Official Louisiana 1029 Sales Template in PDF Fill Out My Document Online

Official Louisiana 1029 Sales Template in PDF

The Louisiana 1029 Sales Form is a crucial document used for reporting sales tax in the state of Louisiana. Specifically designed for businesses, this form allows them to detail their gross sales, deductions, and the tax due for a specific filing period. If you are ready to file your sales tax return, please fill out the Louisiana 1029 Sales Form by clicking the button below.

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Document Overview

Fact Name Description
Form Identification The Louisiana 1029 Sales form is officially titled "Sales Tax Return" and is used for reporting sales tax in the state of Louisiana.
Effective Date This form should not be used for filing periods prior to August 2020, as it was introduced in that month.
Governing Laws The form is governed by Louisiana state tax laws, specifically those related to sales and use tax as outlined in the Louisiana Revised Statutes.
Filing Deadline The completed form is due on or before the 20th day following the taxable period it covers. If this date falls on a weekend or holiday, the due date shifts to the next business day.
Tax Calculation Tax due is calculated by multiplying the amount taxable (Line 6) by 4.45% as indicated on the form.
Vendor's Compensation Vendors may claim a compensation of 0.944% on the total payment due, provided the payment is not delinquent, with a cap of $1,500.

Detailed Steps for Writing Louisiana 1029 Sales

Filling out the Louisiana 1029 Sales form is an important step for businesses to report their sales tax accurately. This process involves gathering your sales data, calculating the necessary figures, and ensuring that all required information is provided. Below are the steps to complete the form effectively.

  1. Gather Necessary Information: Collect all relevant sales data for the filing period, including gross sales, deductions, and any applicable exemptions.
  2. Enter Filing Period: Indicate the filing period on the form, ensuring it is for a date after August 2020.
  3. Fill in NAICS Code: Input your U.S. NAICS Code in the designated field.
  4. Report Gross Sales: Enter the total gross sales of tangible personal property on Line 1.
  5. Input Cost of Goods: On Line 2, report the cost of tangible personal property that was used, consumed, or stored in Louisiana.
  6. Leases and Services: Record any leases, rentals, and services on Line 3, excluding motor vehicle leases or rentals.
  7. Calculate Total Sales: Add the amounts from Lines 1 through 3 and enter the total on Line 4.
  8. Enter Deductions: On Line 5, input the total allowable deductions from Line 34 of Schedule A.
  9. Determine Taxable Amount: Subtract Line 5 from Line 4 and write the result on Line 6.
  10. Calculate Tax Due: Multiply the amount on Line 6 by 4.45% and record this figure on Line 7.
  11. Excess Tax Collected: If applicable, enter the excess tax collected on Line 8.
  12. Calculate Total: Add Lines 7 and 8, and write the total on Line 9.
  13. Vendor’s Compensation: Calculate the vendor’s compensation (0.944% of Line 9, limited to $1500) and enter it on Line 10.
  14. Gross Tax Due: Subtract Line 10 from Line 9 and write the result on Line 11.
  15. Net Tax Due: Copy the amount from Line 11 to Line 13, as they are the same.
  16. Donations: If applicable, enter any donations to the Louisiana Military Family Assistance Fund on Line 13A.
  17. Calculate Penalties and Interest: If there are any penalties or interest, fill them in on Lines 14 and 15 respectively.
  18. Total Payment Due: Add Lines 13, 13A, 14, and 15, and write the total on Line 16.
  19. Complete Additional Information: Fill in your Revenue Account Number, FEIN, and any other required details.
  20. Sign and Date: Ensure that the form is signed and dated by the appropriate person, confirming the accuracy of the information provided.

After completing the form, review it carefully for any errors or omissions. This will help avoid delays or penalties. Once satisfied, submit the form according to the instructions provided, ensuring that it is sent before the due date to avoid any late fees.

Form Preview

R-1029 (7/22)

FOR OFFICE USE ONLY. Field flag

 

 

 

Louisiana Department of Revenue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sales Tax Return

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Location address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ADDRESS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CITY

 

 

STATE

 

 

 

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ACCOUNT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LEGAL NAME

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do not use this form

 

 

 

 

 

 

 

TRADE NAME

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

for filing periods

prior

 

 

 

 

 

 

 

MAILING ADDRESS

UNIT TYPE

UNIT NUMBER

 

 

 

 

to July 2022.

 

 

 

 

 

 

 

 

 

 

 

 

 

CITY

 

 

 

 

 

STATE

 

 

 

ZIP

 

 

 

 

Filing period

 

 

M

M

Y

Y

 

 

 

 

FOREIGN NATION, IF NOT UNITED STATES (DO NOT ABBREIVATE)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please use blue or black ink.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. NAICS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Round to the nearest dollar. Do not use dashes.

