Texas Ownership Information Report / Periodic Report / Public Information Report

Learn when and how to file a report in Texas

Annual and biennial reports are entity information updates typically filed with the Secretary of State. Depending on the state and entity type, report due dates and fees vary. See the table below for information on filing a report in Texas.

For Corporations:

Agency:Texas Comptroller
Form:

Public Information Report

Filing Method:

Mail

Agency Fee:

$0

Due:

Annually by May 15 in the year following your first filing in Texas. For example, if your organization was incorporated in April of 2016, then your report would be due May 15, 2017.

Law:

TX Tax Code § 171.203

Notes:

File a Public Information Report when filing annual franchise tax with the Texas Comptroller of Public Accounts. There is no separate submission to the Texas Secretary of State.

Fact Checked:10/1/19

For Limited Liability Companies:

Agency:Texas Comptroller
Form:

Public Information Report

Filing Method:

Mail

Agency Fee:

$0

Due:

Annually by May 15 in the year following your first filing in Texas. For example, if your organization was established in April of 2016, then your report would be due May 15, 2017.

Law:

TX Tax Code § 171.203

Notes:

Domestic or foreign Texas limited liability companies (including professional LLCs) must file a Public Information Report when they file their annual franchise tax with the Texas Comptroller of Public Accounts. There is no separate submission to the Texas Secretary of State.

Fact Checked:10/1/19

For Nonprofit Corporations:

Agency:Texas Secretary of State - Corporations Section
Form:

Form 802: Periodic Report of a Nonprofit Corporation

Filing Method:

Mail or fax.

Agency Fee:

$5

Due:

Once exempt from filing public information reports, the secretary may request a periodic report once every 4 years and the request will state the due date.

Law:

Tex Bo. Code Ann. § 22.357

Penalties:

$1/month late fee. Your nonprofit risks dissolution or revocation.

Notes:
  • Public information reports are due annually unless the organization has been granted exemption from the Texas Comptroller.
  • File two copies.
  • An officer, director, manager, member, partner, or agent must file.
  • Original signatures are not required.
Fact Checked:8/6/20

For Nonprofit Corporations:

Agency:Texas Comptroller
Form:

Public Information Report

Filing Method:

Mail

Agency Fee:

$0

Due:

Annually by May 15 in the year following your first filing in Texas. For example, if your organization was incorporated in April of 2016, then your report would be due May 15, 2017.

Law:

TX Tax Code § 171.203

Notes:
  • Nonprofits that are exempt from Texas franchise tax do not need to file a public information report.
  • Instead, exempt nonprofits may be required to file a periodic report.
Fact Checked:8/6/20

For Professional Corporations:

Agency:Texas Comptroller
Form:

Public Information Report

Filing Method:

Mail

Agency Fee:

$0

Due:

Annually by May 15 in the year following your first filing in Texas. For example, if your organization was incorporated in April of 2016, then your report would be due May 15, 2017.

Law:

TX Tax Code § 171.203

Notes:

File a Public Information Report when filing annual franchise tax with the Texas Comptroller of Public Accounts. There is no separate submission to the Texas Secretary of State.

Fact Checked:10/1/19

For Professional LLCs:

Agency:Texas Comptroller
Form:

Public Information Report

Filing Method:

Mail

Agency Fee:

$0

Due:

Annually by May 15 in the year following your first filing in Texas. For example, if your organization was established in April of 2016, then your report would be due May 15, 2017.

Law:

TX Tax Code § 171.203

Notes:

Domestic or foreign Texas professional limited liability companies must file a Public Information Report when they file their annual franchise tax with the Texas Comptroller of Public Accounts. There is no separate submission to the Texas Secretary of State.

Fact Checked:10/1/19

For Limited Partnerships:

Agency:Texas Comptroller
Form:

Public Information Report

Filing Method:

Mail

Agency Fee:

$0

Due:

Annually by May 15 in the year following your first filing in Texas. For example, if your organization was incorporated in April of 2016, then your report would be due May 15, 2017.

Law:

TX Tax Code § 171.203

Notes:

File a Public Information Report when filing annual franchise tax with the Texas Comptroller of Public Accounts. There is no separate submission to the Texas Secretary of State.

Fact Checked:10/1/19

For Limited Liability Partnerships:

Agency:Texas Comptroller
Form:

Ownership Information Report

Filing Method:

Mail

Agency Fee:

$0

Due:

Annually by May 15 in the year following your first filing in Texas. For example, if your organization was incorporated in April of 2016, then your report would be due May 15, 2017.

Law:

TX Tax Code § 171.201

Notes:

File an Ownership Information Report when filing annual franchise tax with the Texas Comptroller of Public Accounts. There is no separate submission to the Texas Secretary of State.

Fact Checked:10/1/19

For Domestic Close Corporations:

Agency:Texas Comptroller
Form:

Public Information Report

Filing Method:

Mail

Agency Fee:

$0

Due:

Annually by May 15 in the year following your first filing in Texas. For example, if your organization was incorporated in April of 2016, then your report would be due May 15, 2017.

Law:

TX Tax Code § 171.203

Notes:

File a Public Information Report when filing annual franchise tax with the Texas Comptroller of Public Accounts. There is no separate submission to the Texas Secretary of State.

Fact Checked:10/1/19

For Private Foundations:

Agency:Texas Attorney General - Consumer Protection Division
Form:

Copy of Annual Return Form 990-PF

Filing Method:

Email to 990PFFilings@texasattorneygeneral.gov

Agency Fee:

$0

Due:

Due annually 4.5 months after fiscal year end. So if your fiscal year ends December 31, file by May 15.

Law:

26 USC 6033 (c)

Notes:

Only required of private foundations

Fact Checked:10/1/19
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