SA-44E 2014 Annual Retail Trade Report Worksheet

U.S. DEPARTMENT OF COMMERCE
Economics and Statistics Administration

U.S. CENSUS BUREAU

2014 ANNUAL RETAIL TRADE REPORT

WORKSHEET

SA-44E

(01-30-2015)

DUE DATE

Call 1-877-787-9860 (option 2)
(8:00 a.m. - 5:00 p.m. ET, M-F)
or Visit
https://econhelp.census.gov/arts
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. By the same law,
YOUR CENSUS REPORT IS
CONFIDENTIAL. It may be
seen only by persons sworn
to uphold the confidentiality of
Census Bureau information and
may be used only for statistical
purposes. Under the same law,
information that you report
cannot be used for taxation,
regulation, or investigation and
are exempt from release under
the Freedom of Information Act.
Further, copies of your response
retained in your files are immune
from legal process.

WORKSHEET
DO NOT use this worksheet to respond to the survey, it is intended to assist you with
gathering and preparing your data prior to reporting online.
Please view the online report for specific instructions that may apply to your EIN or
firm.
Return to https://econhelp.census.gov/arts when you are ready to report online.

INCLUDE
• All retail establishments located in the U.S. (including the District of Columbia) reporting payroll on its latest
Employer's Federal Tax Return (Treasury Form 941 or 944), under the EIN shown in 1 .
• Data for auxiliary facilities primarily engaged in supporting services to this EIN's establishment(s) such as
warehouses, garages, central administrative offices, and repair services.
EXCLUDE
• Data for establishments operated by other firms, such as franchises.
• Departments and concessions operated by other firms in this EIN's establishment(s).
• Data for establishments located in U.S Territories (such as Puerto Rico, American Samoa, Guam, U.S. Virgin
Islands and Northern Mariana Islands).
ANNOUNCEMENTS AND SPECIAL INSTRUCTIONS

CONTINUE ON PAGE 2

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GENERAL INSTRUCTIONS
• Any significant change in this Employer Identification Number's (EIN's) operations should be noted in 14 .
• For establishments sold or acquired in 2014, report data only for the period the establishments were operated by
this EIN.
• Estimates are acceptable if book figures are not available.
• Enter "0" where applicable.

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Need help or have questions?

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(01-30-2015)

FEDERAL EMPLOYER IDENTIFICATION NUMBER (EIN)

Yes
EIN (9 digits)

No - Enter current 9-digit EIN AND date payroll was first
reported for this EIN . . . . . . . . . . . . . . . . . . . . . . . . .

Month

2

Day

Year

ORGANIZATIONAL CHANGE
A. Did this EIN experience any acquisitions, sales, mergers, and/or divestitures in 2014?
Yes
No - Go to

3

B. Which of the following organizational changes occurred in 2014?
Check all that apply. If more than one organizational change occurred during the reporting period, explain in
Month

Acquisition
Sale
Merger

Day

14 .

Year

Date of organizational change . . . . . . . . . . . . . . . .
AND

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Does this firm report payroll under EIN

Enter detailed information below

Divestiture
Name of company

EIN (9 digits)

Address (Number and street, P.O. Box, etc.)

City

State

ZIP Code

3

REPORTING PERIOD
NOTE: Calendar-year data are preferred. If this is not available, please report for the fiscal year
that includes at least six months of data for the 2014 calendar year.
What time period is covered by the data provided in this report?
Calendar year
Fiscal or partial year - Report beginning and ending dates.

2014
Beginning Date
Month

Year

. . . . . . . . . . . .
Month

4

Day

NUMBER OF ESTABLISHMENTS
How many retail establishments (including departments and concessions) did this EIN
operate in 2014?
The remainder of this report refers to the establishments reported here. . . . . . . . . . . . . .

