CCH Axcess Tax

Form 05-102 - Texas Franchise Tax Public Information Report

Notes:

TX Form 05-102 is produced if the home state code on the federal General category, Basic Data worksheet, General section is ‘TX’ AND there are officers/directors listed on federal Income/Deductions category > Business worksheet > Compensation of Officers section. It is also produced if information is entered in Texas Public Information Report category.
This form will not be produced under these conditions:
- The return is passive
- The return has no nexus in TX

Government Form		CCH Axcess Input
		Worksheet	Section	Field
T Code	13196 is the default unless input is on:
T Code		Texas > General	Basic Data	Type: Bank(1), Savings and Loan (2) Then 16196 is printed
Report year	Current Year
	OR
	Calculated from
		General > Basic Data	General	Fiscal year dates
	OR
		Texas > General	Basic Data	Beginning and Ending dates of accounting period - Override
Taxpayer ID number		Common State > State/City Common Data	General Information	License/sales number
Taxpayer ID number		General > Basic Data	General	Employer identification number
Charter/COA number		Common State > State/City Common Data	General Information	Account/File Number
Corporation name and address		General > Basic Data	General	Corporation name Corporation name continued Street address City State code ZIP code
	OR
		Texas > General	Basic Data	Mailing Address - Override City - Override State - Override Zip Code - Override Zip + 4 - Override
Corporation's principal office		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	Corporation's principal office
Principal place of business in Texas		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	Principal place of business in Texas
If no changes		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	No changes to Section A from last year
Section A - Name, Title and Mailing Address of Each Officer and Director
By default, we automatically pull all Shareholders from the Federal Shareholder Information into this section. To override information on Federal Shareholder Information, see Note 1. To exclude specific Officer/Shareholder from the Federal Shareholder Information, see Note 2. To add new Officer/Shareholder, See Note 3.
Notes: Income/Deductions category, Business worksheet, Compensation of Officers section and/or Texas Public/Ownership Information Report may be used for input on Section A. If the exact same Officer/Partner number is on Income/Deductions category, Business worksheet, Compensation of Officers section and Texas Public/Ownership Information Report, Officer/Shareholder field is the same, then the input in Texas Public/Ownership Information Report becomes an override. If any Officer/Shareholder listed on Income/Deductions category, Business worksheet, Compensation of Officers section is NOT to be included on Texas Form 05-102 or 05-167, then enter check Texas > Public or Ownership Reports > Officer/Director Information > Exclude Partner/Shareholder. If no Officer/Shareholder number is used, then the input on Texas Public/Ownership Information is added to the input on Income/Deductions category > Business worksheet > Compensation of Officers section > considering this a new Officer/Shareholder.
Name		Income/Deductions > Business	Compensation of Officers	Name of officer
	OR
		Texas > Public or Ownership Reports > Public or Ownership Information Reports	Officer/Director Information	Name
Title		Income/Deductions > Business	Compensation of Officers	Title
	OR
		Texas > Public or Ownership Reports > Public or Ownership Information Reports	Officer/Director Information	Director/off title - override
Director check box		Income/Deductions > Business	Compensation of Officers	State Use Code with codes of 5 through 11
	OR
		Texas > Public or Ownership Reports > Public or Ownership Information Reports	Officer/Director Information	Yes if Director - override
Mailing address		Income/Deductions > Business	Compensation of Officers	Address of officer
	OR
		Texas > Public or Ownership Reports > Public or Ownership Information Reports	Officer/Director Information	Address
Expiration date		Income/Deductions > Business	Compensation of Officers	State Use
	OR
		Texas > Public or Ownership Reports > Public or Ownership Information Reports	Officer/Director Information	Director/officer expiration - Override
Note: The dates, on federal input, are printed exactly as entered.
Section B - Owned (Subsidiary) Corporations
Name of subsidiary		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	Name
State of incorporation		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	State of incorporation
Texas SOS file number		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	Texas Secretary of State File Number
Percentage interest		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	Percentage interest
Section C - Owned (Parent) Corporations
Name of parent		Texas > Public or Ownership Reports > Public or Ownership Information Reports	Officer/Director Information	Name
State of incorporation		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	State of incorporation
Texas SOS file number		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General > Parent Corporation Information	SOS Number
Percentage interest		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General > Parent Corporation Information	Interest
Registered agent name		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	Name
Registered agent office		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	Office
Registered agent city, state, zip code		Texas > Public or Ownership Reports > Public or Ownership Information Reports	General	City State ZIP code
If need forms		Texas > Public or Ownership Reports > Public or Ownership Information Reports	Public Information Report	Request forms to change agent information
Title of signer	Agent title to print option
	OR
		General > Basic Data	General	Signing officer's title or Government view - override
Daytime phone number		General > Basic Data	General	Corporation telephone number
	OR
		Common State > State/City Common Date	General Information	Telephone number - override

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