Oregon 20 V Template

Oregon 20 V Template

The Oregon 20 V form serves as a Corporation Tax Payment Voucher, designed for businesses to submit various types of tax payments to the state. It is applicable for tax dues related to original returns, extensions, estimated payments, and amended returns. Specifically, this voucher is essential for ensuring payments are correctly processed when not submitted electronically or associated with pass-through entity withholding.

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In the landscape of tax-related documentation, the Oregon 20-V form emerges as a critical piece for corporations within the state aiming to navigate their tax payments efficiently. This voucher, detailed by the Oregon Department of Revenue, serves as a conduit for a variety of payments including those for original tax returns, either e-filed or mailed separately, payments required by the original return’s due date in the instance of an extension, estimated tax payments, and any taxes due for amended returns filed for any year. Notably, the form stipulates who should not use it, especially highlighting scenarios where payments are made electronically or are related to pass-through entity withholdings, suggesting the use of Form TPV-19 instead. Essential for the accurate processing of payments, the form requires details such as the check of the calendar or fiscal tax year box, and if applicable, specifics of the fiscal year period. Moreover, it mandates providing the Oregon business identification number (BIN) or, for first-time filers, indicating such status to be assigned a BIN, alongside the federal employer identification number (FEIN). Instructions also cover the method of making payments to the Oregon Department of Revenue, including the precise details to include on the check to ensure proper crediting of accounts, and provides mailing addresses differentiated by payment types. Furthermore, it underscores that the use of this voucher does not grant an extension to file, while at the same time recognizing the federal extension and how to denote an Oregon-only extension. The form represents an essential tool for corporations in Oregon, ensuring compliance and streamlining the process of tax payments.

Preview - Oregon 20 V Form

 

 

 

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FORM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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20-V

 

 

 

 

 

 

 

 

 

Oregon Corporation Tax Payment Voucher Instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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8

 

Use this voucher to send the following payments:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8

 

 

 

 

 

 

9

 

• Tax due for original return, which has been e-filed or mailed separately.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9

 

 

 

 

 

 

10

 

• Tax due by the original return’s due date if you are filing for an extension on your return.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10

 

 

 

 

 

 

11

 

• Estimated tax payments.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11

 

 

 

 

 

 

12

 

• Tax due for an amended return filed for any year.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12

 

 

 

 

 

 

13

 

Do not use this voucher if:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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14

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14

 

 

 

 

 

 

15

 

• Payment is being sent electronically.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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• Payment is for pass-through entity withholding, instead use Form TPV-19 (see Form OR-19, 150-101-182).

 

 

 

 

 

 

 

 

 

 

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Required for accurate processing:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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19

 

Check the calendar or fiscal tax year box. If you are a fiscal year filer, fill in the beginning and ending dates of your

 

 

 

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20

 

 

 

 

20

 

 

 

 

 

 

 

 

 

tax year.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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21

 

 

 

 

 

 

 

• Enter your BIN (Oregon business identification number, NOT your Oregon registry number), if known. If this is

 

 

 

 

 

 

 

 

 

 

22

 

 

 

 

 

22

 

 

 

 

 

 

 

 

 

your first filing with the department, check the first-time filer box and leave blank; a BIN will be assigned.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

23

 

 

 

 

 

 

 

 

 

 

 

 

23

 

 

 

 

 

 

 

• Enter your FEIN (federal employer identification number), required.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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• Check the Composite Return box only if you are a pass-through entity making a payment on behalf of corporate

 

 

 

 

 

 

 

 

 

 

 

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25

 

 

 

 

 

 

 

 

 

owners electing to be part of a composite return.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

26

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Make your check payable to: Oregon Department of Revenue. To ensure proper credit to your account, write the filer’s

 

 

27

 

 

 

 

 

 

28

 

name, BIN or FEIN, and tax year on your check.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

28

 

 

 

 

 

 

29

 

Mailing information:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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30

 

 

 

 

 

 

31

 

