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Understanding Texas Franchise Tax forms

SOLVEDby IntuitProConnect Tax11Updated July 14, 2022

How do I determine which forms to file?

 

Not all of the below forms are available in the program. If you don't see a form listed, qualifying taxpayers can file online with WebFile—24 hours a day, 7 days a week.

No Tax Due

  • 05-163 No Tax Due Information Report
  • 05-102 Public Information Report (required for all Corporations, Limited Liability Companies and Banking Institutions)
  • 05-167 Ownership Information Report (required for all entities that are not required to file a Public Information Report)
  • 05-166, Affiliate Schedule (for combined groups)
  • 05-175 Tiered Partnership Report (required for tiered partnerships only)
  • 05-177, Common Owner Information Report

EZ Computation

  • 05-169 EZ Computation Report
  • 05-102 Public Information Report (required for all Corporations, Limited Liability Companies and Banking Institutions)
  • 05-167 Ownership Information Report (required for all entities that are not required to file a Public Information Report)
  • 05-170 Payment Form
  • 05-166 Affiliate Schedule (required for combined groups)
  • 05-175 Tiered Partnership Report (required for tiered partnerships only)
  • 05-177, Common Owner Information Report

Long Form

  • 05-158a Franchise Tax Report Page 1
  • 05-158b Franchise Tax Report Page 2
  • 05-160 Credits Summary Schedule
  • 05-102 Public Information Report (required for all Corporations, Limited Liability Companies and Banking Institutions)
  • 05-167 Ownership Information Report (required for all entities that are not required to file a Public Information Report)
  • 05-170 Payment Form
  • 05-166 Affiliate Schedule (required for combined groups)
  • 05-175 Tiered Partnership Report (required for tiered partnerships only)
  • 05-177, Common Owner Information Report
  • 05-178, Research and Development Activities Credits Schedule
  • 05-180, Historic Structure Credit Supplement for Credit Claimed on Report

Questionnaires for Franchise Tax Accountability

  • AP-114 Texas Nexus Questionnaire (for these non-Texas entities: corporations, limited liability companies, partnerships, associations, trusts, 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 these Texas entities: partnerships, associations, trusts, joint ventures, joint stock companies and railroad companies)

Status Change or Closing or Reinstating a Business

  • 05-359 Request for Certificate of Account Status
  • 05-391 Tax Clearance Letter Request for Reinstatement of Tax Forfeitures

Additional forms available individually for download

  • 05-165 Extension Affiliate List (for combined groups)

How do I generate the Texas Franchise Tax forms in the program?

Refer to one of the following articles for instructions on generating the Texas Franchise Tax forms in the applicable program:

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