23 from Form 05-160)

 

 

 

 

 

 

 

32.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

33.

Tax due before discount (item 31 minus item 32)

 

 

 

 

 

 

 

33.

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

34.

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

34.

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL TAX DUE (Dollars and cents)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

,

 

 

,

 

 

 

,

 

 

.

 

 

35.

TOTAL TAX DUE (item 33 minus item 34)

 

 

 

 

 

 

 

35.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do not include payment if item 35 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 35 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.

RETURN TO PAGE 1

VE/DE

PM Date

Page 2 of 2

Document Specs

Fact Name Details
Form Purpose The Texas 05-158-A form is used for filing the Texas Franchise Tax Report.
Governing Law This form is governed by the Texas Tax Code, specifically Chapter 171.
Filing Frequency Entities must file this report annually, typically by May 15th or June 15th depending on the entity type.
Report Year The report year is indicated on the form, which is essential for tax calculations.
Taxpayer Identification Each entity must provide a unique taxpayer number to identify itself for tax purposes.
Revenue Reporting Entities report various types of revenue, including gross receipts, dividends, and interest.
Cost of Goods Sold The form allows entities to deduct costs related to goods sold, which can impact taxable income.
Margin Calculation Entities must calculate their margin, which is used to determine tax liability.
Tax Due Calculation The total tax due is calculated based on the taxable margin and applicable tax rates.
Submission Instructions Completed forms must be mailed to the Texas Comptroller of Public Accounts by the due date.
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