Estimated and extension payments:

 

 

 

 

 

 

 

 

 

 

Oregon Department of Revenue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

31

 

 

 

 

 

 

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PO Box 14780

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Salem OR 97309-0469

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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35

 

All other payments:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Oregon Department of Revenue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

35

 

 

 

 

 

 

36

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PO Box 14790

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Salem OR 97309-0470

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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38

 

 

 

 

 

 

39

 

 

 

 

Note: This voucher is not an extension to file. Oregon accepts the federal extension. If you need an Oregon-only

 

 

 

 

 

 

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41

 

 

 

 

extension, fill out the federal extension form and write “for Oregon only” at the top. Do not send a copy now.

 

 

 

 

 

 

 

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42

 

 

 

 

Include the federal extension form when you file your Oregon return and check the “Extension” box on the Oregon

 

 

 

 

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return.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

43

 

 

 

 

 

 

44

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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45

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Visit www.oregon.gov/dor/business/forms-corporation.shtml to print more vouchers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

45

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

46

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

46

 

 

 

 

 

 

 

 

OREGON CORPORATION TAX PAYMENT VOUCHER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FORM

 

 

 

 

 

Department of Revenue Use Only

 

 

 

 

 

 

 

 

 

47

 

 

 

 

 

 

 

 

 

 

 

 

 

20-V

 

 

 

 

 

47

 

 

 

 

 

 

 

 

150-102-172 (Rev. 10-10)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Payment type (check only one):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

48

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

48

 

 

 

 

 

 

49

 

Tax year (check only one):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

X Original return

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax return type (check only one):

 

 

 

49

 

 

 

 

 

 

50

 

 

X Calendar year:

 

YYYY

 

 

 

 

 

 

 

 

 

 

 

 

 

X Extension payment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

50

 

 

 

 

 

 

51

 

 

X Fiscal year— Begins: MM /DD/Y YYY

 

 

 

 

X Estimated payment

 

 

 

 

 

 

 

 

 

 

 

(200)

X Excise (Form 20, 20–S, or 20–INS)

 

51

 

 

 

 

 

 

52

 

 

 

 

 

 

 

 

 

 

 

 

Ends: MM/D D/YYY Y

 

 

 

 

X Amended return

 

 

 

 

 

 

 

 

 

 

 

 

 

(202)

X Income (Form 20–I or 20–S)

 

 

 

 

52

 

 

 

 

 

 

53

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(204)

X Composite Return

 

 

 

 

 

 

 

 

 

53

 

 

 

 

 

 

54

 

BIN: 1 23 456 78 -9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter payment amount

 

 

 

 

 

 

 

54

 

 

 

 

 

 

55

 

 

FEIN: 1 2- 345 67 89

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

. 0

 

0

 

 

55

 

 

 

 

 

 

56

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

56

 

 

 

 

 

 

57

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

57

 

 

 

 

 

 

58

 

X First-time filer

 

 

 

 

 

 

Name of filer on return:

 

XX X XX XX X XX XX X XX XX X XX XX X XX XX X XX XX X XX

 

 

 

 

 

 

 

 

 

 

 

 

58

 

 

 

 

 

 

59

 

X New name or address

 

 

Filer address: XXXXX XXX XX XX X XX XX X XX XX X XX XX X XX XX X XX

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

59

 

 

 

 

 

 

60

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City: XXXXX XXXXX XXX XX XX X XX X

 

 

 

 

State: X X

 

 

 

 

ZIP code: X X XX X- X X XX

 

 

 

 

 

 

 

60

 

 

 

 

 

 

61

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

61

 

 

 

 

 

 

62

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

62

 

 

 

 

 

 

63

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

123456789ABCD0000000000000010112020412100

 

63

 

 

 

 

 

 

64

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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66

 

 

 

File Features

Fact Detail
Type of Payments Allowed Tax due for original return, extension payments, estimated tax payments, and tax due for amended returns.
Payment Exclusions Does not apply to electronic payments or payments for pass-through entity withholding.
Identification Requirements Requires BIN (Oregon Business Identification Number) and FEIN (Federal Employer Identification Number).
Special Instructions for First-Time Filers Check the first-time filer box and leave BIN section blank if unknown; a BIN will be assigned.
Payment Address Different addresses provided for estimated and extension payments vs. all other payments.
Governing Law Guided by Oregon state law and administered by the Oregon Department of Revenue.

