Free Vermont Bi 472 Template

Free Vermont Bi 472 Template

The Vermont BI-472 form is a tax document used by businesses to report their income and losses for the state of Vermont. This form helps determine the amount of business income that is apportioned to Vermont and any income that is directly allocable to the state. For accurate reporting, complete the form carefully and ensure all amounts are entered in whole dollars.

Ready to fill out the Vermont BI-472 form? Click the button below to get started!

Create Your Vermont Bi 472 Online

The Vermont BI-472 form plays a crucial role for businesses operating in the state, particularly for those filing as partnerships or S corporations. This form is designed to report various types of income and losses, ensuring that entities accurately disclose their financial activities for the fiscal year. It requires businesses to provide details such as ordinary business income, net rental income, and capital gains or losses, all of which are essential for determining the entity's overall tax obligations. Additionally, the BI-472 includes sections for guaranteed payments and deductions, allowing businesses to account for specific financial scenarios. By calculating apportioned income and Vermont-sourced income, the form helps businesses understand their tax responsibilities within the state. The final sections of the form address the income passed through to nonresidents and any estimated payment requirements, making it a comprehensive tool for tax reporting. Completing the BI-472 accurately is vital for compliance and to avoid potential penalties, highlighting the importance of understanding its components and requirements.

Other PDF Forms

Preview - Vermont Bi 472 Form

 

 

 

 

 

Vermont Non-Composite

 

 

 

*184721100*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule BI-472

 

 

 

* 1 8 4 7 2 1 1 0 0 *

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PRINT in BLUE or BLACK INK

 

 

 

 

 

 

 

ATTACH TO FORM BI-471

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Entity Name (same as on Form BI-471)

 

Fiscal Year Ending (YYYYMMDD)

FEIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Place an “X” in the box left of the line number to indicate a loss amount.

 

 

 

 

 

 

 

Enter all amounts in whole dollars.

 

1.

 

Ordinary Business Income (federal Form 1120S, Line 21 or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

federal Form 1065, Line 22)

 

 

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

2.

 

Net Rental Real Estate Income (federal Form 1120S, Schedule K, Line 2, or

 

 

loss

 

 

 

 

 

 

 

 

 

 

 

 

 

Check to

2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

federal Form 1065, Schedule K , Line 2)

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

3.

 

Other Net Rental Income (federal Form 1120S, Schedule K, Line 3c, or

 

 

loss

 

 

 

 

 

 

 

 

 

 

 

 

 

Check to

3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

federal Form 1065, Schedule K, Line 3c)

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

loss

 

 

 

 

 

 

 

 

 

 

4.

 

Guaranteed Payments (Partnership only - federal Form 1065, Schedule K, Line 4)

4

 

 

.00

 

 

 

 

 

 

 

5.

 

Net short term and long term capital gains or losses. (federal Form 1120S,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule K, Lines 7 and 8a, or federal Form 1065, Schedule K, Lines 8 and 9a.). . .

 

 

5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

6.

 

Net section 1231 gain or loss. (federal Form 1120S, Schedule K, Line 9, or

 

 

loss

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check to

 

 

 

 

 

 

 

 

 

 

 

 

 

federal 1065, Schedule K Line 10)

 

6

 

 

 

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

7.

 

Other income or loss. (federal Form 1120S, Schedule K, Line 10, or

 

 

 

loss

 

 

 

 

 

 

 

 

 

 

Check to

7

 

 

 

 

 

 

 

 

 

 

 

 

federal Form 1065, Schedule K, Line 11.)

 

ç indicate

 

 

.00

 

 

8.

 

Section 179 Deduction (federal Form 1120S, Schedule K, Line 11 or

 

 

 

loss

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Federal Form 1065, Schedule K, Line 12)

8

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9.

 

Apportionable income (Add Lines 1-7, then subtract Line 8)

 

Check to

9

 

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

loss

 

 

 

 

 

10.

Apportionment percentage (From Schedule BA-402, or 100%)

10

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11.

Business Income Apportioned to Vermont (Multiply Line 9 by Line 10)

 

Check to

11

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

12.

Income directly allocable to Vermont generated by this entity

 

 

 

loss

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Capital gain on real estate and physical assets located in Vermont, royalties on

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

property located in Vermont, etc.)

 

Check to

12

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

13.

Vermont business income distributed to this entity by a

 

loss

 

 

 

 

 

 

 

 

 

 

 

Check to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

different entity via Schedule K-1VT

 

13

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

14.

Vermont sourced capital gain distributed to this entity via

 

loss

 

 

 

 

 

 

 

 

 

 

 

Check to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule K-1VT

 

14

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

15.

Other Vermont sourced income distributed to this entity by a

 

loss

 

 

 

 

 

 

 

 

 

 

 

Check to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

different entity via Schedule K-1VT

 

15

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

loss

Check to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16.