Ending Date
Day
Year

Mark "X"
if None

2014
Number

CONTINUE ON PAGE 3

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-

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(01-30-2015)

SALES, RECEIPTS, OR REVENUE
EXCLUDE
• Sales from auxiliary establishments
• Carrying or other finance charges
• Commissions (such as vending machine operators,
government lottery tickets, or other stores)
• Non-operating receipts (such as interest income,
income from investments, and receipts from the
rental or sale of real estate)
• Sales made by departments and concessions
operated by other firms in this EIN's retail
establishment(s)
DEDUCT
• The actual value of rebates and discounts granted
to the purchaser, even if granted as an increase in
trade-in allowances

Mark "X"
if None

$ Bil.

Mil.

2014
Thou.

Dol.

$ Bil.

Mil.

2014
Thou.

Dol.

A. What were the total sales of merchandise and other operating
receipts for this EIN in 2014? . . . . . . . . . . . . . . . . . . .

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INCLUDE
• Credit and cash net sales of merchandise
• E-commerce sales if not submitted on a separate
Annual Retail Trade Report
• Excise taxes (such as those on gasoline, liquor, and
tobacco) which are included in the cost of goods
purchased by this EIN
• Wholesale sales made by retail establishment(s)
covered by this report
• Receipts from the rental or leasing of vehicles,
equipment, instruments, tools, etc.
• Receipts from deliveries
• Receipts from installations, maintenance contracts,
repairs, alterations, storage, and other such services
• Value of trade-ins taken as partial payment for other
merchandise
• Value of manufacturers' rebates
• Leased departments and concessions operated in
other establishments
• Shipping and handling revenue
• Advertising revenues

B. Did this EIN collect any sales taxes in 2014?
Yes
No - Go to

6

C. What were the total sales taxes collected in 2014?
Exclude excise taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
E-COMMERCE

E-commerce is the sale of goods and services where the buyer places an order, or the price and terms of the sale
are negotiated, over an Internet, mobile device (M-Commerce), extranet, EDI network, electronic mail, or other
comparable online system. Payment may or may not be made online.
A. Did this EIN have any e-commerce sales in 2014?
Yes
No - Go to

7

$ Bil.

Mil.

2014
Thou.

Dol.

B. What were the total e-commerce sales in 2014? . . . . . . . . . . . . .

CONTINUE ON PAGE 4

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6

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(01-30-2015)

VALUE OF INVENTORIES
EXCLUDE
• Merchandise owned by others that are being held
on consignment

A. Did this EIN own inventories, regardless of where held, at the end of 2014 (or the end of the period
for which you are reporting)?
Yes
No - Go to

9

B. What was the value of merchandise inventories as of
December 31 in 2014?

Mark "X"
if None

$ Bil.

Mil.

2014
Thou.

Dol.

1. Merchandise inventories in retail stores . . . . . . . . . . . . . .
2. Merchandise inventories in warehouses, offices, or in transit for
distribution to retail stores . . . . . . . . . . . . . . . . . . . .
3. Total inventories (before Last-in, First-out (LIFO) adjustment,
if applicable)
Sum of 7 B1 and 7 B2. . . . . . . . . . . . . . . . . . . . . .

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INCLUDE
• All inventories of merchandise at locations covered
by this report, including all auxiliary locations (such
as warehouses, garages, central administrative
offices) servicing these establishments, regardless
of where held
• Inventory held in Foreign Trade Zones or in bond
warehouses in the United States
• Report at cost or market value as of the end of your
reporting period

4. LIFO reserve (if applicable) . . . . . . . . . . . . . . . . . . . .
5. Total inventories after LIFO adjustment
7 B3 minus 7 B4. . . . . . . . . . . . . . . . . . . . . . . . .
C. Were inventories reported as of December 31?
Yes - Go to

7

E

No

D. If not December 31, as of what date were inventories reported?
E. Were any of the inventories reported in
the District of Columbia in 2014?

7

2014
Day

Year

. . . . . . . . .

B3 stored outside of, or en route to, the 50 states and

Yes
No - Go to

8

F. What was the value of the inventories stored outside of, or en route
to, the 50 states and District of Columbia (for sale in the 50 states or
District of Columbia) in 2014?
Exclude inventory held in Foreign Trade Zones or in bond warehouses in
the U.S. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$ Bil.

Mil.

2014
Thou.

Dol.

