SA(MSBO) Annual Wholesale Trade Report (Manufacturers' Sales Bran

Attachment 2
Page 11 of 26
OMB No. 0607-0195: Approval Expires 9/30/2008
U.S. DEPARTMENT OF COMMERCE

2007 ANNUAL WHOLESALE TRADE REPORT

Economics and Statistics Administration
ENT OF C
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OM
AR

R

EA

FORM

SA-42(MSBO)
(10-1-2007)

MANUFACTURERS’ SALES BRANCHES AND OFFICES
YOUR RESPONSE IS REQUIRED BY LAW. Title 13, United States Code, requires businesses and other
organizations that receive this questionnaire to answer the questions and return the report to the U.S.
Census Bureau.

S

BU

US

CE
ER

U.S.
D

M

EP

U.S. CENSUS BUREAU

EN
U O
F TH E C

DUE
DATE
Have questions?
Call 1–800–327–4389 (option 3)
Weekdays
8:30 a.m. to 4:30 p.m. EST
How can I report?

Via Fax:
1–800–447–4613
Via Mail:

U.S. CENSUS BUREAU
1201 East 10th Street
Jeffersonville, IN 47132-0001
(Please correct any error(s) in name, address, and ZIP Code)

Via Internet:
http://www.census.gov/econhelp/awts
Use your firm’s unique username and original password. If you
change your password, please keep a record for reference.

Username:

Password:

GENERAL INSTRUCTIONS
• This report should cover ALL manufacturers’ sales branches and offices in the the United States whose payroll was reported on the
Employer’s Quarterly Federal Tax Return, Treasury form 941, under the Employer Identification Number (EIN) shown in the address label
(or as corrected in item 1 ).
• For establishments sold or acquired during 2007, report data only for the period the establishments were operated by your firm.
• Estimates are acceptable if books figures are not available.
SPECIAL INSTRUCTIONS

1

FEDERAL EMPLOYER IDENTIFICATION NUMBER
Is the Employer Identification Number (EIN) printed in the upper left corner of the address box the SAME as that used for this
firm on its latest Employer’s Quarterly Federal Tax Return, Treasury Form 941?
020 1
2

YES

GO to 2

021

NO – Continue with 1 A

–

A. What is the current EIN for this firm?
Month

Year

022

B. When did you start reporting payroll under this EIN?

2

MANUFACTURING OR MINING IN THE UNITED STATES
A. In 2007, did this EIN have any manufacturing or mining operations in the United States?
YES – Continue with 2 B
NO
Go to page 4. Describe your type of business in item 10 Remarks section, then complete item 11 Contact person and return this
form in the enclosed envelope.
B. In 2007, did this firm or its subsidiaries have any sales locations that sold (or distributed) products
manufactured or mined in the United States either by this firm, or by a parent, subsidiary, or affiliated company?
YES – Continue with 3
NO

Go to page 4. Describe your type of business in item 10 Remarks section, then complete item 11 Contact person and return
this form in the enclosed envelope.
CONTINUE ON NEXT PAGE

USCENSUSBUREAU

Attachment 2
Page 12 of 26
Page 2

3

NUMBER OF MANUFACTURERS’ SALES BRANCHES AND OFFICES

Number in 2007

What was the total number of sales branches and offices that met the criteria below on December 31, 2007?

110

⎫
⎬
⎭

Include:
• Sales locations where more than half of the goods sold consist of goods manufactured, assembled
or mined in the United States by this firm or by a parent, subsidiary, or affiliated manufacturer or
mine
• Sales locations that are co-located with manufacturing plants, but for which separate records are kept
• Sales locations located separately from a warehouse, manufacturing, or other operating location
• Sales locations regardless of whether they held inventory
• Centers where orders are taken or solicited, and offices of marketing or sales managers, for which
records are kept separately from those of manufacturing plants

NOTE:
If you reported "0," please describe
the sales at locations owned by
your firm and its subsidiaries in
item 10 Remarks section. Complete
item 11 Contact person and return
this form in the enclosed envelope.

Exclude:
• Agents or brokers primarily selling goods on consignment
• Locations where more than half of the goods sold consist of goods manufactured outside the United
States and/or goods purchased from other companies
• Manufacturing locations without separate sales personnel
• Locations selling directly to the general public

4

DOLLAR VOLUME OF BUSINESS

Instructions: Sales should cover 12 months of data. If sales are for a fiscal
year, sales should represent 12 months of data and include at
least 6 months of data from the referenced year.

$ Bil.
A. In 2007, what were the total sales and other operating receipts EXCLUDING sales (or other)
taxes collected but INCLUDING the value of liquor and tobacco tax stamps for only the sales
branches and offices reported in 3 ? (Include e-commerce sales reported in 5 B)

INCLUDE
• All sales of your sales branches and offices reported in 3 whether
they are your own products or products you purchased
• Gross value of sales made on a commission basis for non-affiliated
firms
• Receipts from freight, installations, rentals, maintenance, repairs,
alterations, storage, and other such services
• Excise taxes (such as those on gasoline, liquor, and tobacco) which
are levied on the manufacturer and included in the cost of products

2007
Mil.
Thou.

Dol.

