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HomeMy WebLinkAboutSchedule A_________________________________________________________________________________________________________________ City of Renton Tax & Licensing • 1055 S Grady Way, Renton, WA 98057 • 425-430-6851 • taxandlicensing@rentonwa.gov • rentonwa.gov City of Renton Tax & Licensing Schedule A SERVICE INCOME APPORTIONMENT DETAIL – ATTACH TO TAX RETURN SECTION 1 BUSINESS AND OCCUPATION TAX - GROSS RECEIPTS Line No. Code Amount 1 Enter total worldwide gross service receipts 30 2 Subtract any appropriate deduction allowed in Renton Municipal Code 31 3 Apportionable service receipts (subtract line 2 from line 1) enter amount on this line SECTION 2 PAYROLL FACTOR* Line No. Code Amount 4 Enter total Renton payroll costs 32 5 Enter total worldwide payroll costs 33 6 Payroll factor (divide line 4 by line 5) enter amount on this line SECTION 3 SERVICE INCOME FACTOR Line No. Code Amount 7 Enter total Renton service receipts 34 8 Enter total worldwide service receipts 35 9 Service Factor (divide line 7 by line 8) enter amount on this line SECTION 4 RENTON TAXABLE SERVICE RECEIPTS Line No. Amount 10 Enter apportionment factor (add lines 6 and 9) enter amount on this line 11 Percentage of service income apportioned to Renton (divide line 10 by the number 2)* 12 Renton taxable service receipts (multiply line 3 by line 11) enter this amount on this line and Line 5, Column 4 of the Tax Return Why is this schedule necessary in addition to the tax return? Effective January 1, 2008, RCW 35.102.130 requires a two-factor formula to determine how income taxable under the city’s Service & Other gross receipts B&O tax classification is apportioned between multiple locations when a taxpayer is engaging in business in more than one jurisdiction. Who should complete the apportionment schedule? Only those taxpayers that earn gross receipts from activities subject to a city’s Service & Other gross receipts B&O tax classification, and which have a taxable presence in more than one jurisdiction, need to complete the schedule. Formula example: Service & Other income is apportioned to a city by multiplying service income by a payroll factor (based on the payroll within the city), plus the service income factor (based on the income producing activity attributable for tax purposes within the city), divided by two (2). Total Taxable Service Income × (Payroll Factor + Service Income Factor) 2 Payroll Factor × Total Compensation Paid in Renton Total Compensation Paid worldwide Service Income Factor × Total Renton Service Receipts Total worldwide Service Receipts - Throw-out income *If a business has no employees in any location, such as a sole proprietorship without any employees, then the payroll factor is zero and the apportionment reverts to a single factor formula using the service factor only. In this case, divide the service Factor by one (1). ADDITIONAL INSTRUCTIONS ON NEXT PAGE File online: www.FileLocal-wa.gov Mail tax returns to: City of Renton Tax & Licensing P.O. Box 35136 Seattle, WA 98124 Business Name & Address: Date Due: Reporting Period: UBI: Account #: _________________________________________________________________________________________________________________ City of Renton Tax & Licensing • 1055 S Grady Way, Renton, WA 98057 • 425-430-6851 • taxandlicensing@rentonwa.gov • rentonwa.gov City of Renton Tax & Licensing Schedule A SERVICE INCOME APPORTIONMENT DETAIL – ATTACH TO TAX RETURN Instructions for Schedule A – Service Income Apportionment Detail I.Gross Service Receipts Line1: Enter the worldwide gross receipts for your business. Line 2: Enter the amount of gross receipts deductible under Renton Municipal Code (exclude any interstate deduction as this schedule apportions company-wide service income). Line 3: Subtract line 2 from line 1 and enter this amount on line 3. This is your total apportionable service receipts. II.Payroll Factor Line 4: Complete the table below to calculate the total Renton payroll costs: A. Total payroll for employee(s) whose assigned office or workstation is located within Renton. B. Total payroll for employee(s) who are not primarily assigned to any place of business for the tax period and that individual performs 50% or more of his or her service for the tax period in Renton. C. Total payroll for employees(s) not primarily assigned to any place of business for the tax period, and the individual does not perform 50% or more of his or her service in any city, but that person resides in Renton. D. Line 4 – Total Payroll in Renton – add lines a, b, c and enter on Line 4. Line 5: Enter the total payroll for all locations (the amount in Line 4 plus the payroll for employees in all other locations outside of Renton. Line 6: Divide Line 4 by the amount in Line 5 and enter the calculated amount as a percentage on Line 6. If a business has no employees, then there is no payroll factor. If there are no employees within Renton, but there are employees elsewhere, then the payroll factor for Renton is zero. III.Service-Income Factor (service gross receipts are in Renton if): Line 7: A. The customer location is in Renton "Customer location" is defined as: a)For a customer not engaged in business, if the service requires the customer to be physically present, where theservice is performed. b)For a customer not engaged in business, if the service does not require the customer to be physically present: 1.The customer’s residence; or 2.If the customer’s residence is not known, the customer’s billing/mailing address. c)For a customer engaged in business: 1.Where the services are ordered from; or 2.At the customer’s billing/mailing address if the location from which the services are ordered is not known; or 3.At the customer’s commercial domicile if none of the above are known. The customer location is determined based on a cascading method or series of steps. Only if the first step is unknown may the taxpayer move to the next step and so forth. Line 8: Enter on Line 8 the worldwide gross service receipts less any "throw-out" income. Throw-out income is defined as service receipts that would be sourced to a location in which the taxpayer is not taxable and some of the activity is performed in Renton. Line 9: Divide Line 7 by the amount in Line 8 and enter the calculated amount as a percentage on Line 9. IV.Taxable Service Receipts Line 10: Add Line 6 and Line 9 then enter the calculated amount on Line 10. This is the total apportionment factor. Line 11: Divide Line 10 by two (2), if two factors remain. If there is no payroll factor, divide Line 10 by one (1). Enter the calculated amount as a percentage on Line 11. Line 12: Multiply Line 3 by Line 11 and enter the amount on Line 12. This is your Renton taxable service receipts. Also enter this amount on Line 5 (Services & Other Apportioned), Column 4 (Taxable Income) of the Tax Return.