CONTINUE ON PAGE 5

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Month

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INVENTORY VALUATION METHOD
A. Were any of the inventories reported in

7

B3 subject to the LIFO valuation method?

No - Go to

9

B. How much of the inventories reported in

7

B3 was subject to:

Mark "X"
if None

$ Bil.

Mil.

2014
Thou.

Dol.

1. LIFO valuation method before adjustment . . . . . . . . . . . . .
2. Any other valuation method
3. Verify Total
Sum of 8 B1 and
9

8

. . . . . . . . . . . . . . . . . . .

B2. Total must equal

7

B3. . . . . . . . . . . .

TOTAL PURCHASES
INCLUDE
• Cash and credit purchases by this EIN
• Merchandise owned by, but in transit to, this EIN
• Purchases made by both warehouse(s) and
establishment(s)
• Freight, delivery, and other transportation costs
• Import duties (if paid separately)
• Parts and supplies used in repair work or other
services

EXCLUDE
• Expenditures for supplies, equipment, and parts
purchased for this EIN's own use
• Purchases made by other firms' operating
departments and concessions in this EIN's
establishment(s)
• Purchases of merchandise held outside the U.S.
• Purchases of containers, wrappings, packaging, and
selling supplies for this EIN's own use
• Trade and cash discounts, returns, and allowances

Mark "X"
What was the total cost of all merchandise purchased for resale
if None $ Bil.
for which this EIN took title, whether or not payment was made,
in 2014?
If purchases are greater than sales, explain in 14 . . . . . . . . . . . . . .

Mil.

2014
Thou.

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Yes

Dol.

10 Not Applicable.

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11 SALES BY MERCHANDISE LINES
For clarification regarding merchandise lines call 1-800-327-4389 (option 2).

$ Bil.

Total sales for 2014

E-commerce sales for 2014

Report dollars OR percentages

Report dollars OR percentages

Mil.

Thou.

Dol.

Percent

$ Bil.

Mil.

Thou.

Dol.

Percent

a. Books and magazines
b. Clothing and clothing
accessories
Include footwear. . .
c. Computer hardware .
d. Computer software . .
e. Drugs, health aids,
and beauty aids . . .
f. Electronics and
appliances . . . . . .
g. Food, beer, and wine .
h. Furniture and home
furnishings . . . . .

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Description of sales,
shipments, receipts, or
revenue

i. Jewelry . . . . . . .
j. Music and videos

. .

k. Office equipment and
supplies . . . . . . .
l. Sporting goods

. . .

n. Other merchandise Specify principal
line(s)

o. Shipping and
handling revenues . .
p. Advertising revenues .
q. Other nonmerchandise
receipts - Specify
principal receipt(s)

r. TOTAL
Sum of
11 a through

11 q.

1 00

. . .
Total should equal

5

A for 2014

1 00
Total should equal

6

B for 2014

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m. Toys, hobby goods,
and games . . . . .

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12 OPERATING EXPENSES

Mark "X"
if None

What were the total operating expenses for this EIN in 2014?
If operating expenses are greater than sales, explain in 14 . . . . . . . . .

$ Bil.

Mil.

2014
Thou.

Dol.

13 Not Applicable.
14 REMARKS - Please use this space to explain any significant year-to-year changes, to clarify responses, or indicate where
data were estimated.

Name of person to contact regarding this report (Please print)

Area code
Telephone
Email Address

Number

Title

Extension

Area code
Fax

-

Number

-

Website address
www.

THANK YOU
for completing your 2014 ANNUAL RETAIL TRADE REPORT.
We suggest you keep a copy for your records.
Public reporting burden for this collection of information is estimated to average 43 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 0607-0013, U.S. Census Bureau, 4600 Silver Hill Road,
PCO-8H028, Washington, DC 20233. You may e-mail comments to [email protected]; use "Paperwork Project 0607-0013" 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 (OMB). This 8-digit number appears in the top right corner of the form.

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15 CONTACT INFORMATION

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EXCLUDE
• Bad debt
• Purchases of goods for resale or cost of goods sold
• Income taxes
• 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

INCLUDE
• Expenses arising from the normal course of
business
• Payroll
• Depreciation and amortization