- Form 50-826 Texas Economic Development Act Agreement (2016) (PDF)
To be used by the applicant and school district as a template for a value limitation agreement. The school district submits a draft agreement to the Comptroller for review and approval. Applies to agreements executed on or after January 24, 2016.
The Comptroller's office has a new permanent deadline for the Job Creation Compliance Report (Form 50-825). In the first year they are committed to creating new, qualified jobs for their projects, agreement holders now are requested to submit Form 50-825 by Aug. 15, 2019.
The Comptroller's office has new permanent deadlines for the Annual Eligibility Report (Form 50-772A). All companies with agreements executed before June 1, 2019, now are requested to submit Form 50-772A to the school district by June 15 (or the next business day thereafter if this date is on a weekend or holiday). School districts are required to ensure the completeness and accuracy of the information in Form 50-772A and to forward the form to the Comptroller's office by Aug. 15. Please review the instructions (PDF) to complete the form to ensure compliance with file naming protocols.
- Form 50-772A Annual Eligibility Report (PDF)
This form is to be filled out by agreement holders and submitted by an authorized representative of each company to the school district by June 15 (or the next business day thereafter if this date is on a weekend or holiday), using information from the previous tax (calendar) year (2018). School districts should review the submitted forms, retain the original and submit PDF scans of the completed and signed forms, and any attachments, to the Comptroller's office by Aug. 15. Email a scan of the signed form in PDF to firstname.lastname@example.org (updated May 1, 2019).
- Form 50-825 Job Creation Compliance Report (PDF)
This form is to be filled out by agreement holders and submitted annually by an authorized representative of each company directly to the Comptroller's office. This requirement only applies to agreements resulting from applications determined to be complete after Jan. 1, 2014. An agreement holder completes the report only if the company is required to create jobs in the year covered by the report, according to Schedule C of the agreement holder's application. For example, if an applicant indicates on Schedule C that the company will begin creating qualified jobs in 2018, then it will need to file a report in 2019. The Comptroller's office requests that companies complete this form, submitting both an electronic version with the excel spreadsheet and a signed hard-copy version to the Comptroller by Aug. 15, 2019. (updated May 1, 2019).
Excel version of Form 50-825 (XLS)
- Signed pdf via email to email@example.com
- Mail a hard copy of the form to:
Data Analysis and Transparency Division
Texas Comptroller of Public Accounts
P.O. Box 13528 Capitol Station
Austin TX 78711-3528
- Forms 50-773A and 50-773B - Biennial Progress Report Form.
To be filled out by agreement holders and submitted by an authorized representative of each company to the school district by June 15 each even-numbered year. The school districts must forward the form to the Comptroller’s office by August 15. Form 50-773A collects information for projects with applications deemed complete prior to January 1, 2014 ("three-digit projects"), and Form 50-773B collects information for projects with applications deemed complete after that date ("four-digit projects"). The forms are now electronic-only spreadsheets. Hard copy paper Forms 50-773A or 50-773B are no longer accepted. School districts use data from these forms to complete the "CDR" form they are required to submit to the Comptroller's office (see below). The Comptroller’s office is updating Form 50-773A and Form 50-773B per TAC, Sec. 9.1052(d). Updated forms will be posted mid-January 2020. To view a copy of Form 50-773A or Form 50-773B please refer to project pages of existing 313 value limitation active agreements.
- Form 50-827A and Form 50-827B - Biennial School District Cost Data Request ("CDR").
To be filled out and submitted by school districts to the Comptroller’s office by August 15 each even-number year. In 2018 new versions of the Form 50-827 were adopted for three-digit projects and four-digit projects. School districts complete Form 50-827A or Form 50-827B, as applicable. The forms are now electronic-only spreadsheets. Hard-copy paper Forms 50-827A or 50-827B are no longer accepted. The Comptroller’s office is updating Form 50-827A and Form 50-827B per TAC, Sec. 9.1052(d). Updated forms will be posted mid-January 2020. To view a copy of Form 50-827A or Form 50-827B please refer to project pages of existing 313 value limitation active agreements.
This information should not be construed as, and is not a substitute for, legal advice.
Property owners and school districts are urged to consult the Attorney General's Economic Development Handbook and their own legal counsel for any questions or interpretations of economic development laws.