Free Alabama Cpt PDF Template Fill Out This Document Now

Free Alabama Cpt PDF Template

The Alabama CPT form is a tax return specifically designed for C-Corporations operating in Alabama. This form is essential for reporting the business privilege tax and annual report, ensuring compliance with state regulations. To get started, fill out the form by clicking the button below.

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Outline

The Alabama CPT form, officially known as the Alabama Business Privilege Tax Return and Annual Report, is specifically designed for C-Corporations operating within the state. This form serves multiple purposes, including the calculation of the business privilege tax owed by the corporation, the reporting of annual financial data, and the submission of required taxpayer information. Key sections of the form require the taxpayer to identify their legal name, federal employer identification number (FEIN), and mailing address. Additionally, taxpayers must specify the determination period for which they are filing, whether it is a calendar year, fiscal year, or short year. The form also includes provisions for indicating changes in corporate leadership and whether the return is initial or amended. Taxpayers must compute the net worth and privilege tax due, accounting for any previous payments and applicable penalties or interest. Furthermore, supporting documentation is necessary for certain exclusions and deductions, which can affect the overall tax liability. Proper completion and timely submission of the Alabama CPT form are essential for compliance with state tax regulations.

Documents used along the form

The Alabama CPT form is essential for C-Corporations to report their business privilege tax. However, several other documents often accompany it to ensure compliance with state regulations. Here’s a brief overview of these forms.

  • Alabama Schedule AL-CAR: This form is the Corporation Annual Report. It provides updated information about the corporation, such as its address, officers, and business activities. It must be attached to the CPT form unless it’s an initial return.
  • Iowa Firearm Bill of Sale: This document is crucial for recording the transfer of firearm ownership in Iowa. For more details, refer to the Bill of Sale for a Gun.
  • Form BPT-IN: This is the Initial Return Schedule. If the corporation is newly established, this form must be included with the CPT form to report initial business activities and tax obligations.
  • Form BPT-EX: This form is used to claim exemptions from the business privilege tax. Corporations that qualify for certain exemptions need to file this form along with their CPT to avoid unnecessary tax payments.
  • Form BPT-CR: This is the Credit Schedule. Corporations can use this form to report any tax credits they are eligible for, which can reduce their overall tax liability.
  • Power of Attorney (POA): If a paid preparer is handling the tax return, a POA form may be necessary. This document gives the preparer permission to discuss the return with the Department of Revenue on behalf of the corporation.

Filing the Alabama CPT form along with these additional documents helps ensure that everything is in order. This can save time and prevent issues with the Alabama Department of Revenue. Always double-check the requirements to make sure you have all necessary forms ready for submission.

Steps to Filling Out Alabama Cpt

Completing the Alabama CPT form is an important task for C-Corporations. It involves providing specific information about your business and calculating the taxes owed. Follow these steps carefully to ensure your form is filled out correctly.

  1. Begin by checking the appropriate box for your type of taxpayer at the top of the form.
  2. Fill in the determination period dates in the designated spaces.
  3. Provide your legal name, FEIN (Federal Employer Identification Number), and mailing address, including city, state, and ZIP code.
  4. If applicable, indicate any changes in corporate president or secretary information.
  5. Check the box if you are submitting an amended return or if this is your initial return.
  6. Calculate the amount due by filling in the required amounts in the computation section. Start with the Secretary of State corporate annual report fee.
  7. Subtract any annual report fees previously paid to find the net annual report fee due.
  8. Enter the privilege tax due from Page 2, Part B, line 20.
  9. Deduct any privilege tax previously paid for the current period to find the net privilege tax due.
  10. Calculate any penalties or interest due, if applicable.
  11. Add the net privilege tax due, penalties, and interest to find the total privilege tax due.
  12. Add the net annual report fee due to the total privilege tax due to find the net tax due.
  13. If the net tax due is positive, enter the payment amount. If negative, enter the refund amount.
  14. If you made a payment through Electronic Funds Transfer (EFT), check the appropriate box.
  15. Sign the form, providing your title and the date. If a paid preparer is used, they should also sign and provide their information.
  16. Mail the completed form to the Alabama Department of Revenue at the address provided.

