Business Forms

Use our forms center to download many of the tax forms issued by the Treasurer and Tax Collector. The downloaded forms are considered official documents and can be mailed or faxed to our office. All downloadable forms are available in one or more of the following formats:

Adobe Acrobat (PDF) | HTML | Microsoft Excel

Business Registration, Applications, and Information

• Sole Proprietorship Application (pdf)
• Partnership/Corporation/LLC Application (pdf) (This application is also used for an LLP, LP, Joint Venture)
• Understanding Business Registration (pdf) (Use this information sheet to determine your Registration Fees)
• Declaration of Exemption (pdf) (Exempt entities must provide proof of exemption and a  completed Business Registration Certificate application when submitting the Declaration of Exemption.)
• Updates to Business Account Information (pdf)
  (Use this form to update an address, to add or inactivate a dba, or to make other miscellaneous changes.)
• Declaration of Closed Business or Change in Ownership (pdf)
  (Use this form to inactivate an account that is no longer conducting business in San Francisco or that has changed owners or ownership type. A final Payroll Expense Tax Statement must be filed for the year in which business ceased in San Francisco, even if there was no taxable payroll expense, and should be filed with the Declaration of Closed Business form.)

Payroll Statement for businesses closing in San Francisco in 2010

• 2010 EZ Payroll Tax Statement (pdf)
• 2010 LG Payroll Tax Statement (pdf)

2009 Payroll Expense Tax Statements and 2010-2011 Registration Renewal Forms.

Use these forms if your business was registered with the Office of the Treasurer and Tax Collector during or after January 2010 and your San Francisco Start Date was during the calendar year 2009.

• 2009 EZ Payroll Tax Statement and 2010-2011 Registration Form (pdf)
• 2009 LG Payroll Tax Statement and 2010-2011 Registration Form (pdf)
• General Information & Instructions: 2010-2011 Business Registration Renewal & 2009 Payroll Tax Statement (pdf)

Prior Year Business Registration & Payroll Expense Tax Forms

Miscellaneous Forms & Information

• Find your NAICS code
• Duplicate registration certificate affidavit (pdf)
• Request for Business Tax Refund
• Request for Extension (pdf)
• Request for Information - Basic (pdf)
• Request for Information - Complex (pdf)
• Business Wire Transfer (pdf)
  

Roofer Tag Forms

• 2010 Roofer Vehicle application (pdf)
• 2010 Roofer Vehicle Notice (pdf)
• 2009 Roofer Vehicle Application (pdf)
• 2009 Roofer Vehicle Notice (pdf)

Tourism Improvement District (TID)

• TID Quarterly Statement (pdf)
• TID Refund Form(pdf)
• TID FAQs (pdf)
• TID Waiver Form(pdf)
• TID Exemption Form(pdf)

Third Party Tax Forms

• Hotel Tax (pdf)
  
• Hotel Tax Exemption Forms (pdf)
• Hotel Certificate of Authority Application (pdf)
• ParkingTax (pdf)
• Parking Certificate of Authority Application (pdf)
• Access Line Statement (pdf)
• Utility Users Tax Statement (pdf)

Tax Exclusion Forms

• Biotechnology Exclusion (pdf)
• Clean Technology Exclusion (pdf)

Tax Credit

If you conduct business in San Francisco, or plan to, you may be eligible for the following tax credit:

Current Year Enterprise Zone Tax Credit

• 2009 Enterprise Zone Tax Credit Guide (pdf)

Prior Year Enterprise Zone Tax Credit

• 2008 Enterprise Zone Tax Credit Guide (pdf)
• 2007 Enterprise Zone Tax Credit Guide (pdf)
• 2006 Enterprise Zone Tax Credit Guide (pdf)
• 2005 Enterprise Zone Tax Credit Guide (pdf)