Get Texas Ap 206 Form Access Texas Ap 206 Editor

Get Texas Ap 206 Form

The Texas AP 206 form is an application used by homeowners’ associations to request an exemption from the Texas franchise tax. This exemption applies specifically to nonprofit corporations that manage residential properties, ensuring that the properties are exclusively used for residential purposes without any commercial activities. To qualify, the homeowners’ association must be governed by its individual resident owners, who must hold at least 51% voting control of the association.

Access Texas Ap 206 Editor
Content Navigation

The Texas AP 206 form serves as a vital tool for homeowners' associations seeking exemption from the state's franchise tax. This application is specifically designed for nonprofit corporations that operate primarily to manage, construct, and maintain residential properties, such as condominiums or real estate developments. To qualify for this exemption, associations must adhere to certain criteria, including being organized exclusively for residential purposes, with no commercial activities allowed on the property. Additionally, it's essential that individual resident owners hold at least 51% voting control within the association. The form outlines specific instructions for completion, including the need to reference governing documents like the Articles of Incorporation or Bylaws, which establish the association's purpose and voting rights. Furthermore, the AP 206 addresses the importance of ensuring that no single entity or group of entities can dominate the voting process, thus protecting the interests of all homeowners. By following the guidelines laid out in this application, associations can navigate the complexities of tax exemptions and maintain their nonprofit status, ultimately benefiting their members and the community at large.

Dos and Don'ts

Things to Do:

  • Ensure the application is filled out completely and accurately.
  • Use the correct title and citation from the controlling documents for each item.
  • Attach all required documentation, such as the plat map and a list of owners.
  • Submit the application to the correct address provided in the instructions.

Things Not to Do:

  • Do not include commercial properties in the application.
  • Do not omit any required information or documentation.
  • Do not write in shaded areas of the form.
  • Do not forget to check for any specific voting rights mentioned in the controlling documents.

Get Answers on Texas Ap 206

What is the purpose of the Texas AP 206 form?

The Texas AP 206 form is used by nonprofit corporations that operate as homeowners’ associations to request an exemption from the Texas franchise tax. This exemption applies to franchise tax reports due on or after May 1, 1982, and is specifically for associations managing residential properties that cannot be used for commercial activities.

Who is eligible to apply for the exemption?

To qualify for the exemption, the homeowners’ association must be a nonprofit corporation organized primarily for managing residential properties. Additionally, at least 51% of the voting control must be held by individual resident owners of the lots or units within the association.

What types of properties qualify for this exemption?

Only residential properties are eligible for the exemption. This includes condominiums and residential real estate developments that are legally restricted for residential use, with no commercial activities allowed on the premises.

What documentation is required to complete the AP 206 form?

Applicants must provide various documents, including:

  • The controlling document that establishes the association's purpose, such as the Articles of Incorporation, Declaration, or Bylaws.
  • A plat map showing the total number of lots or units in the development.
  • Information on ownership of the lots, distinguishing between individual resident owners and other parties like developers or banks.

How long does it take to receive a response after submitting the application?

Once the application is submitted, the Texas Comptroller’s office will contact the applicant within 10 working days to inform them of the application status. Additional information may be requested to establish the claimed exemption.

Can the Comptroller audit the homeowners’ association?

Yes, the Comptroller or an authorized representative has the right to audit the records of the homeowners’ association during regular business hours. This is done to verify the validity of the association's exempt status.

What happens if the homeowners’ association does not qualify for the exemption?

If the association does not qualify for the exemption after review, the Comptroller will notify the organization in writing. The letter will detail the reasons for the denial, allowing the association to understand the areas needing improvement.

Is there a tax exemption for sales tax as well?

Yes, Texas law provides a sales tax exemption on goods and services purchased for use by organizations that are exempt under specific sections of the Internal Revenue Code. However, exempt organizations must collect tax on most of their sales of taxable items.

Where should the completed application be sent?