Misconceptions

Misconceptions about the Alabama CPT form can lead to confusion and potential errors in filing. Here are eight common misunderstandings:

  • Only C-Corporations can file the CPT form. Many believe that all business types can use this form, but it is specifically for C-Corporations only.
  • The form can be filed at any time during the year. In reality, initial returns must be filed within 2.5 months of incorporation or qualification.
  • All taxpayers must pay a privilege tax. Some entities may qualify for exemptions or deductions, which can reduce or eliminate their tax liability.
  • The $10 Secretary of State corporate annual report fee is optional. This fee is mandatory and must be included when submitting the form.
  • Filing an amended return is the same as filing an initial return. An amended return has specific requirements and must clearly indicate the changes made.
  • Only financial institutions need to consider net worth calculations. All C-Corporations must compute their net worth, regardless of their business type.
  • Documentation is not necessary for deductions. Supporting documentation is required for all exclusions and deductions claimed on the form.
  • Late submissions incur the same penalties for all taxpayers. Penalties can vary based on the type of taxpayer and the nature of the delay in filing.

Understanding these misconceptions can help ensure accurate and timely filing of the Alabama CPT form.

Form Sample

 

FORM

 

*220001CP*

 

 

 

 

CPT 2022

 

 

 

 

Alabama Department of Revenue

 

 

 

 

 

Alabama Business Privilege Tax Return

 

 

 

 

and Annual Report

 

 

 

 

1a

6 Calendar Year (Taxable Year 2022 – determination period beginning

 

and ending 12/31/2021)

 

1b

6 Fiscal Year (Taxable Year 2022 – determination period beginning

 

and ending

/2022)

1c

6 Amended Return (Attach Supporting Documentation)

6 52/53 Week Filer

 

 

Type of taxpayer (check only one):

2a

6 C Corporation

 

2b

6 Insurance Company (See definitions)

2c

6 LLE Taxed as Corporation

2d

6 Financial Institution Group Member

2e

6 Real Estate Investment Trust (REIT)

2f

6 Business Trust

 

Number of AL-CARs attached (Financial Institutions only)

 

TAXPAYER INFORMATION

3a

LEGAL NAME OF

 

 

 

6

FEIN NOT REQUIRED

 

BUSINESS ENTITY

 

 

3b FEIN

(SEE INSTRUCTIONS)

3c

MAILING

 

 

3d

BPT ACCOUNT NO.

 

 

ADDRESS

 

 

 

(SEE INSTRUCTIONS)

 

 

 

 

 

 

3h

FEDERAL BUSINESS CODE NO.

 

3e

CITY

 

3f STATE

3g ZIP CODE

 

(NAICS) (SEE WWW.CENSUS.GOV)

 

3i

CONTACT PERSON

 

 

3j

CONTACT PERSON’S

 

 

CONCERNING THIS FORM

 

 

 

PHONE NO.

 

3k

TAXPAYER’S

 

 

 

 

 

 

E-MAIL ADDRESS

 

 

 

 

 

RETURN INFORMATION

 

 

 

 

 

4a

6 Corporation President Information Change on attached Schedule AL-CAR (Corporation Annual Report)

 

 

4b

6 Corporation Secretary Information Change on attached Schedule AL-CAR (Corporation Annual Report)

 

 

5a Date of Incorporation or Organization

5b State of Incorporation or Organization

5c County of Incorporation or Organization

 

COMPUTATION OF AMOUNT DUE OR REFUND DUE

Amount Due

 

 

6 Secretary of State corporate annual report fee $10

6

7 Less: Annual report fee previously paid for the taxable year

7

8 Net annual report fee due (line 6 less line 7)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

9

Privilege tax due (Page 2, Part B, line 20)

9

10

Less: Privilege tax previously paid for the taxable year

10

11

Net privilege tax due (line 9 less line 10)

11

12

Penalty due (see instructions)

12

13

Interest due (see instructions)

13

14

Total privilege tax due (add lines 11, 12 and 13)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

15

Net tax due (add lines 8 and 14)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

16Payment due with return if line 15 is positive. (Form BPT-V must be submitted if payment is made by check.)

Full payment of any amount due for a taxable year is due by the original due date of the return (without

 

consideration of any filing extensions in place)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

17

Amount to be refunded if line 15 is negative

17

18

Check here if paid electronically 6

 

Please

Sign

Here

6I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge

and belief they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Title

Date

Officerʼs

 

Signature

 

Paid

Preparer’s

Use Only

Preparerʼs signature

Firmʼs name (or yours, if self-employed) and address

Phone No.

Preparerʼs SSN/PTIN

Date

E.I. No.

ZIPCode

If you are not making a payment, mail your return to:

If you are making a payment, mail your return, Form BPT-V, and payment to:

Alabama Department of Revenue

Alabama Department of Revenue

Business Privilege Tax Section

Business Privilege Tax Section

P.O. Box 327431

P.O. Box 327320

Montgomery, AL 36132-7431

Montgomery, AL 36132-7320

Telephone Number: (334) 242-1170

Web site: www.revenue.alabama.gov

ADOR

FORM

BUSINESS PRIVILEGE

*220002CP*

Alabama Department of Revenue

CPT

TAXABLE/FORM YEAR

Alabama Business Privilege Tax C-Corporation

PAGE 2

2022

 

Privilege Tax Computation Schedule

1a. FEIN

1b. LEGAL NAME OF BUSINESS ENTITY

1c. DETERMINATION PERIOD END DATE (BALANCE SHEET DATE)

V

 

 

(MM/DD/YYYY)

PART A – NET WORTH COMPUTATION

Corporations & Entities Taxed as Corporations

1Issued capital stock and additional paid in capital (without reduction for treasury stock)

 

but not less than zero

1

2

Retained earnings, but not less than zero, including dividends payable. For LLC’s taxed

 

 

as corporations and non-stock issuing entities such as business trusts, enter assets

 

 

minus liabilities

2

3

Gross amount of related party debt exceeding the sums of line 1 and 2

3

4

All payments for compensation or similar amounts in excess of $500,000

4

5

Total net worth (add lines 1-4)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

PART B – PRIVILEGE TAX EXCLUSIONS AND DEDUCTIONS

 

Exclusions (Attach supporting documentation) (SEE INSTRUCTIONS)

 

1

Total net worth from line 5 above

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

2

Book value of the investments by the taxpayer in the equity of other taxpayers

2

3Financial institutions, only – Book value of the investments in other corporations or LLE’s

 

if the taxpayer owns more than 50 percent of the corporation or LLE

3

4

Unamortized portion of goodwill and core deposit intangibles resulting from a direct

 

 

purchase

4

5

Unamortized balance of properly elected post-retirement benefits pursuant to FASB 106. .

5

6Financial institutions, only – The amount adjusted net worth

 

exceeds six percent of total assets (see instructions)

6

 

 

7

Total exclusions (sum of lines 2-6)

. . . . . . . . . . . . . . . . . . .

. . . . . . . . . .

. . 7

8

Net worth subject to apportionment (line 1 less line 7)

. . . . . . . . . . . . . . . . . . .

. . . . . . . . . .

. . 8

9

Apportionment factor (see instructions)

9

.

%

10

Total Alabama net worth (multiply line 8 by line 9)

. . . . . . . . . . . . . . . . . . .

. . . . . . . . . .

. . 10

Deductions (Attach supporting documentation) (SEE INSTRUCTIONS)

11Net investment in bonds and securities issued by the State of Alabama or

political subdivision thereof, when issued prior to January 1, 2000. . . . . . . . . . . . . . . . . . . 11

12 Net investment in all air, ground, or water pollution control devices in Alabama. . . . . . . . . . 12

13Reserves for reclamation, storage, disposal, decontamination, or retirement associated

 

with a plant, facility, mine or site in Alabama . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13

 

14

Book value of amount invested in qualifying low income housing projects (see instructions)

14

 

15

Total deductions (add lines 11-14)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . 15

16

Taxable Alabama net worth (line 10 less line 15)

. . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . 16

17a

Federal Taxable Income Apportioned to AL . .

17a

 

 

17b

Tax rate (see instructions)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

17b

.

18

Gross privilege tax calculated (multiply line 16 by line 17b)

. . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . 18

19

Alabama enterprise zone credit (see instructions)

19

 

20Privilege Tax Due (line 18 less line 19) (minimum $100, for maximum see instructions)

Enter also on Form CPT, page 1, line 9, Privilege Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Full payment of any amount due for a taxable year is due by the original

due date of the return (without consideration of any filing extensions in place).

C-Corporations must complete and attach

an Alabama Schedule AL-CAR, and enter $10 for the corporate annual report fee on line 6, page 1.

ADOR