1

 

Gross sales of tangible personal property

 

 

 

 

 

 

 

 

1

 

 

 

 

 

 

 

 

 

 

 

 

 

2

 

Cost of tangible personal property

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Used, consumed, or stored for use or consumption in Louisiana.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

 

(a) Leases and rentals of tangible personal property

 

 

 

 

3(a)

 

 

 

 

 

 

 

 

 

 

 

(Do not include motor vehicle leases or rentals, which must be filed electronically.

See instructions.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(b) Taxable services

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3(b)

 

 

 

 

 

 

 

 

 

3

 

Total leases, rentals, and taxable services (Add Lines 3(a) and 3(b).)

 

 

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

4

 

Total (Add Lines 1, 2, and 3.)

 

 

 

 

 

 

 

 

4

 

 

 

 

 

 

 

 

 

 

 

 

 

5

 

Total allowable deductions (From Line 32, Schedule A. Do not

 

 

 

 

5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

include as a deduction any item not reported on either Line 1, 2, or 3.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6

 

Amount taxable (Subtract Line 5 from Line 4.)

 

 

 

 

 

 

 

 

6

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7

 

Tax due (Multiply amount on Line 6 by 4.45%.)

 

 

 

 

 

 

 

 

7

 

 

 

 

 

 

 

 

 

 

 

 

 

8

 

Excess tax collected (Do not include local sales tax.)

 

 

 

 

8

 

 

 

 

 

 

 

 

 

 

 

 

 

9

 

Total (Add Line 7 and Line 8.)

 

 

 

 

 

 

 

 

9

 

 

 

 

 

 

 

 

 

 

 

 

 

10

Vendor’s compensation 0.944% (0.944% of Line 9 if not delinquent. Limited to $1500. The

10

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

0.944% rate is the equivalent of 4 cents out of 4.45 cents of the 1.05% V.C. rate. See instructions.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11

Net tax due (Subtract Line 10 from Line 9.)

 

 

 

 

 

 

 

 

11

 

 

 

 

 

 

 

 

 

 

 

 

 

11

(a) Donation to The Louisiana Military Family Assistance Fund

 

 

 

11(a)

 

 

 

 

 

 

 

 

 

 

 

 

(Enter the amount from Line 33 from the back of the return.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12

Penalty (See instructions.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12

 

 

 

 

 

 

 

 

 

 

 

 

 

13

Interest (See instructions.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13

 

 

 

 

 

 

 

 

 

 

 

 

 

14

Total payment due (Add Lines 11, 11(a), 12, and 13.)

 

 

Mark this box if

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

payment made

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Make payment to: Louisiana Department of Revenue.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

electronically.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WEB

PAY THIS AMOUNT (DO NOT SEND CASH.) u

14

 

 

Each physical location must register to

obtain a separate Revenue Account ID.

 

 

 

 

Taxpayer’s FEIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Final

 

 

 

Enter date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

business

 

 

 

 

 

 

 

 

 

 

 

 

 

return

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

sold/terminated.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Parent Company FEIN

If amended return,

42273

mark this box.

 

R-1029 (7/22)

Allowable Deductions – Schedule A

Total Sales

 

 

 

 

 

 

15

Intrastate telecommunication services

 

 

 

 

(Do not include prepaid telephone cards.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16

Interstate telecommunication services

 

 

 

 

 

 

 

 

 

 

 

17

Prepaid telephone cards

 

 

 

 

 

 

 

 

 

 

 

18

Electricity and natural gas or energy for non-

 

 

residential use

 

 

 

 

 

 

 

 

 

 

 

19

Steam and bulk or utility water used for non-

 

 

residential purposes

 

 

 

 

 

 

 

 

 

 

 

20

Boiler fuel for nonresidential use

 

 

(See instructions.)

 

 

 

 

 

 

 

 

 

 

 

21

Sales/purchase/leases/rentals of manufactur-

 

 

ing machinery or equipment

 

 

 

 

 

 

22

Sales to U. S. government and Louisiana

 

 

state and local government agencies

 

 

 

 

 

 

 

 

 

 

 

23

Sales of prescription drugs

 

 

 

 

 

 

 

 

 

 

 

24

Sales of food for home consumption

 

 

 

 

 

 

 

 

 

 

 

25

Electricity, natural gas, and bulk water for

 

 

residential use

 

 

 

 

 

 

 

 

 

 

 

26

Sales in interstate commerce

 

 

 

 

 

 

 

 

 

 

 

27

Sales for resale

 

 

 

 

 

 

 

 

 

 

 

28

Cash discounts, sales returns and

 

 

allowances

 

 

 

 

 

 

29

Tangible personal property sold for lease or

 

 

rental (See instructions.)

 

 

 

 

 

 

 

 

 

 

 

30

Sales of gasoline, diesel, and motor fuel

 

 

(Sales for resale must be reported on Line 27.)

