Sales Tax Permit Checklist - EN

  • Sales Tax Permit Checklist

  • Please complete the following checklist so our tax team may begin working on your sales tax permitting. 

    All listed business owners will need to provide an uploaded copy of their driver's license (if applicable) in our Client Portal.  

     

    Please, don't forget to submit.

     

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  • Business Information

  • Format: (000) 000-0000.

  • Business Owners

  • Please provide the following information for each business owner:

    • Full Name
    • Phone Number
    • Email
    • Address of Residence
    • Date of Birth
    • Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
    • A copy of the owner's driver license (if applicable).
    • Whether the owner acts as a business manager or an officer.
    • First Business Owner 
    • Format: (000) 000-0000.
    • First Business Owner's Date of Birth
       - -
    • Do you have Driver License?*
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    • Second Business Owner 
    • Format: (000) 000-0000.
    • Second Business Owner's Date of Birth
       - -
    • Do you have Driver License?
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    • Third Business Owner 
    • Format: (000) 000-0000.
    • Third Business Owner's Date of Birth
       - -
    • Do you have Driver License?
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    • Fourth Business Owner 
    • Format: (000) 000-0000.
    • Fourth Business Owner's Date of Birth
       - -
    • Do you have Driver License?
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      Cancelof
    • Fifth Business Owner 
    • Format: (000) 000-0000.
    • Fifth Business Owner's Date of Birth
       - -
    • Do you have Driver License?
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      Cancelof

  • Business Sales Details

  • Do you maintain a distribution center, warehouse, office other than your place of business, or other physical location where business is conducted in Texas?*
  • Does the business operate and staff in Texas?*
  • Does the business have property or inventory in Texas?*
  • Does the business sell goods to resellers?*
  • Do you have any representative, agent, salesperson, canvasser, or solicitor who operates under your authority to conduct business in Texas, including selling, delivering, or taking orders for taxable items?*
  • Do you derive receipts from the sale, lease, or rental of tangible personal property situated in Texas? This includes home-based businesses located in Texas*
  • Do you provide onsite taxable services at customer locations in Texas?*
  • Do you have a substantial ownership in, or are owned in whole or substantial part, by a person who has a business location in Texas and sells the same or similar line of products under a business name that is similar to your business name?*
  • Do you have substantial ownership in, or are owned in whole or substantial part, by a person who maintains a location in Texas to advertise, promote, or facilitate sales, deliveries, or returns of your products?*
  • Do you own or operate a marketplace (electronic or physical) where you make sales on behalf of third party sellers? This does not apply to you if you sell your own items on someone else's marketplace, such as eBay, Amazon, or Etsy.*
  • Is this Place of Business operated from your home?*
  • Do you ship or deliver items to cities or counties in Texas other than where you have your place of business?*
  • Date for the first taxable sale:*
     - -
  • Should be Empty: