SA-42-MSBO 2014 Annual Wholesale Trade Report Manufacturer's Sales

U.S. DEPARTMENT OF COMMERCE
Economics and Statistics Administration

U.S. CENSUS BUREAU

SA-42-MSBO

2014 ANNUAL WHOLESALE TRADE REPORT
MANUFACTURERS' SALES BRANCHES AND OFFICES

WORKSHEET
(01-30-2015)

DUE DATE

Call 1-877-787-9860, option "3"
(8:00 a.m. - 5:00 p.m. ET, M-F)
or Visit
https://econhelp.census.gov/awts
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.

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/awts when you are ready to report online.

ANNOUNCEMENTS AND SPECIAL INSTRUCTIONS

CONTINUE ON PAGE 2

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GENERAL INSTRUCTIONS
• This report should cover ALL manufacturers' sales branches and offices in the United States reporting payroll
under the Employer Identification Number (EIN) as referenced in 1 on page 2.
• Include data for auxiliary facilities primarily engaged in supporting services to this EIN's establishment(s) such
as warehouses, garages, and central administrative offices.
• Any significant change in this EIN's operations should be noted in 11 on page 6.
• 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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WORKSHEET
Need help or have questions?

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1

Page 2

(01-30-2015)

FEDERAL EMPLOYER IDENTIFICATION NUMBER (EIN)

Yes - Go to

2

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
page 6.
Month

Acquisition
Sale
Merger

Day

11

on

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, town, village, etc.

State

ZIP Code

3

NUMBER OF MANUFACTURERS' SALES BRANCHES AND OFFICES
INCLUDE
• Sales locations where more than half of the
goods sold consist of goods manufactured,
assembled or mined in the United States by
this EIN 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

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

2014
Number

What was the total number of sales branches and offices that met the criteria above on
December 31, 2014? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

CONTINUE ON PAGE 3

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-

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MANUFACTURING OR MINING IN THE UNITED STATES

Yes
No - Describe your type of business in

11

on page 6.

B. Did this EIN 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 in 2014?
Yes
No - Describe your type of business in
5

11

on page 6.

REPORTING PERIOD
NOTE: Calendar year data is preferred. If it 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 - Go to

6

2014
Beginning Date
Month

Day

Year

Fiscal or partial year - Report beginning and ending dates . . . . . . . . . . . . .
Month

6

Ending Date
Day
Year

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A. Did this EIN or its parent, subsidiaries, or affiliates have any manufacturing or mining operations in
the United States in 2014?

SALES, RECEIPTS, OR REVENUE
EXCLUDE
• Direct sales made by manufacturing plant personnel
• Foreign sales of products that are not owned by
establishments in the United States
• Commissions or fees for products that never
entered the United States
• Nonoperating receipts (such as interest income,
income from investments, and receipts from the
rental or sale of real estate)
• Finance charges

Mark "X"
if None

$ Bil.

Mil.

2014
Thou.

Dol.

A. What were this EIN's sales and other operating receipts in 2014?

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INCLUDE
• All sales of your sales branches and offices 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) that are levied on the manufacturer and
included in the cost of products purchased by this
EIN
• Value of liquor and tobacco tax stamps for only the
sales branches and offices

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E-COMMERCE, INCLUDING EDI

A. Did this EIN have any e-commerce sales in 2014?
Yes
No - Go to

8

on the next page
Mark "X"
if None

B. What were the total e-commerce sales in 2014?
This amount should equal the sum of 7 B1 and 7 B2 shown below.

$ Bil.

Mil.

2014
Thou.

Dol.

1. What were the EDI network sales in 2014, if any?
• EDI is the exchange of documents in standardized electronic form
between organizations in an automated manner directly from
a computer application in one organization to an application in
another. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. What were the online system sales in 2014, if any?
• Online systems include the Internet, mobile device (M-commerce),
extranets, e-mail, and instant messaging. . . . . . . . . . . . .

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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 Electronic Data Interchange (EDI), the Internet, mobile device (M-Commerce), or any other
online system. Payment may or may not be made online.

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VALUE OF INVENTORIES
EXCLUDE
• Items such as fixtures, equipment, and supplies not
held for resale
• Products 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

10

on the next page
Mark "X"
if None

B. What was the value of inventories?

$ Bil.

Mil.

2014
Thou.

Dol.

1. Total inventories (if applicable, before Last-in, First-out (LIFO)
adjustment) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. LIFO reserve (if applicable) . . . . . . . . . . . . . . . . . . .
3. Book value of inventories
8 B1 minus 8 B2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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INCLUDE
• All inventories of products covered by this report,
including auxiliary locations (such as warehouses,
garages, and 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 December 31
(or the end of the period for which you are
reporting)

C. Were inventories reported as of December 31?
Yes - Go to

8

E

No
Month

D. If not December 31, inventories were reported as of what date?
8

Year

. . . . . . . . .

B1 stored outside, or en route to, the 50 states and the

Yes
No - Go to

9

F. What was the value of the inventories stored outside, or en route to,
the 50 states and the District of Columbia in 2014?
Exclude inventory held in Foreign Trade Zones or in bond warehouses in
the U.S. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9

$ Bil.

Mil.

2014
Thou.

Dol.

2014
Thou.

Dol.

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

8

B1 subject to the LIFO valuation method?

Yes
No - Go to

10

on the next page

B. How much of the inventory reported in

8

B1 was subject to:

Mark "X"
if None

$ Bil.

Mil.

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

9

B2. Total must equal

8

B1. . . . . . . . . . . . . . . .

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E. Were any of the inventories reported in
District of Columbia in 2014?

2014
Day

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10 OPERATING EXPENSES

Mark "X"
if None

$ Bil.

Mil.

2014
Thou.

Dol.

What were the total operating expenses for this EIN in 2014? . . . .
11 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
E-mail address

Number

Title

Extension

Area code
Fax

-

Number

-

Website
www.

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 30 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.

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12 CONTACT INFORMATION

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EXCLUDE
• Bad debt/customer related loss
• Interest expense
• Purchases of goods for resale or cost of goods sold
• Income taxes
• Impairment (reduction in value of long-lived assets
due to reappraisal)
• Transfers made within the company

INCLUDE
• Expenses arising from the normal course of
business, including non-manufacturing payroll