 

 

 

 

 

 

31

Total from SCHEDULE A-1

 

 

(Transactions taxed at 0%.)

 

 

 

 

 

 

Percent Exempt

22.472%

44.944%

22.472%

55.056%

55.056%

55.056%

100%

100%

100%

100%

100%

100%

100%

100%

100%

100%

100%

32 Add Lines 15 through 31; enter here and on Line 5.

33(a) Donation of Vendor’s Compensation

33(b) Donation in Addition to Tax Due

 

The Military Family

 

 

Assistance Fund

 

 

Worksheet

 

 

33 Total Donation (Add Lines 33(a) and 33(b)) Enter here and on Line 11(a) on front of return

33

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Signature

Print Name

 

Date (mm/dd/yyyy)

Title

Telephone

 

 

PAID

PREPARER USE ONLY

Print Preparer’s Name

Preparer’s Signature

Date (mm/dd/yyyy)

Check if

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Self-employed

Firm’s Name

 

 

 

 

 

 

 

 

 

 

 

 

Firm’s EIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Firm’s Address

 

 

 

 

 

 

 

 

 

 

 

 

Telephone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PTIN, FEIN, or LDR account

For Office

number of paid preparer

Use Only.

Louisiana Department of Revenue Post Office Box 3138

Baton Rouge, LA 70821-3138

This return is due on or before the 20th day following the taxable period covered and becomes delinquent on

42274

the first day thereafter. If the

due date falls on a weekend or holiday, the return is due the next business day and

 

becomes delinquent the first

day thereafter.

 

R-1029 (7/22)

 

 

 

Enter your Louisiana Revenue Account Number:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule A-1: Transactions Subject To 0% Tax

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Description

 

 

 

Sales Tax

 

 

 

Total Sales

 

 

 

 

Exemption Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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7

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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21

Add Lines 1 - 20; enter here and on Line 31 of Schedule A, under the Total Sales column.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Misconceptions

Misconceptions about the Louisiana 1029 Sales form can lead to confusion when filing. Here are five common misunderstandings:

  • This form can be used for any filing period. The Louisiana 1029 Sales form is only applicable for filing periods starting from August 2020. Using it for earlier periods is not permitted.
  • All types of leases and rentals can be reported on this form. Only certain leases, rentals, and services are included. Motor vehicle leases or rentals must be filed electronically, and they cannot be reported on this form.
  • Taxable amounts are calculated the same way for every business. Each business may have different deductions and exemptions based on their specific activities. It is essential to review the allowable deductions carefully.
  • Vendor’s compensation applies to all payments. Vendor’s compensation is only applicable if the payment is made on time. If the payment is delinquent, this compensation is not available.
  • Cash payments can be sent with the form. The Louisiana Department of Revenue specifies that payments must be made electronically. Sending cash with the form is not allowed.

Documents used along the form

When completing the Louisiana 1029 Sales form, several other documents may be required to support your submission. These documents provide additional details about your sales, deductions, and tax obligations. Below is a list of commonly used forms that accompany the Louisiana 1029 Sales form.

  • Schedule A: This schedule lists allowable deductions from gross sales, detailing specific categories like manufacturing machinery and sales to government agencies. It helps determine the taxable amount.
  • Release of Liability Form: This form is essential for activities with inherent risk, where participants agree not to hold the provider liable. For more information, visit UsaLawDocs.com.
  • Schedule A-1: This document outlines transactions subject to a 0% tax rate. It is essential for reporting exempt sales accurately and ensuring compliance.
  • Vendor’s Compensation Worksheet: This worksheet calculates the vendor’s compensation based on the total tax collected. It is limited to a maximum amount and helps in determining the correct compensation to claim.
  • Payment Voucher: If you are making a payment, this voucher is used to submit your payment along with the return. It ensures that your payment is processed correctly by the Louisiana Department of Revenue.
  • Amended Return Form: If you need to correct a previously filed return, this form is necessary. It allows you to report changes and adjustments to your sales tax information.
  • Sales Tax Exemption Certificate: If you are claiming any sales tax exemptions, this certificate must be provided. It verifies that certain sales are exempt from taxation.
  • Taxpayer Registration Form: If you are a new business, this form registers your business with the Louisiana Department of Revenue. It is required to obtain a Revenue Account ID.
  • Business License: Depending on your location and type of business, a business license may be required. This document shows that you are legally permitted to operate your business.
  • Financial Statements: These documents may be needed to support your sales figures and deductions. They provide a comprehensive view of your business’s financial status.

Ensure that you gather all necessary documents before submitting the Louisiana 1029 Sales form. This will help avoid delays and ensure compliance with state tax regulations. If you have any questions about these documents, it is advisable to consult with a tax professional.