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Texas Franchise Tax Report Forms for 2014


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Texas Franchise Tax Report Information and Instructions

2014 Report Instructions

No Tax Due
A passive entity as defined in Texas Tax Code Section 171.0003; an entity that has total annualized revenue less than or equal to the no tax due threshold*; an entity that has zero Texas gross receipts; or an entity that is a Real Estate Investment Trust (REIT) meeting the qualifications specified in Texas Tax Code Section 171.0002(c)(4) can file a No Tax Due Report. - more information

  • 05-163 No Tax Due Information Report (ANNUAL or FINAL)
  • 05-102 Public Information Report (ANNUAL)
  • 05-167 Ownership Information Report (ANNUAL)
  • 05-166 Affiliate Schedule (for combined groups) (ANNUAL or FINAL)
  • 05-175 Tiered Partnership Report (required for tiered partnerships only) (ANNUAL or FINAL)
  • 05-177 Common Owner Information Report (ANNUAL or FINAL)
  • Initial Report Forms for taxable entities that began doing business in Texas before October 4, 2009

EZ Computation
An entity, including a combined group, can file using the E-Z Computation if it has annualized total revenue of $10 million or less. - more information

  • 05-169 EZ Computation Report (ANNUAL or FINAL)
  • 05-102 Public Information Report (ANNUAL)
  • 05-167 Ownership Information Report (ANNUAL)
  • 05-170 Payment Form (ANNUAL or FINAL)
  • 05-166 Affiliate Schedule (for combined groups) (ANNUAL or FINAL)
  • 05-175 Tiered Partnership Report (required for tiered partnerships only) (ANNUAL or FINAL)
  • 05-177 Common Owner Information Report (ANNUAL or FINAL)
  • Initial Report Forms for taxable entities that began doing business in Texas before October 4, 2009

Long Form
Any entity that does not elect to file using the E-Z Computation, or that does not qualify to file a No Tax Due Information Report, should file the Long Form report. - more information

  • 05-158-A and 05-158-B Franchise Tax Report Pages 1 and 2 (ANNUAL or FINAL)
  • 05-160 Credits Summary Schedule (ANNUAL or FINAL)
  • 05-102 Public Information Report (ANNUAL)
  • 05-167 Ownership Information Report (ANNUAL)
  • 05-170 Payment Form (ANNUAL or FINAL)
  • 05-166 Affiliate Schedule (for combined groups) (ANNUAL or FINAL)
  • 05-175 Tiered Partnership Report (required for tiered partnerships only) (ANNUAL or FINAL)
  • 05-177 Common Owner Information Report (ANNUAL or FINAL)
  • 05-178 Research and Development Activities Credits Schedule (ANNUAL or FINAL)
  • Initial Report Forms for taxable entities that began doing business in Texas before October 4, 2009

Extension
An extension of time to file a franchise tax report will be tentatively granted upon receipt of a timely request on a form provided by the Comptroller. Timely means the request is received or postmarked on or before the due date of the original report. - more information

  • 05-164 Extension Request (ANNUAL or FINAL)
  • 05-165 Extension Affiliate List (for combined groups) (ANNUAL or FINAL)

Questionnaires for Franchise Tax Accountability
  • AP-114 Texas Nexus Questionnaire (for these non-Texas entities: corporations, limited liability companies, partnerships, associations, joint ventures, holding companies, joint stock companies and railroad companies)
  • AP-231 Texas Trust Questionnaire
  • AP-223 Bank Nexus Questionnaire (for these Texas entities: Savings and Loans, State Banks, Federal Banks, Savings Banks and Foreign Country Banks)
  • AP-224 Texas Business Questionnaire (for partnerships, associations, trusts, joint ventures, joint stock companies and railroad companies)

Staff Leasing Company Report (to submit to client companies)
Status Change or Closing or Reinstating a Business
Forms for Franchise Tax for Reports Due Before Jan. 1, 2008
See Texas Franchise Tax Reports for Prior Years.

If you are using Texas Franchise Tax forms provided by another source, check our list of currently approved providers for substitute forms.



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