Texas Franchise Tax Report Forms for 2020

The law requires all No Tax Due Reports originally due after Jan. 1, 2016 to be filed electronically.

For the 2020 report year, 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 of $1,180,000; an entity that has zero Texas gross receipts; an entity that is a Real Estate Investment Trust (REIT) meeting the qualifications specified in Texas Tax Code Section 171.0002(c)(4); or an entity that is a pre-qualified new veteran-owned business as defined in Texas Tax Code Section 171.0005 can file a No Tax Due Report.

• 05-163, No Tax Due Report - ANNUAL (PDF) or FINAL (PDF)
• 05-102, Public Information Report - ANNUAL (PDF)
• 05-167, Ownership Information Report - ANNUAL (PDF)
• 05-166, Affiliate Schedule (for combined groups) - ANNUAL (PDF) or FINAL (PDF)
• 05-175, Tiered Partnership Report (required for tiered partnerships only) - ANNUAL (PDF) or FINAL (PDF)
• 05-177, Common Owner Information Report (required for combined groups only) - ANNUAL (PDF) or FINAL (PDF)

For the 2020 report year, an entity, including a combined group, can file using the EZ Computation if it has annualized total revenue of $20 million or less.

• 05-169, EZ Computation Report - ANNUAL (PDF) or FINAL (PDF)
• 05-102, Public Information Report - ANNUAL (PDF)
• 05-167, Ownership Information Report - ANNUAL (PDF)
• 05-170, Payment Form - ANNUAL (PDF) or FINAL (PDF)
• 05-166, Affiliate Schedule (for combined groups) - ANNUAL (PDF) or FINAL (PDF)
• 05-175, Tiered Partnership Report (required for tiered partnerships only) - ANNUAL (PDF) or FINAL (PDF)
• 05-177, Common Owner Information Report (required for combined groups only) - ANNUAL (PDF) or FINAL (PDF)

Long Form

Any entity that does not elect to file using the EZ Computation, or that does not qualify to file a No Tax Due Report, should file the Long Form report.

• 05-158-A and 05-158-B, Franchise Tax Report (pages 1 and 2) - ANNUAL (PDF) or FINAL (PDF)
• 05-160, Credits Summary Schedule - ANNUAL (PDF) or FINAL (PDF)
• 05-102, Public Information Report - ANNUAL (PDF)
• 05-167, Ownership Information Report - ANNUAL (PDF)
• 05-170, Payment Form - ANNUAL (PDF) or FINAL (PDF)
• 05-166, Affiliate Schedule (for combined groups) - ANNUAL (PDF) or FINAL (PDF)
• 05-175, Tiered Partnership Report (required for tiered partnerships only) - ANNUAL (PDF) or FINAL (PDF)
• 05-177, Common Owner Information Report (required for combined groups only) - ANNUAL (PDF) or FINAL (PDF)
• 05-178, Research and Development Activities Credits Schedule - ANNUAL (PDF) or FINAL (PDF)
• 05-180, Historic Structure Credit Supplement for Credit Claimed on Report - ANNUAL (PDF) or FINAL (PDF)

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.

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

Any taxable entity that owes any amount of franchise tax where the tax was not remitted electronically is required to submit the payment form with a check or money order made payable to the Texas Comptroller. Please put the reporting entity’s Texas taxpayer number and the report year on the check.

• 05-170, Payment Form - ANNUAL (PDF) or FINAL (PDF)

• AP-114, Texas Nexus Questionnaire (PDF) (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 (PDF)
• AP-223, Bank Nexus Questionnaire (PDF) (for these entities: Savings and Loans, State Banks, Federal Banks, Savings Banks and Foreign Country Banks)
• AP-224, Texas Business Questionnaire (PDF) (for these Texas entities: partnerships, associations, trusts, joint ventures, joint stock companies and railroad companies)

• 05-176, Professional Employer Organization Report / Temporary Employment Service Report (PDF)

• AP-235, Historic Structure Credit Registration (PDF)
• 05-179, Sale, Assignment or Allocation of Historic Structure Credit (PDF)

• 05-359, Request for Certificate of Account Status(PDF)
• 05-391, Tax Clearance Letter Request for Reinstatement (PDF)