Detailed Steps for Using Oregon 20 V

When the time comes to navigate through your tax obligations in Oregon, particularly for corporations, you'll find yourself dealing with various forms and documents. One key player in this domain is the Oregon 20-V form, a crucial piece necessary for tackling corporation tax payments in a streamlined manner. This form, specifically designed to facilitate the payment of taxes due for original returns, extensions, estimated payments, and amendments, represents a direct line between your corporation and the Oregon Department of Revenue. Crafting a proper submission not only ensures compliance but also aids in preventing potential hiccups in your corporation's financial dealings with state authorities.

  1. Identify the purpose of your payment: Determine whether your payment is for an original return, an extension, estimated taxes, or an amended return. This distinction will guide you through how to appropriately mark the form.
  2. Check the applicable tax year box: Specify if you are filing for a calendar year or a fiscal year. If selecting a fiscal year, you must include both the beginning and ending dates.
  3. Provide your Oregon Business Identification Number (BIN): If known, enter your BIN in the designated space. If this is your first filing and a BIN has not been assigned yet, indicate that you are a first-time filer by checking the appropriate box.
  4. Enter your Federal Employer Identification Number (FEIN): This number is obligatory and must be filled in.
  5. If applicable, check the Composite Return box: Do this only if you are a pass-through entity making a payment on behalf of corporate owners electing to be part of a composite return.
  6. Prepare your payment: Make a check payable to the "Oregon Department of Revenue." On the check, write the filer's name, BIN or FEIN, and tax year to ensure the payment is credited correctly.
  7. Provide filer information: Fill in the name and address of the filer making the return, ensuring it matches the information on the corresponding tax return.
  8. Mail the completed form: Depending on the type of payment, send the form and payment to the correct address. For estimated and extension payments, use the Salem PO Box ending in 468; for all other payments, use the Salem PO Box ending in 470.

Following these steps systematically will help in the successful submission of the Oregon 20-V form. It’s a straight path towards ensuring that your corporation is adhering to its tax responsibilities, without unwarranted delay or error. Remember, accurate and timely payments are vital to maintaining the fiscal health of your enterprise and avoiding potential penalties. Should you need further clarification, the Oregon Department of Revenue's website provides additional resources and forms, helping navigate through the complexities of state tax obligations.

Important Points on This Form

What is the Oregon 20-V form used for?

The Oregon 20-V form serves as a corporation tax payment voucher to accompany various types of tax payments to the Oregon Department of Revenue. It is specifically used for tax due on an original return, whether it has been e-filed or mailed, tax due by the original return's due date if filing for an extension, estimated tax payments, and tax due for an amended return filed for any tax year.

When should the Oregon 20-V form not be used?

This voucher should not be used if the payment is being made electronically or if the payment is related to pass-through entity withholding. In the case of the latter, Form TPV-19 should be used instead.

What information is required to complete the Oregon 20-V form accurately?

To ensure accurate processing of the Oregon 20-V form, filers must:

  • Indicate whether they are filing for a calendar or fiscal tax year, including the start and end dates for fiscal filers.
  • Enter their Oregon Business Identification Number (BIN) if known, or check the box for first-time filers.
  • Provide their Federal Employer Identification Number (FEIN).
  • Check the Composite Return box if making a payment on behalf of corporate owners electing to be part of a composite return.

How should the payment be made to the Oregon Department of Revenue?

Payments should be made payable to the Oregon Department of Revenue. Filers must also include their name, BIN or FEIN, and the tax year on their check to ensure the payment is credited properly to their account.

