FORMS

These forms are downloadable for you to use, they are in the format of the icon next to the title, most are in PDF format which would mean that you need a PDF viewer like Adobe Reader click here if you need to download and install the free Adobe reader.

571L :  Business Property Tax Statement   This form is required from the Orange County Assessor’s Office. In our opinion it is one of the cruelest taxes. This tax requires that for every piece of property, equipment, or leasehold improvement your company has purchased (Assets--not expensed items), you notify the Assessor once a year, via this form, the Assessor calculates the Assets’ values (according to their own formula) then sends you a bill for the tax expense. The reason why we think this is the cruelest tax is because you are 1) paying taxes on top of already having paid sales tax, and 2) paying tax on Assets that are being depreciated. The period ending cut off date for this form is December 31st of the prior year and DUE, postmarked to the Assessor no later than May 7th. (They would like it earlier and say the due date is actually April 1st, but no penalties will incur if filed BY May 7th). You should receive this pre-printed form from the Assessor around March of each year. The Assessor will have already printed the prior years’ activity in their Assessor’s Use Only column. Please make a copy of the form once you have completed it, for your files so that each year you can verify your numbers against those of the Assessor.

BOE-401-A / BOE-531-A :  Sales Tax Return Long Form

ANNUAL MINUTES DISCLOSURE STATEMENT :     This is a non-governmental notice from a company called Corporation Compliance Company. This form is NOT required by the government. However, it raises the issue of corporation requirements. All corporations are required to hold an annual stockholder meeting. At the meeting you must elect the directors of the corporation who are responsible for the operation of the corporation. You also need to discuss the sale or transfer of assets, approving loans, approving salaries, making any changes to the articles of corporation or bylaws, and documenting major transaction. This isn’t as complicated as it sounds, but the company sending this form tries to simplify it into boxed questions. We recommend checking with your attorney about what to include in Shareholder and Director’s meetings and preparing minutes. One of our services is helping clients facilitate the meeting so that they can discuss “for the record,” business matters that need to be captured in minutes and kept in the corporate book.

DE7 :     Annual payroll tax return from the Employment Development Department. Due on January 31st for the prior year ended December 31st. Depending on your payroll tax thresholds, payroll tax may be due with this return.

DE6 :     Quarterly payroll tax return from the Employment Development Department. Due at the end of the month for the prior quarter ended March 31st, June 30th, September 30th, December 31st. Depending on your payroll tax thresholds, payroll tax may be due with this return.

DE1210R :   EMPLOYER RESPONSE   This form is required from the Employment Development Department if you failed to file a required return and the EDD needs information as to why.

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