Blank Texas 05 169 PDF Form Get Texas 05 169 Here

Blank Texas 05 169 PDF Form

The Texas 05-169 form is an essential document used by businesses to report their franchise tax in Texas. Designed for entities with annualized total revenue of $20 million or less, this form simplifies the tax filing process. Understanding its requirements and implications can help ensure compliance and avoid potential penalties.

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The Texas 05-169 form, known as the Franchise Tax EZ Computation Report, serves as an essential tool for businesses operating within Texas. Designed for entities with annualized total revenue of $20 million or less, this form streamlines the reporting process for franchise taxes. It collects crucial information such as the taxpayer's identification details, including their name, address, and relevant file numbers. The form requires the reporting of various revenue sources, including gross receipts, dividends, and interest, among others. Taxpayers must also indicate if their address has changed or if they are filing a combined report. Additionally, the form addresses the apportionment of revenue, allowing businesses to calculate their tax obligations based on their gross receipts in Texas versus their total gross receipts. It is important to note that if the calculated tax due is less than $1,000, no payment is required. However, entities making a tiered partnership election must remit any amount due. Comprehensive instructions for completing the form are available online, ensuring that taxpayers have the resources they need to navigate this process effectively.

Texas 05 169 Preview

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

Document Specs

Fact Name Fact Description
Form Purpose The Texas 05-169 form is used for the Franchise Tax EZ Computation Report.
Revenue Threshold To file this form, the annualized total revenue must be $20,000,000 or less.
Filing Deadline The form is due annually, with specific deadlines based on the taxpayer's accounting year.
Taxpayer Information Taxpayers must provide their taxpayer number, name, and Secretary of State or Comptroller file number.
Address Verification Taxpayers can indicate if their mailing address has changed by blackening the appropriate circle.
Combined Reporting Entities filing a combined report must also indicate this by marking the designated circle.
Revenue Breakdown Taxpayers report various types of revenue, including gross receipts, dividends, and rents.
Exclusions from Revenue Taxpayers can exclude certain amounts from gross revenue, as specified in the instructions.
Apportionment Factor The apportionment factor is calculated by dividing gross receipts in Texas by total gross receipts everywhere.
Governing Law The Texas Franchise Tax is governed by Title 2, Chapter 171 of the Texas Tax Code.
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