Get Tourism Assessment Form

Completing the Tourism Assessment Form online is essential for businesses participating in California's tourism initiatives. This guide provides a clear, step-by-step approach to ensure a smooth and efficient filing process.

Follow the steps to successfully complete the Tourism Assessment Form.

1. Click ‘Get Form’ button to obtain the form and open it in the preferred digital format.
2. In Section I, provide the business location information. Enter the Tourism ID number, business name, address, city, state, and ZIP code. If the business location is new, ensure to check the corresponding option.
3. For Section II, fill in the parent or billing information if applicable. Enter the billing name, address, city, state, and ZIP. If there are multiple billing representatives, include their contact details including name, title, phone number, fax number, and email.
4. In Section III, indicate any ownership changes to the business location listed in Section I. Clearly mark whether there has been a change in identity, business closure, or change in ownership and provide the required details.
5. For Section IV, calculate the assessment by entering the ending month and year of the most recent accounting period and the gross receipts earned for that period. Then, indicate the percentage of revenue derived from travel and tourism, ensuring to round to the nearest whole number.
6. Complete the calculations in Section IV. Fill in any necessary fields to derive the assessable revenue and the assessment amount due.
7. In Section V, evaluate and check if any provisions apply to determine the exemption status. Provide necessary documentation to support your claim if any boxes are checked.
8. Section VI is for optional payment of maximum assessment; indicate if applicable.
9. In Section VII, certify the accuracy of the information by signing and dating the form. Make sure to include the printed name of the authorized representative.
10. If desired, complete Section VIII for optional marketing material requests. Provide the name, title, address, and contact details.
11. Finally, save changes, then download, print, or share the form according to your needs. When no payment is due, you may fax the signed form, or return it with payment to the specified address.

Take action now by completing and submitting the Tourism Assessment Form online to contribute to California's tourism efforts.