Texas nonprofit periodic report

Periodic report: see the note; the Texas Secretary of State sets the timing.

When: With no fixed date.
Agency: Texas Secretary of State
Applies to: Nonprofits registered in Texas.
Fee: $5
If missed: Forfeiture of the right to do business if the requested report is not filed within 120 days
Source: www.sos.state.tx.us, read October 22, 2026

Jay explains

A Texas nonprofit corporation files no annual report. The Secretary of State may request a periodic report once every four years, with a $5 fee, due within 30 days of the request. A nonprofit that has applied for and received franchise tax exemption from the Comptroller files no franchise tax or public information report; one that has not is treated as a taxable entity until it does.

Next dates

No fixed date. It appears on a calendar under "No fixed date" so it is not forgotten.

Also in Texas

Texas franchise tax report and public information report Texas franchise tax report and public information report Texas franchise tax report and public information report Texas charitable solicitation registration: only for a few categories Texas unemployment insurance wage report Texas sales tax return

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Your company's compliance calendar

Three answers to start. Refine it after.

What kind of organization is it?

An LLC's tax treatment decides which federal return it files. Choose the line that matches yours. Nonprofits are covered too.

State of formation

Employees

Count everyone on payroll. An S corporation's working owners are employees: they are paid a salary.

Where is it based? The state of the office, or of most of the people

A company based outside its state of formation is registered in both and files in both.

More about the company: other states, payroll, dates, abroad

Company name

Date registered in each other state

Optional. Some states key their report to the day you registered there rather than your date of formation; without it, the formation date stands in and the calendar says so.

Who runs payroll?

Fiscal year ends in

Date of formation

Needed for states that key filings to the anniversary of formation.

Annual revenue

Some taxes start at a revenue threshold.

We pay independent contractors We offer a retirement plan (401(k), SIMPLE, SEP)

Outside the United States We hold a bank or financial account outside the US A person or company outside the US owns 25% or more of it We own 10% or more of a company outside the US We pay people or companies outside the US

Each adds the FinCEN or IRS form that comes with it: the FBAR, Form 5472, Form 5471, Forms 1042 and 1042-S.

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