PFS For Local Filers
Local filers: Check with your filing authority to verify if your annual PFS filing deadline has been moved to July 31, 2020. The TEC has requested all local filing authorities to extend the annual PFS deadline to July 31, 2020, in response to the novel coronavirus COVID-19. Details are on the TEC home page.
1. Form PFS-LOCAL - To complete and/or print a PFS for the purpose of filing with a filing authority other than the Commission on a paper form, use any of the following options below to fill out Form PFS-LOCAL to file with the other filing authority.
- Use E-Form PFS-LOCAL for editing with Adobe Reader or Acrobat and print a paper copy to file. This IS NOT used for filing the PFS electronically. This is only used to prepare and print a copy to file in a paper format. Read here for How-To-Use E-Forms. Click the appropriate year below:
- Print Form PFS-LOCAL and fill out the paper copy:
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Period Covered: January 1, 2019 through December 31, 2019 (Form PFS-LOCAL 2020)
Period Covered: January 1, 2018 through December 31, 2018 (Form PFS-LOCAL 2019)
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Period Covered: January 1, 2019 through December 31, 2019 (Form PFS-LOCAL 2020)
Period Covered: January 1, 2018 through December 31, 2018 (Form PFS-LOCAL 2019)
If you are unable to use the PDF form, please contact us at 512-463-5800 for an alternate version.
2. Form PFS – Instruction Guide (pdf file)
The Form PFS Instruction Guide is intended for completing the PFS on a paper form.
3. Corrected Financial Statement and Good-Faith Affidavit
To correct a PFS on paper for the purpose of filing with a filing authority other than the Commission (such as a county, municipality, or other governmental body), you must submit a completed Corrected Financial Statement and Good-Faith Affidavit with the corrected PFS. Please note that you must ensure that the corrected PFS is in the proper format required by the local filing authority.
- E-Form: Corrected Financial Statement and Good-Faith Affidavit
- Paper Form: Corrected Financial Statement and Good-Faith Affidavit
4. Trustee Statement (for reporting Blind Trusts)