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Public Disclosure Reports

Certain tax preferences require the business claiming them to file either an Annual Report or Annual Survey.

The information contained in the Annual Report is disclosable to the public. It is mostly employee wage and benefits data and does not include the dollar value of the tax preference claimed.

The Annual Survey contains the dollar value of the tax preference claimed in addition to employee wage and benefit data. However, only the dollar value of the tax preference is publically disclosable. A business may ask the amount not be disclosed if it is less than $10,000.

Annual Surveys

Annual Reports