Where should the Oregon 20-V form and payment be mailed?

The mailing address depends on the type of payment:

  • For estimated and extension payments, use: Oregon Department of Revenue, PO Box 14780, Salem, OR 97309-0469.
  • For all other payments: Oregon Department of Revenue, PO Box 14790, Salem, OR 97309-0470.

Does the Oregon 20-V form grant an extension to file?

No, the Oregon 20-V form does not serve as an extension to file. Oregon accepts the federal extension directly. If filers need an Oregon-only extension, they should fill out the federal extension form with "for Oregon only" written at the top and include this when filing their Oregon return, checking the "Extension" box on the return.

Where can additional Oregon 20-V forms be obtained?

Additional Oregon 20-V forms can be printed from the Oregon Department of Revenue's website at www.oregon.gov/dor/business/forms-corporation.shtml.

Is a Business Identification Number (BIN) necessary for filing the Oregon 20-V?

Yes, a BIN is necessary for filing the Oregon 20-V. However, if you are a first-time filer and do not have a BIN, you can leave this section blank and check the first-time filer box. A BIN will be assigned to you.

What should be done if your corporation's name or address has changed?

If the name or address of your corporation has changed, you should indicate this on the Oregon 20-V form by checking the appropriate box and ensuring the new name or address is included on your payment voucher.

Common mistakes

  1. Failing to specify the tax year: Individuals often overlook checking the box to indicate whether they are paying for a calendar year or a fiscal year. Additionally, fiscal year filers sometimes forget to fill in the beginning and ending dates of their tax year, leading to confusion and processing delays.

  2. Incorrect or missing Oregon Business Identification Number (BIN): Mistakenly entering the wrong BIN or omitting it altogether is a common error. First-time filers should note the specific instructions to leave the BIN section blank and check the first-time filer box, which is frequently overlooked.

  3. Omitting the Federal Employer Identification Number (FEIN): This required information is sometimes neglected. The absence of a FEIN can halt the processing of the form, as it is vital for proper identification and record-keeping.

  4. Improper payment designation: Taxpayers occasionally make the mistake of not clearly marking the payment's purpose, such as for an original return, an extension, an estimated payment, or an amended return. This error can lead to misapplication of funds.

  5. Making the check payable incorrectly: The check should be made payable to the Oregon Department of Revenue. Errors occur when the check is made out incorrectly or to an outdated or incorrect entity, resulting in potential processing delays or rejections.

  6. Inaccurate mailing address: Using an outdated or incorrect mailing address is a mistake that can lead to the loss of payment or delay in processing. Users must distinguish between the addresses for estimated and extension payments versus all other payments.

Other considerations:

  • Electronically submitted payments do not require this form, yet individuals sometimes complete it unnecessarily. It's vital to recognize when digital processes supersede the need for paper documentation.

  • Not writing the filer’s name, BIN or FEIN, and tax year on the check is another oversight. This information is crucial for ensuring the payment is credited to the correct account and tax year.

Documents used along the form

When dealing with tax-related matters in Oregon, especially for corporations, the Oregon 20-V form is one key piece of documentation used to facilitate tax payments efficiently. However, this form is often not the only document needed throughout the tax filing process. Several other forms and documents may come into play, each serving its unique purpose to ensure compliance and accuracy in reporting to the Oregon Department of Revenue.

  • Form OR-20: This is the Oregon Corporation Excise Tax Return form. It's utilized by corporations to report their income, calculate tax liability, and outline deductions. Filing this return is mandatory for most corporations doing business in Oregon.
  • Form OR-20-INS: Specifically designed for insurance companies, this form is used to file taxes under the Oregon Insurance Excise Tax. It addresses the unique financial and tax situations encountered by insurance providers operating within the state.
  • Form OR-65: Employed by partnerships, this form, known as the Oregon Partnership Return of Income, details the income, gains, losses, deductions, and credits from the operation of a partnership. It's critical for partnerships looking to ensure transparent and compliant tax reporting.
  • Form 40: The Individual Income Tax Return form for the state of Oregon. While not directly related to corporate taxation, it can be relevant for owners, partners, or shareholders who need to report their share of company income on their personal tax returns.