The completed application, along with all required documentation, should be mailed to:

Comptroller of Public Accounts
Exempt Organizations Section
P.O. Box 13528
Austin, Texas 78711-3528

How to Use Texas Ap 206

Filling out the Texas AP 206 form is a straightforward process, but it requires attention to detail to ensure that all information is accurate and complete. After submitting the form, you can expect to hear back from the Comptroller's office within ten working days regarding the status of your application. It's important to gather all necessary documentation beforehand to avoid any delays.

  1. Begin with Item 1. Locate the filed document that establishes the purpose of your homeowners’ association. This could be the Articles of Incorporation, Declaration, or Bylaws. Extract the relevant language directly from this document and specify its title and citation.
  2. Move to Item 2. Determine the total number of lots or units in your real estate development as shown on the plat map. This map should be filed with the local county clerk’s office.
  3. For Item 3, count the total number of lots or units owned by individual resident owners. Exclude any lots or units owned by developers, banks, or similar parties.
  4. In Item 4, enter the total number of lots not included in Item 3. This includes lots owned by developers or other parties. Attach a list identifying these owners and the number of lots they own.
  5. For Item 5, answer whether the Declaration provides for different classes of votes. If yes, complete Items 5a and 5c. If no, complete Items 5b and 5c. Use language directly from the controlling documents for these items.
  6. In Item 6, provide the date when individual resident owners collectively gained at least 51 percent voting control of the association.
  7. For Item 7, enter the official name of your corporation as it appears on file with the Texas Secretary of State or in your home state.
  8. Complete Item 8 with the name, address, and daytime phone number of the person submitting the application.
  9. Fill out Item 9 with your Texas taxpayer number and Item 10 with your federal employer identification number, if applicable.
  10. For Item 11, if you are a Texas corporation, provide the filing information issued by the Secretary of State, including the file number and file date.
  11. If you are a non-Texas corporation, complete Item 12 with the relevant filing information, including the date of incorporation and the home state registration number.
  12. Finally, sign and date the form at the bottom, affirming that your homeowners’ association is a nonprofit corporation and meets the necessary qualifications for exemption.

Common mistakes

Filling out the Texas AP 206 form can be straightforward, but mistakes are common. One frequent error is not providing the correct title and citation for the controlling document in Item 1. This document establishes the purpose of the homeowners' association and must be accurately referenced. Omitting this information can lead to delays or denials in the exemption request.

Another mistake occurs in Item 2, where applicants often miscount the total number of lots or units shown on the plat map. It's essential to ensure that this number matches what is officially recorded. Inaccurate counts can raise questions about the eligibility of the association for the exemption.

In Item 3, some people mistakenly include lots or units owned by developers, banks, or investors when reporting the number of residential lots owned by individual resident owners. Only lots owned by individual residents should be included. This oversight can jeopardize the association's standing.

Item 4 requires careful attention as well. Applicants sometimes fail to provide a complete list of owners who control lots not included in Item 3. This list should identify all non-resident owners, and missing information can lead to complications in verifying voting control.

Many applicants overlook the importance of the language in Items 5a, 5b, and 5c. These sections require direct quotes from the controlling documents. Not providing this information or using vague descriptions can result in rejection of the application.

Additionally, applicants may neglect to confirm that the total number of lots reported in Items 3 and 4 equals the total in Item 2. This inconsistency can raise red flags and delay the processing of the exemption request.

Some individuals fail to provide a clear date in Item 6 when the individual resident owners gained voting control. This date is crucial for establishing the association's eligibility for the exemption. Missing or incorrect dates can lead to confusion.

In Item 7, the corporation name must match the official name on file with the Texas Secretary of State. Errors in this name can cause the application to be rejected. It's vital to double-check this information before submission.

Lastly, applicants often forget to include their taxpayer number and federal employer identification number in Items 9 and 10. Missing these numbers can lead to processing delays, so it's best to have them ready when filling out the form.

More PDF Forms