Get Ownership Information Report (form 05-167) - Window On State ... - Window State Tx

Filling out the Ownership Information Report (Form 05-167) is essential for entities other than corporations, limited liability companies, or financial institutions to satisfy franchise tax requirements. This guide provides clear, step-by-step instructions for completing the form online, ensuring a smooth filing process.

Follow the steps to accurately complete the Ownership Information Report online.

1. Begin by clicking the ‘Get Form’ button to access the Ownership Information Report. This action will enable you to download and open the form in your chosen editor.
2. Enter your taxpayer name and taxpayer number at the top of the form, along with the report year. This information is crucial for identifying your filing.
3. Fill in your mailing address, including the city, state, ZIP code, and country. Ensure that the provided address is accurate for correspondence.
4. In Section A, list the general partners or trustees. For each individual, include their name, type of ownership (general partner or limited partner), mailing address, FEI number, and percentage of ownership. Make sure to blacken only one option for the type of owner.
5. If additional partners exist, continue filling out Section A with their details, using a new form (05-167) if necessary.
6. Proceed to Section B and enter the names of entities in which the partnership or trust owns a 10 percent interest or more. Include the state of formation, FEI number, and percentage of ownership for each entity.
7. Provide the registered agent and office information, or agent for service of process as required. Fill in the agent’s name, office city, state, and ZIP code.
8. At the bottom of the form, declare that the information is true and correct to the best of your knowledge by entering your title, date, and contact phone number.
9. Once you have filled out all the sections of the form, save your changes. You may also download, print, or share the form as needed prior to submission.

Complete your Ownership Information Report online today and ensure compliance with Texas franchise tax requirements.