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)
• Understanding Business Registration (pdf)
• Declaration of Exemption (pdf)
• 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.)

2010-2011 Registration Renewal Form (pdf)

 
The 2009 Payroll Expense Tax Statement will be available to fill out online starting on or before January 25, 2010. Once the form is filled out online, it must be printed and a paper "hard" copy must be submitted to the Office of the Tax Collector by the end of February. This new process for reporting payroll expense is designed to provide accuracy of calculations, online guidance and ease of use, and efficiency of processing.

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)

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)

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)