Item Specific

57.  Item 1: My company's EIN is different from that listed; what should I do?

Enter the current EIN if it is different from the one in the address label. This information is needed so that we can avoid sending duplicate report forms to the same location.

back to category

58.  Item 1: What should I report if my company EIN has changed?

Please enter the new EIN on the form and explain in the Remarks section when the change occurred. Complete the form for the full year.

back to category

59.  Item 1: Where is the EIN located on my form?

The EIN can be found in the second line of the address label immediately following the letters "EI".

back to category

60.  Item 2A: How do I update the name/address?

Make any necessary changes directly on the report form. Physical location address changes should be made in Item 2 on the report form.

back to category

61.  Item 2A: My business does not have an address (as such). What should I report?

Describe the physical location referencing distances from cities, major highways, shopping centers, etc. (i.e., 1/2 mile south of Boise on Route 728).

back to category

62.  Item 5 and 22: What is included in sales, shipments, receipts or revenues?

• Cash sales
• Credit sales
• Service receipts
• Rental receipts
• Leasing receipts
• Service agreement
• R&D and prototyping

back to category

63.  Item 7B1: What do I include in Annual Payroll?

Report the payroll which was included on IRS Form 941 (Employer's Quarterly Federal Tax Form Return).

back to category

64.  Item 16A4: What does the Cost of Purchased Electricity include?

Report the total amount actually paid or payable for electric energy purchased during the year from other companies, or received from other establishments of your company.

back to category

65.  Item 16A1: What is included / excluded in Cost of Materials?

Report the delivered cost of materials. That is, the amount paid or payable after discounts, including freight and other direct charges incurred by the establishment in acquiring the materials.

back to category

66.  Item 16A3: What should I report in Cost of Fuels Consumed for Heat and Power?

Report the total amount of actually paid or payable during the year for all fuels consumed for heat, power, or the generation of electricity.

INCLUDE:

• Anthracite and bituminous coal, coke, natural and manufactured gas, fuel oil, liquefied petroleum gas, gasoline, and all other fuels including purchased steam.

back to category

67.  Item 16A3: Where do I report fuels used as raw materials in the production of a product?

Fuels used as raw material in the production of a product should be reported in 16A1 Cost of Materials, Parts, Containers, etc. Used. Fuels used as fuel in the production of a product should be reported in 16A3 Cost of Fuels in the Cost of Materials.

back to category

68.  Item 16A5: Where should I include the cost of contract work?

If any contract work was done by others on materials furnished by your establishment, report the total payments made during the year for such work, including freight in and out, in Item 16A5.

back to category

69.  Item 6: What are E-Shipments?

E-Shipments include the sales or receipts from any transaction completed over the Internet, EDI Network, Intranet, Local Area Network (LAN), Extranet, electronic mail) (E-mail) or other online system. Transactions are agreements between buyer and seller to transfer ownership of, or rights to use goods or services. Payment for these goods or services may or may not be made online.

back to category

70.  Item 6: What are some examples of E-Shipments?

• Online orders accepted for manufactured products by customers
• Online orders for manufactured products by other domestic plants of your company for further assembly, fabrication, or manufacture
• Online Orders accepted by corporate sales office but filled by the manufacturing plant
• Any agreement negotiated online, including electronic mail (E-Mail) between buyer and seller on price and terms of a transfer of ownership of, or rights to use goods or services
• Telephone transactions using interactive voice response systems

back to category

71.  Item 6: What is excluded from E-Shipments?

• Orders for manufactured products by customers over facsimile machine or switched telephone network
• Online billing where the order or contract were not negotiated online

back to category

72.  Item 22: What are Resales?

Resales are products purchased and resold without further manufacturing, processing or assembly and should be included in the Total Value of Products Shipped and Other Receipts (Item 5A) and in Item 22, Total Value of Shipments under code 7700000.
Cost of Resales should be included in (Item 16A2) Products bought and sold as such without further processing.

back to category

73.  Item 22: Our company only does a portion of the work on this product, then sends it to another of our domestic plants to be finished. I'm sure they are reporting this information to you, so should I really be reporting this information?

Yes. Please report this information in 5C - Shipments to Other domestic Plants of Your Company for Further Assembly, Fabrication, or Manufacture.

back to category

74.  Item 22: If I don't see any of my establishment's products listed, what do I do?

1. enter a description for the product(s) you produce in column (a) and,
2. enter the value in column (c)

back to category

75.  Item 22: What should I report for the Value of Products Shipped and Other Receipts?

In general, you should report the value of assigned products shipped net selling value (Factory on Board) after discounts and allowances.

INCLUDE:

• Value of products made elsewhere on a contact basis from materials supplied by this establishment
• Shipments to other establishments (interplant transfers) of the company for further manufacturing, processing or assembly

• Freight charges and excise taxes
• Resales or sales of products bought and resold without further manufacturing (report the value of resales under the Product Code 9998900).
• Rental receipts for leases outstanding

back to category

76.  Item 30: Why is there a certification question on the forms?

This item certifies that the form has been completed accurately and according to instructions.

The company contact name and telephone number provides us with a contact if any questions regarding the reported data arise.

back to category