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Texas Franchise (Margin) Tax

Levied instead of a corporate income tax

Texas has no corporate income tax. Instead it charges the franchise tax — widely called the "margin tax" — a privilege tax on taxable entities doing business in the state. It applies to corporations, LLCs, LPs and similar entities, but generally not to sole proprietorships or natural-person general partnerships.

The margin tax is unusual because you compute your taxable margin four different ways and use whichever is lowest, then apportion it to Texas and apply a low rate.

Last reviewed June 2026Verified against the Texas Comptroller of Public Accounts’s published guidance for the 2025 tax year.

Estimate your Texas Margin Tax in under a minute.

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Key numbers

$2,470,000

No-tax-due (2025)

$2,650,000

No-tax-due (2026)

0.75%

Standard rate

0.375%

Retail/wholesale rate

0.331%

E-Z rate

Revenue ≤ $20M, elective

Who owes it

  • Entities with annualized total revenue above the no-tax-due threshold ($2.47M for 2025, $2.65M for 2026) owe tax.
  • Below the threshold, no tax is due — but most entities must still file a Public Information Report or Ownership Information Report.
  • Sole proprietorships and most general partnerships owned solely by natural persons are not subject to the tax.

How the tax is calculated

  1. 1Start with total revenue (from your federal return, less Texas exclusions).
  2. 2Compute margin four ways: 70% of revenue; revenue − COGS; revenue − compensation; revenue − $1,000,000.
  3. 3Use the lowest of the four as your margin.
  4. 4Apportion it to Texas (Texas gross receipts ÷ total gross receipts).
  5. 5Apply 0.75% (or 0.375% for retail/wholesale). Entities under $20M revenue may instead elect the 0.331% E-Z computation.

What's excluded from the base

  • The compensation deduction is capped per person ($450k in 2025, $480k in 2026)
  • Certain flow-through funds and items excluded by statute from total revenue
  • Electing the E-Z computation forgoes COGS, compensation, and all credits

Deadlines & filing

Annual reportMay 15
Extension (non-EFT)Nov 15
Late penalty$50 + 5–10%

Texas Franchise Tax Report

Long Form 05-158 or E-Z 05-169 (+ PIR 05-102)

Annual. Due May 15.

Recent changes

  • 2024: the no-tax-due threshold rose to $2.47M and the standalone No Tax Due Report was eliminated (file a PIR/OIR instead).
  • 2026: the threshold rises to $2.65M and the compensation cap to $480,000 per person.

Frequently asked questions