Each of these forms plays a vital role in the tax preparation and filing process for different entities within Oregon. They ensure the state's tax laws are properly observed, while also assisting taxpayers in fulfilling their obligations with clarity and precision. Whether you're filing for a corporation, insurance company, partnership, or as an individual associated with these entities, understanding the purpose and requirements of each document can help streamline the tax process, making it more manageable and less prone to errors.

Similar forms

The Oregon 20-V form, designed for corporation tax payments, shares functions with the IRS Form 1040-ES. This document is used for estimated tax payments for individuals, similar to how the 20-V is used for corporations in Oregon. Both forms help taxpayers comply with paying taxes in advance, reducing the risk of underpayment penalties.

Another comparable form is the IRS Form 4868, which is the Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. Like the Oregon 20-V mentions handling payments for returns with an extension, Form 4868 allows individuals extra time to file. However, it still requires estimated taxes to be paid by the original due date, aligning with the 20-V's function for extension payments.

The Form TPV-19, mentioned in the 20-V instructions as an alternative for pass-through entity withholding, also mirrors the purpose of managing specific tax payments. While the 20-V deals with corporation tax payments, the TPV-19 focuses on withholding requirements, illustrating the tailored approach tax forms take based on entity structure and tax responsibility.

The Oregon Form OR-19, connected to the TPV-19, further exemplifies specialized tax documentation by detailing the requirements and processes for withholding from nonresident members by pass-through entities. It complements the 20-V form by catering to a different aspect of tax handling, focusing on income distributed by entities to their members.

Similar to federal forms, state-specific documents like California's Form 540-ES, intended for personal income tax estimated payments, align with the 20-V's goal of facilitating prepayments on tax liabilities. Both forms serve to help taxpayers manage their estimated taxes, although they cater to different types of taxpayers and jurisdictions.

Form 7004, the Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns, parallels the Oregon 20-V's component for extension payments. It allows businesses, much like individuals with Form 4868, extra time to file their returns while emphasizing the need to estimate and pay taxes by the original deadline.

Another example is the IRS Form 8809, the Application for Extension of Time To File Information Returns. This form, while not directly correlating to tax payments, shares the philosophy of granting more time under certain circumstances, indicating the flexibility present in tax filing and payment frameworks similar to what's provided by the Oregon 20-V.

The IRS Form 941, used for reporting payroll taxes, indirectly relates to the Oregon 20-V through its role in tax collection. Both forms are vital for compliance, with the 941 focusing on the employer's responsibility for withholding and reporting employees' taxes, demonstrating the broad scope of tax documents and their specific focuses.

On a larger scale, the IRS Form 1120, the U.S. Corporation Income Tax Return, is inherently connected to the Oregon 20-V, as both deal with corporate taxes, albeit at different government levels. Form 1120 lays out the income, gains, losses, deductions, credits, and figures the income tax liability of corporations, showcasing the complexity and need for accurate tax reporting and payment.

Last but not least, IRS Form 1120-S, for S corporations, highlights the varying tax reporting and payment requirements depending on the corporation's classification. Similar to the Oregon 20-V's role for corporations in Oregon, Form 1120-S addresses S corporations' specific needs at the federal level, emphasizing the tailored approach tax authorities take towards different entities.

