Guide to Annual Reports

You can use Mosey to stay compliant and maintain ‘good standing’ with the Secretary of State. You can see reminders of when to file in the weekly summary email, in the calendar view, and throughout the app. 

To file an annual report:

1) Find the annual report requirement (you can see it on the location page or the calendar)
2) Click on the annual report requirement in your ‘To do’ section
3) Click ‘Automate.’



4) Submit the form

There may be additional information we need to collect and a document to sign, depending on the state. Once processed by the Secretary of State, we’ll send you an email confirmation, and the task status will update.

States with annual reports that have tax returns

Some states have a tax return that must be prepared in addition to an annual report. Mosey is not an accounting firm, and we can’t provide tax advice, so you will need to work with a CPA to prepare a state tax return and make a payment. We’ve noted the steps below for completing annual reports in these states. Please contact support@mosey.com if you have any questions. 

⛔Alabama

Business Privilege Tax (net-worth tax)

Official quick reference

Required Attachments for the Business Privilege Tax Return:

• A copy of pages 1 through 5 of the federal tax Form 1120-S, pages 1 through 6 of the federal tax Form 1120, or pages 1 through 8 of the federal tax Form 1120-F, or pages 1 through 5 of the federal tax Form 1065.
• Multistate taxpayers (those doing business in Alabama and outside the State of Alabama) must attach a copy of the Alabama apportionment schedule from the state income tax return.
• Attach documentation to thoroughly support any exclusion or deduction claimed in the computation of the taxpayer’s Taxable Alabama Net Worth – see page 2 of the Form CPT or Form PPT.
• Attach a copy of the balance sheet used to compute the taxpayer’s net worth, if not provided with a copy of the federal tax return, such as the Schedule BPT-NW or Schedule BPT-NWI.

Filing steps:

1. Prepare form AL-CAR (SOS annual report)
2. Prepare federal tax (Form 1120)
3. Prepare Alabama corporate income tax return (Form 20C)
4. Prepare Form CPT (Business Privilege Tax return) and Alabama apportionment schedule (forms 20C, 20S, 65, or ET-1)
5. Submit CPT and AL-CAR with federal and state tax attachments together as a packet via mail
6. Make payment online or via mail

⛔ Arkansas

Franchise tax (calculated based on par value)

Filing steps:

1. CPA prepares AR assets and stock calculations (for franchise tax calculations):
   • Assets: The value of the real and personal property of the corporation.
     • Arkansas Assets: All assets applicable to Arkansas according to the balance sheet.
     • Total Assets: Total assets of the corporation according to the balance sheet.
2. Submit the annual report online
3. Make franchise tax payment online

⛔ Oklahoma

Franchise tax return (form FRX-200) serves as an annual report, requiring balance sheet info. Franchise tax can be filed with the corporate income tax return (Form 512).

1. Prepares the officers' appendix of Franchise Tax Return (form FRX-200)
2. Prepares the remainder of the tax return
3. Submits franchise tax return online via OKTAP
4. Makes payment online via OKTAP

⛔ South Carolina

The corporate income tax return (Form SC-1120) serves as an annual report.

1. Prepare Corporate income tax return (Form SC-1120)
2. E-file tax return
3. Make payment by mail or online through MyDORWAY

⛔ Texas

Annual report (public information reports) is combined with the franchise tax return (requires corporate revenue)

1. Prepare Franchise Tax return
2. Prepare form 05-102 (Public Information Report - ANNUAL (PDF))
3. Prepare form 05-167 (Ownership Information Report - ANNUAL (PDF))
4. Submit prepared returns electronically (online or e-file)
5. Make payment

⛔ Wyoming

Requires a list of assets in WY.

1. Prepare a list of assets in Wyoming
2. Prepare and file the WY annual report
3. Make payment