CCH Axcess Tax

Form 05-166 – Affiliate Schedule

Notes:

Form 05-166 is produced when Texas > Franchise Tax > Affiliate Member Information worksheet is not blank and "Combined Report" box is marked "Y". (Texas > General > Combined report check box = {Y})
We've automatically pulled the "Reporting entity" to put on Form 05-166 as the first occurrence. Affiliate member may enter any other sequence number must NOT start with a "999999".
To override the "reporting entity section" on this form, use the overrides on Texas > Franchise Tax Income and Adjustments (Combined or Parent Amounts). The override using "999999" is no longer applicable.

Government Form		CCH Axcess Input
		Worksheet	Section	Field
Amended		Texas > General	Franchise Tax General, Other Information and Mailing Address	Amended return
Notes: The Comptroller is providing Tcodes for taxpayers who file an amended report on the 2020 paper forms only. These Tcodes for amended reports cannot be used on forms from previously approved vendor forms or in the XML file. Taxpayers can use the 2020 paper forms to file an amended report for report years 2008 - 2021.
T code	Bank - 16233 (Initial) - Not applicable for report years after 2010 Bank - 16253 (Annual) Bank - 16263 (Annual Amended) Bank - 16273 (Final) Bank - 16283 (Final Amended)
T code	Franchise - 13233 (Initial) - Not applicable for report years after 2010 Franchise - 13253 (Annual) Franchise - 13263 (Annual Amended) Franchise - 13273 (Final) Franchise - 13283 (Final Amended)
T code label	Initial, Annual, or Final OR Annual/Final Amended
Reporting entity taxpayer number		General > Basic Data	General	Return Identification > Employer Identification Number
	OR
		Texas > General	Franchise Tax 1065 Information	Taxpayer ID number - Override
Report year	'2021'
	OR
		Texas > General > Basic Data	General	Beginning/Ending Fiscal Year Dates
	OR
		Texas > General	Franchise Tax General, Other Information and Mailing Address	Beginning/Ending dates of Accounting Period - Override
Reporting entity Taxpayer name		General > Basic Data	General	Partnership name
	OR
		Texas > General	Franchise Tax General, Other Information and Mailing Address	Taxpayer Name
Reporting entity for Affiliate information
1. Legal name of affiliate	Pulls from Form 05-158-A Name
2. Affiliate taxpayer number	Pulls from Form 05-158-A Taxpayer number
3. Affiliate NAICS code	Pulls from Form 05-158-A NAICS code
4. Check box if this is a disregard entity		Texas > General	Franchise Tax General, Other Information and Mailing Address	Check if Disregarded Entity
5. Check box if this affiliate does NOT have NEXUS in Texas		Texas > General	Franchise Tax General, Other Information and Mailing Address	Check if No Nexus in Texas
6. Affiliate reporting begin date	Pulls from Form 05-158-A Beginning date
7. Affiliate reporting end date	Pulls from Form 05-158-A Ending date
8. Gross receipts subject to throwback in other states		Texas > Franchise Tax Income and Deductions, Adjustments and Credits	Franchise Tax Income and Deductions and Adjustments	Gross Receipts Subject to Throwback in Other States
9. Gross receipts everywhere	Pulls from Form 05-158-A Gross receipts everywhere
	OR
		Texas > Franchise Tax Income and Deductions, Adjustments and Credits	Franchise Tax Income and Deductions and Adjustments	Gross Receipts Everywhere - override
10. Gross receipts in Texas	Pulls from Form 05-158-A Gross receipts in Texas
	OR
		Texas > Franchise Tax Income and Deductions, Adjustments and Credits	Franchise Tax Income and Deductions and Adjustments	Gross Receipts in Texas - override
11. Cost of good sold	Pulls from Form 05-158-A Cost of good sold
	OR
		Texas > Franchise Tax Income and Deductions, Adjustments and Credits	Franchise Tax Income and Deductions and Adjustments	Cost of Goods Sold
	OR
	Pulls from Form 05-158-A Compensation

11. Compensation	OR
		Texas > Franchise Tax Income and Deductions, Adjustments and Credits	Franchise Tax Income and Deductions and Adjustments	Wages and Cash Compensation
Affiliate information
1. Legal name of affiliate		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	Name of Affiliate or if using Combined Automated Feature then information will pull from affiliate company
2. Affiliate taxpayer number		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	Taxpayer Number or if using Combined Automated Feature then information will pull from affiliate company
3. Affiliate NAICS code		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	NAICS CODE or if using Combined Automated Feature then information will pull from affiliate company
4. Check box if this is a disregard entity		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	Disregarded Entity or if using Combined Automated Feature then information will pull from affiliate company
5. Check box if this affiliate does NOT have NEXUS in Texas		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	No Nexus in Texas or if using Combined Automated Feature then information will pull from affiliate company
6. Affiliate reporting begin date		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	Reporting Beginning date or if using Combined Automated Feature then information will pull from affiliate company
7. Affiliate reporting end date		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	Reporting End Date or if using Combined Automated Feature then information will pull from affiliate
8. Gross receipts subject to throwback in other states		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	Gross Receipt Subject to Throwback or if using Combined Automated Feature then information will pull from affiliate company
9. Gross receipts everywhere		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	Gross Receipt Everywhere or if using Combined Automated Feature then information will pull from affiliate company
10. Gross receipts in Texas		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	Gross Receipt in Texas or if using Combined Automated Feature then information will pull from affiliate company
11. Cost of goods sold or compensation		Texas > Combined Report > Affiliate member Information	Affiliates Combined Reports > Detail > Affiliates Combined Reports	COGS or Compensation or if using Combined Automated Feature then information will pull from affiliate company

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