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Create an electronic Combined Texas Franchise Extension

To get UltraTax CS to create a Combined Texas Franchise Extension e-file, complete the following data entry on each of the Texas input screens:
The
TXGen
 screen in the General folder of the TX input screens needs a unit for the reporting entity with at least the following data entry (more information may be required).
  • Return Selection
     - Choose from the 05-158 Franchise Tax Report, 05-163 No Tax Due Franchise Report, or the 05-169 Franchise Tax Report EZ Form. This entry is only required if a particular form should be generated or you want the 05-169 EX Form. UltraTax CS will optimize between the 05-158 and the 05-163, and default to a 90% tax liability when computing the balance for the extension. If you enter nothing for income, no balance is computed.
  • Parent Entity EIN
     - Only enter an EIN or the 10-digit State Issued Taxpayer Number for the affiliate company units of the
    TXGen
     screen. A SSN is no longer accepted by the state of Texas as an alternative. Leave this field blank for the reporting entity unit.
  • Combined Report
     - Mark this checkbox on all units of the
    TXGen
     screens.
  • Taxpayer Number
     - Enter either the 10-digit State Issued Taxpayer Number or the Federal EIN without the hyphen on all units of the
    TXGen
     screen. The State Issued Number must begin with a 1 or a 3 and have a valid check digit at the end of the 10-digit number. UltraTax CS will generate a diagnostic if this number doesn’t conform to these constraints.
  • Secretary of State or Comptroller file number
     - This number will transfer from the federal
    State Use code
     for each federal activity. If the reporting entity isn't a federal activity and was entered as a manual unit, you need to fill in this field. It must conform to a 10-digit number format.
The
TXAffil
 screen in the General folder of the TX input screens needs an entry in the
Reporting entity & Affiliate information
 statement window of the reporting entity unit for all affiliates contained in the Unitary Group. This is necessary to create the 05-165 Texas Franchise Tax Extension Affiliate List.
The
TXELF
 screen in the Electronic Filing folder of the TX input screens needs the following information entered on the Reporting unit (the 1st unit).
  • Taxpayer Web-file number
  • Total revenue from last filed return
  • Extension signature date
  • Name control
Lastly, when creating the electronic file, make sure to mark the
File state extension electronically
 checkbox on the federal
ELF
 screen in the Electronic Filing folder of the federal input screens. If filing the extension separately from the federal Form 4868, select
File
,
Print Extensions
, then
Options
, and remove the
Federal
 from being printed or e-file created. This is mandatory if creating the extension e-file after the deadline for the Federal 4868.
Fill in all of these screens for all units when filing the return electronically. These steps only apply to the creation of the Combined Texas Franchise extension e-file.
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