Form 8027, Employer’s Annual Information Return Instructions
This form contains 42 fields organized into 7 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Contact Information | ||
| Title | Text |
Enter the title of the person completing this form (e.g., Manager, Owner).
|
| Employee Information | ||
| topmostSubform[0].Page1[0].f1_28[0 | Text |
Enter the total number of employees who received tips using a 3-digit code.
|
| 8 Enter the total number of directly tipped employees at this establishment during 2023 | Text |
Enter the total number of employees who received tips directly from customers at this establishment during the year 2023.
|
| Employer Information | ||
| Employer's name (see instructions) | Text |
Enter the employer's name as instructed.
|
| Number and street (or P.O. box number, if mail isn't delivered to street address) | Text |
Enter the number and street address (or P.O. box number if mail isn't delivered to the street address) of the employer.
|
| Apt. or suite no | Text |
Enter the apartment or suite number of the employer's address.
|
| Establishment Information | ||
| topmostSubform[0].Page1[0].CheckIf[0].c1_1[0]_1 | CheckBox |
Check this box if the establishment is a large food or beverage establishment.
|
| topmostSubform[0].Page1[0].CheckIf[0].c1_1[1]_2 | CheckBox |
Check this box if the establishment is a gaming establishment.
|
| Name of establishment | Text |
Enter the name of the establishment.
|
| Number and street (don't enter a P.O. box). See instructions | Text |
Enter the number and street address of the establishment. Do not enter a P.O. box.
|
| City or town, state, and ZIP code | Text |
Enter the city or town, state, and ZIP code of the establishment.
|
| topmostSubform[0].Page1[0].f1_4[0 | Text |
Enter the Employer Identification Number (EIN) of the establishment. This should be a 10-digit number.
|
| topmostSubform[0].Page1[0].c1_2[0]_1 | CheckBox |
Check this box if the establishment is a large food or beverage establishment.
|
| topmostSubform[0].Page1[0].c1_2[1]_2 | CheckBox |
Check this box if the establishment is a gaming establishment.
|
| topmostSubform[0].Page1[0].c1_2[2]_3 | CheckBox |
Check this box if the establishment is a large food or beverage establishment.
|
| topmostSubform[0].Page1[0].c1_2[3]_4 | CheckBox |
Check this box if the establishment is a gaming establishment.
|
| topmostSubform[0].Page1[0].NameAddress_ReadOrder[0].f1_8[0 | Text |
Enter the name and address of the establishment.
|
| topmostSubform[0].Page1[0].EstablishmentNoComb[0].f1_9[0 | Text |
Enter the establishment number. This should be a 5-digit number.
|
| topmostSubform[0].Page1[0].f1_10[0 | Text |
Enter the employer identification number (EIN) of the establishment.
|
| topmostSubform[0].Page1[0].f1_11[0 | Text |
Enter the type of establishment. This should be a 3-character code.
|
| topmostSubform[0].Page1[0].f1_20[0 | Text |
Enter the name of the establishment.
|
| topmostSubform[0].Page1[0].f1_21[0 | Text |
Enter the type of establishment using a 3-digit code.
|
| topmostSubform[0].Page1[0].f1_22[0 | Text |
Enter the address of the establishment.
|
| topmostSubform[0].Page1[0].f1_23[0 | Text |
Enter the employer identification number (EIN) of the establishment using a 3-digit code.
|
| topmostSubform[0].Page1[0].c1_4[0]_1 | CheckBox |
Check this box if the establishment is a large food or beverage establishment.
|
| topmostSubform[0].Page1[0].c1_4[1]_2 | CheckBox |
Check this box if the establishment is a gaming establishment.
|
| topmostSubform[0].Page1[0].c1_4[2]_3 | CheckBox |
Check this box if the establishment is a non-gaming establishment.
|
| Establishment Type | ||
| topmostSubform[0].Page1[0].c1_3[0]_1 | CheckBox |
Check this box if the establishment is a large food or beverage establishment.
|
| topmostSubform[0].Page1[0].c1_3[1]_2 | CheckBox |
Check this box if the establishment is a gaming establishment.
|
| Financial Information | ||
| 2 Total charge receipts showing charged tips (see instructions). 2 | Text |
Enter the total charge receipts showing charged tips.
|
| 1013 | Text |
Enter the total charge receipts showing charged tips. This should be a 3-digit number.
|
| topmostSubform[0].Page1[0].f1_14[0 | Text |
Enter the total amount of service charges.
|
| topmostSubform[0].Page1[0].f1_15[0 | Text |
Enter the total amount of service charges. This should be a 3-digit number.
|
| 4a Total tips reported by indirectly tipped employees 4a | Text |
Enter the total tips reported by indirectly tipped employees.
|
| 0858 | Text |
Enter the total tips reported by indirectly tipped employees. This should be a 3-digit number.
|
| topmostSubform[0].Page1[0].f1_18[0 | Text |
Enter the total amount of allocated tips.
|
| 4bb77a | Text |
Enter the total amount of allocated tips. This should be a 3-digit number.
|
| topmostSubform[0].Page1[0].f1_29[0 | Text |
Enter the total gross receipts from food and beverage operations.
|
| Tip Information | ||
| topmostSubform[0].Page1[0].Line6_ReadOrder[0].f1_24[0 | Text |
Enter the total charged tips for the year.
|
| topmostSubform[0].Page1[0].f1_25[0 | Text |
Enter the total amount of service charges for the year.
|
| topmostSubform[0].Page1[0].f1_26[0 | Text |
Enter the total allocated tips for the year using a 3-digit code.
|
| topmostSubform[0].Page1[0].f1_27[0 | Text |
Enter the total tips reported by employees for the year.
|