Total Vermont Net Income (Add Lines 11 through 15)

 

16

 

 

 

 

 

 

 

 

 

 

ç indicate

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

loss

 

 

 

 

 

 

17.

Percentage of income from Line 16 passed through to nonresidents

 

17

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18.

Total income passed through to nonresidents (Multiply Line 16 by Line 17)

 

Check to

 

 

 

 

 

 

 

 

 

 

 

ç indicate

18

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

loss

 

 

 

 

 

 

19.

Nonresident estimated payment requirement (Multiply Line 18 by 6.6%)

 

19

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5454

 

Schedule BI-472

Page 1 of 1

Rev. 10/18

Similar forms

The Vermont BI-472 form is similar to the IRS Form 1065, which is used by partnerships to report income, deductions, gains, and losses from the operation of a partnership. Both forms require detailed reporting of business income and expenses, allowing for accurate tax calculations. The BI-472 specifically focuses on Vermont-related income and deductions, while Form 1065 is a federal document that applies to partnerships across the United States. The information reported on both forms is essential for determining the taxable income and ensuring compliance with tax regulations.

Another document that shares similarities with the Vermont BI-472 is IRS Form 1120S, which is used by S corporations to report income, deductions, and credits. Like the BI-472, Form 1120S requires the reporting of ordinary business income and various types of income or losses. Both forms also include provisions for capital gains and losses. However, while the BI-472 focuses on Vermont-specific requirements, Form 1120S is designed for federal tax purposes, highlighting the differences in jurisdiction and regulatory compliance.

The Schedule K-1, which is issued as part of both Form 1065 and Form 1120S, is another document that aligns closely with the Vermont BI-472. Schedule K-1 reports each partner's or shareholder's share of income, deductions, and credits from the partnership or S corporation. The BI-472 references K-1s to determine Vermont-sourced income distributed to the entity. This connection emphasizes the importance of K-1s in accurately reporting income that is subject to state taxation, ensuring that all income is accounted for in the tax filings.

In navigating the various tax forms, it's essential to utilize resources that provide clarity and legal compliance, such as the TopTemplates.info website, which offers a variety of templates, including the Bill of Sale form. This document is invaluable for individuals engaging in the sale of personal property, ensuring that all necessary details are meticulously recorded and recognized legally.

Form BI-471, which serves as the primary tax return for businesses in Vermont, is also similar to the BI-472. The BI-471 collects general information about the entity, including its name, FEIN, and fiscal year. The BI-472 complements this form by providing detailed income calculations specific to Vermont. Together, these forms ensure that businesses report their financial activities comprehensively, adhering to state tax laws while providing a complete picture of their income and expenses.

Additionally, the IRS Form 8825, which is used to report income and expenses from rental real estate, shares similarities with the BI-472. Both forms require the reporting of net rental income and losses, allowing for deductions related to rental properties. The BI-472 specifically focuses on Vermont's tax implications, while Form 8825 is utilized for federal tax purposes. This similarity highlights the importance of accurately reporting rental income, whether for state or federal tax compliance.

Lastly, the Vermont Schedule BA-402 is relevant as it assists in determining the apportionment percentage of business income. This schedule is referenced in the BI-472 to calculate the portion of income that is taxable in Vermont. While the BI-472 focuses on reporting income and deductions, the BA-402 provides the necessary calculations for determining how much of that income is subject to Vermont taxes. This relationship between the two documents ensures that businesses can accurately apportion their income based on their operations within the state.

Misconceptions

  • Misconception 1: The BI-472 form is only for businesses operating in Vermont.
  • This form is used by entities that may have income sourced from Vermont, regardless of where the business is based.

  • Misconception 2: Only corporations need to file the BI-472.
  • Partnerships and other pass-through entities also need to complete this form if they have Vermont-sourced income.

  • Misconception 3: The BI-472 form is optional if the business has a loss.
  • Even if a business reports a loss, it must still file the BI-472 to properly document its income sources.

  • Misconception 4: The form is only relevant for tax purposes.
  • In addition to tax obligations, the BI-472 helps track business performance and income allocation.

  • Misconception 5: You can use any ink color to fill out the form.
  • The instructions specify using blue or black ink to ensure legibility and proper processing.

  • Misconception 6: All income must be reported in the same way as federal forms.
  • While the BI-472 references federal forms, it has specific requirements for Vermont income that may differ.

  • Misconception 7: The form does not require any supporting documentation.
  • It's essential to keep records of income sources and deductions, as they may be requested for verification.

  • Misconception 8: The BI-472 can be submitted without the BI-471.
  • The BI-472 must be attached to the BI-471, as it complements the information provided in that form.

  • Misconception 9: You can estimate your income for the BI-472.
  • All amounts reported must be in whole dollars, and accurate figures should be derived from your financial records.

  • Misconception 10: The BI-472 is the final step in the filing process.
  • After submitting the BI-472, businesses may have additional obligations, including estimated payments and compliance checks.