Dos and Don'ts

When preparing to use the Oregon 20-V form for corporate tax payments, there are specific guidelines one should follow to ensure the process is completed correctly and efficiently. The Oregon 20-V form is used for sending various types of tax payments, including those for original returns, extensions, estimated tax payments, and amended returns. Here are some essential dos and don'ts:

  • Do use this voucher if you're paying tax due for an original return that has been e-filed or mailed separately.
  • Do send estimated tax payments or extension payments with this form, ensuring you meet deadlines to avoid penalties.
  • Do carefully fill in your Oregon Business Identification Number (BIN) if known, or mark the box if you're a first-time filer so that a BIN can be assigned to you.
  • Do include your Federal Employer Identification Number (FEIN) on the form, as this is required for accurate processing.
  • Do check the appropriate box to indicate the type of tax payment you are making (e.g., original return, extension payment, estimated payment).
  • Do not use this form for pass-through entity withholding payments; instead, use Form TPV-19.
  • Do not forget to write your name, BIN or FEIN, and tax year on the check you're sending to ensure proper credit to your account.
  • Do not use this voucher for sending payments electronically. Electronic payments should be processed through the designated electronic channels.
  • Do not consider this form as an extension to file your return. Remember, Oregon accepts the federal extension, but if you need an Oregon-only extension, use the federal extension form and write “for Oregon only” on it.
  • For further details or to obtain additional vouchers, visiting the Oregon Department of Revenue website is advisable. Efficient handling and accurate completion of the Oregon 20-V form contribute significantly to the smooth processing of corporate tax payments.

Misconceptions

There are many misconceptions about the Oregon 20-V form, a crucial document for corporations making tax payments in Oregon. Let's clear up some of the most common misunderstandings.

  • It's only for annual tax returns: The Oregon 20-V form is versatile, used for original return tax due payments, extension filings, estimated tax payments, and amended returns. It's not solely for annual tax filings as often thought.

  • Electronic payments require a 20-V form: If you're sending your payment electronically, the 20-V form isn't needed. This form is for those making payments via mail or in cases where electronic payment isn't an option.

  • It serves as an extension to file: Filing a 20-V form with your payment does not grant you an extension to file your tax return. For that purpose, you need to adhere to the extension procedure outlined by the state, utilizing the federal extension form when applicable.

  • The form is for individual tax payments: The 20-V form is specifically designed for corporation tax payments, including S corporations, C corporations, and LLCs treated as corporations. It's not intended for individual or personal tax payments.

  • All businesses know their BIN: If you're a first-time filer or don't know your Business Identification Number (BIN), you can leave this section blank on the 20-V form. The Department will assign a BIN if necessary, making it accessible even to new business owners.

  • Pass-through entity payments can be made with this form: For pass-through entity withholding, a different form, TPV-19, should be used, not the 20-V form. This mistake can lead to processing errors and misapplied payments.

Understanding these points about the Oregon 20-V form can help ensure that tax payments for corporations are handled accurately and efficiently, avoiding common pitfalls and misconceptions.

Key takeaways

Understanding the Oregon 20-V form is crucial for corporations managing their tax obligations in the state. Here are key takeaways that can simplify this process and help ensure compliance:

  • The Oregon 20-V form is utilized for various tax payments including the balance due for the original return, extension payments, estimated tax payments, and tax due for an amended return.
  • It is important not to use this voucher if your payment is being sent electronically or if it pertains to pass-through entity withholding, for which Form TPV-19 should be used instead.
  • For accurate processing, specific information is required such as the tax year, Oregon Business Identification Number (BIN), and Federal Employer Identification Number (FEIN). New filers without a BIN should mark the designated box for first-time filers.
  • When making a payment, checks should be made payable to the Oregon Department of Revenue. It’s essential to include the filer’s name, BIN or FEIN, and the tax year on the check to ensure proper credit to your account.
  • Different mailing addresses are provided for estimated and extension payments versus all other types of payments, emphasizing the need to send your documentation to the correct address for efficient processing.
  • The form also clarifies that utilizing this voucher does not grant an extension to file. Oregon acknowledges the federal extension, but if an Oregon-only extension is needed, the federal extension form should be marked accordingly and included when the state return is filed.

Visit the official Oregon Department of Revenue website for additional resources and to print more vouchers if needed. Proper adherence to these guidelines ensures a smoother process in meeting your corporation’s tax obligations in Oregon.

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