100

EXCLUDE
• Direct sales made by manufacturing plant personnel
• Foreign sales of products that never enter the United States
• Commissions earned for the sale of products in the United States
• Nonoperating receipts (such as interest income, income from
investments, and receipts from the rental or sale of real estate)
• Receipts from customers for carrying or other credit charges
DEDUCT
• Refunds and allowances for returned products
• The actual value of rebates and discounts granted to the
purchaser, even if granted as an increase in trade-in allowance

B. Did you report sales figures in 4 A for the period that began on January 1 and ended on December 31?
Month

1
2

YES – Continue with 5 on the next page
NO
Please report your beginning and ending dates for 2007

FORM SA-42(MSBO) (10-1-2007)

⎫
⎬
⎭

106

2007
Day

Year

Day

Year

104

Beginning date
Month
105

Ending date

CONTINUE ON NEXT PAGE

Attachment 2
Page 13 of 26
Page 3

5

E-COMMERCE

A. Did the sales branches and offices reported in 3 have any e-commerce and/or Electronic Data Interchange (EDI) network
sales during 2007?
E-commerce sales and/or receipts are sales of goods and services, where an order is placed by the buyer, or the price and terms of the
sale are negotiated over an Internet, extranet, EDI network, electronic mail, or other online system. Payment may or may not be made
online.
120

YES – Continue with 5 B
NO
Go to 6

1
2

2007

$ Bil.

Mil.

Thou.

Dol.

Mil.

Thou.

Dol.

Mil.

Thou.

Dol.

Mil.

Thou.

Dol.

113

B. What was the total e-commerce and EDI network sales and/or receipts in 2007 for the sales
branches and offices reported in 3 ?
• This amount should equal the sum of 5 B1 and 5 B2 shown below
• Also include this amount in item 4 A
1. Did the sales branches and offices reported in 3 have EDI network sales during 2007?
(This includes EDI over the Internet)
131 1
2

YES
What was the amount of these sales?
NO – Continue with 5 B2

2. Did the sales branches and offices have Internet, extranet, electronic mail or other
online system sales during 2007? (Exclude EDI)
YES
What was the amount of these sales?
130 1
2
NO – Continue with 6

6

115

114

VALUE OF INVENTORIES

A. Did establishments covered by this report own inventories (regardless of where held) at the end of 2007?
320

1

YES – Continue with 6 B

2

NO – Go to item 9

B. Were any of the inventories subject to the Last-in, First-out (LIFO) valuation method?
385

1

YES – Continue with 6 C

2

NO – Complete 6 C1 then Go to item 8

C. Report inventories of products covered by this report, owned as of December 31:

$ Bil.
200

1. Total inventories before LIFO adjustment (if any)
301

2. LIFO reserve (if any)
305

3. Total inventories after LIFO adjustment (Line 6 C1 minus line 6 C2)

7

INVENTORY BY VALUATION METHOD
Report how much of the inventory reported in 6 C1 was subject to each valuation method:

$ Bil.
302

A. LIFO valuation method before adjustment
303

B. Any other valuation method
306

C. Total (Line 7 A plus line 7 B) This total should equal 6 C1

8

INVENTORY OUTSIDE OF THE UNITED STATES

A. Of the inventories reported in 6 C1, were any stored or en route outside the 50 states and the
District of Columbia?
221
1
2

YES – What is the value of those inventories. (Do not report inventory held in
Foreign Trade Zones or in bond warehouses in the U.S.)
NO – Continue with item 8 B

$ Bil.
204

Month

Day

Year

203

B. What is the date for the inventory reported in 6 C1 above, IF OTHER than December 31?
FORM SA-42(MSBO) (10-1-2007)

CONTINUE ON NEXT PAGE

Attachment 2
Page 14 of 26
Page 4

9

TOTAL OPERATING EXPENSES OF SALES BRANCHES AND OFFICES

$ Bil.

2007
Mil.
Thou.

Dol.

500

What were the total operating expenses during 2007 for only the sales branches and offices
reported in 3 ?
INCLUDE
Expenses arising from the normal course of business

EXCLUDE
• Bad debt
• Purchases of goods for resale or cost of goods sold
• Income taxes
• Taxes (sales, excise, and other) collected directly from customers
and paid directly to a local, State, or Federal tax agency
• Interest expenses
• Impairment (reduction in value of long-lived assets due to
reappraisal)
• Capitalized expenses (except payroll and fringe benefits)
• Transfers made within the company

10 Remarks – Please use this space to explain any significant year-to-year data changes, to clarify your responses, etc.
962

CENSUS USE
961

11

CONTACT PERSON – Certifies data are accurate and can assist with any questions

950

Name of person completing this report – Please print

952

Title

954

955

957

Telephone
Area
Areacode
code

Number

Fax
Area
Areacode
code

Number

Extension

E-mail address

THANK YOU
for completing your Annual Wholesale Trade Report
We suggest you keep a copy for your records
Public reporting burden for this collection of information is estimated to average 27 minutes per response, including the time for assembling data from existing records
and completing the form. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this
burden, to: Paperwork Project 0607-0195, U.S. Census Bureau, 4600 Silver Hill Road, AMSD-3K138, Washington, DC 20233. You may e-mail comments to
[email protected]; use "Paperwork Project 0607-0195" as the subject. Respondents are not required to respond to any information collection unless it displays a
valid approval number from the Office of Management and Budget. This 8-digit number appears in the top right corner of this form.
FORM SA-42(MSBO) (10-1-2007)