SA-42 Annual Wholesale Trade Report (Wholesale Distributors)

Attachment 2
Page 1 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
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U.S. CENSUS BUREAU
FORM

WHOLESALE DISTRIBUTORS
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.

SA-42
(10-1-2007)

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 wholesale distributor establishments in the United States reporting payroll under the Employer Identification
Number (EIN) shown in the address label (or as corrected in item 1 ).
• Include data for auxiliary facilities operated under this EIN that are primarily engaged in furnishing supporting services to your wholesale establishments
(such as warehouses, garages, central administrative offices, and repair services).
• For establishments sold or acquired during 2007, report data only for the period the establishments were operated by your firm.
• Estimates are acceptable if book 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

COMPANY AFFILIATION
Is this firm owned or controlled by a manufacturer?
610

3

1

YES

2

NO – Continue with 3

Is this manufacturer:

611
1

Domestic?

2

Foreign?

3

Both?

NUMBER OF WHOLESALE ESTABLISHMENTS ON DECEMBER 31, 2007
What was the total number of wholesale distributor establishments covered by the EIN shown in the
address label, including auxiliary locations (such as warehouses, garages, and central
administrative offices) servicing these establishments?

USCENSUSBUREAU

Number in 2007
110

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Attachment 2
Page 2 of 26
Page 2

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 reference year.
2007

$ Bil.
A. What were the amounts of sales and other operating receipts for the wholesale
establishments reported in 3 ? (Include e-commerce sales shown in item ●
5 B)

INCLUDE
• Sales of products that are shipped on this firm’s orders directly to
customers
• Retail sales made by wholesale establishments covered by this
report
• Gross value of sales made on a commission basis (not your
actual commissions)
• Receipts from freight, installations, rentals, maintenance, repairs,
alterations, storage, and other such services
• Excise taxes (such as those on gasoline, liquor, and tobacco) that
are levied on the manufacturer and included in the cost of
products purchased by this firm
• Sales to farmers for farm use

Mil.

Thou.

Dol.

100

EXCLUDE
• Sales from establishments that are primarily selling products
manufactured or mined in the United States by your firm
• Foreign sales of products that never enter the United States
• Taxes (sales, excise, and other) collected directly from customers
and paid directly to a local, State, or Federal tax agency
• Nonoperating receipts (such as interest income, income from
investments, and receipts from the rental or sale of real estate)
• Commissions earned for the sale of products
• 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?
2007
Month
106

5

1

YES – Continue with 5

2

NO

Please report your beginning and ending dates for 2007

⎧Beginning date
⎨
⎩Ending date

Day

Year

Day

Year

104

Month
105

E-COMMERCE

A. Did the wholesale establishments 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 1
2

YES
Continue with 5 B
NO – GO to question 6 on the next page

2007

$ Bil.

Mil.

Thou.

Dol.

113

B. What are the total e-commerce and EDI network sales and/or receipts for 2007 for the
wholesale establishments 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 wholesale establishments have EDI network sales during 2007?
(This includes EDI over the internet)
131 1
YES
What was the amount of these sales?
2
NO – Continue with 5 B2
2. Did the wholesale establishments have Internet, extranet, electronic mail and/or other
online system sales during 2007 (exclude EDI)?
130 1
2

115

114

YES
What was the amount of these sales?
NO – Continue with 6 on the next page

FORM SA-42 (10-1-2007)

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Attachment 2
Page 3 of 26
Page 3

6

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 on the next page

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

End of 2007

C. Report inventories of products covered by this report, owned as of December 31, 2007:

$ Bil.

Mil.

Thou.

Dol.

Mil.

Thou.

Dol.

Mil.

Thou.

Dol.

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?

$ Bil.

221

204
1

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.)

2

NO – Continue with 8 B
Month

Day

Year

203

B. What is the date for the inventory reported in 6 C1 above, IF OTHER than December 31, 2007?

FORM SA-42 (10-1-2007)

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Attachment 2
Page 4 of 26
Page 4

9

TOTAL PURCHASES OF PRODUCTS

$ Bil.

2007
Mil.
Thou.

Dol.

400

What was the total cost of all products purchased for resale for which you took title in 2007
whether or not payment was made during 2007?
NOTE — If purchases are greater than sales, please explain below in item 11 .
INCLUDE
• Amounts allowed for trade-ins
• Both raw and finished goods
• Products in transit to you for which you have taken title
• Deliveries of your products to your warehouse(s) and
store(s) but not deliveries from your warehouse(s) to your
own store(s)
• Freight, delivery, and other transportation costs included
in product cost
• Import duties (if paid separately)
• Value of goods shipped from your manufacturing plants
to be sold
• The cost of services resold without processing
• Parts and supplies used in repair work or other service type
activities

10

EXCLUDE
• Returns, allowances, and trade and cash discounts
• Purchases of containers, wrapping, packaging, and selling
supplies
• Expenditures for supplies, equipment, and parts purchased
for your company’s use
• Purchases of liquor and tobacco tax stamps
• Taxes (sales, excise, and other) collected directly from
customers and paid directly to a local, State, or Federal tax
agency

TOTAL OPERATING EXPENSES OF WHOLESALE DISTRIBUTORS

$ Bil.

2007
Mil.
Thou.

Dol.

500

What were the total operating expenses during 2007 for only the wholesale establishments
reported in 3 ?
INCLUDE
Expenses arising from the normal course of business

11

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

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

962

CENSUS USE
961

FORM SA-42 (10-1-2007)

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Attachment 2
Page 5 of 26
Page 5

12

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 code

Number
Number

Fax
Area code

Number
Number

Extension

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 31 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 Paperwork@census.gov;
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 (10-1-2007)