PFS For Local Filers
1. Form PFS-LOCAL - To complete and/or print a PFS for the purpose of filing with a filing authority other than the Commission on a paper form, use any of the following options below to fill out Form PFS-LOCAL to file with the other filing authority.
- Use E-Form PFS-LOCAL for editing with Adobe Reader or Acrobat and print a paper copy to file. This IS NOT used for filing the PFS electronically. This is only used to prepare and print a copy to file in a paper format. Read here for How-To-Use E-Forms. Click the appropriate year below:
- Print Form PFS-LOCAL and fill out the paper copy:
-
Period Covered: January 1, 2023 through December 31, 2023 (Form PFS-LOCAL 2024)
Period Covered: January 1, 2022 through December 31, 2022 (Form PFS-LOCAL 2023)
Period Covered: January 1, 2021 through December 31, 2021 (Form PFS-LOCAL 2022)
-
Period Covered: January 1, 2023 through December 31, 2023 (Form PFS-LOCAL 2024)
Period Covered: January 1, 2022 through December 31, 2022 (Form PFS-LOCAL 2023)
Period Covered: January 1, 2021 through December 31, 2021 (Form PFS-LOCAL 2022)
If you are unable to use the PDF form, please contact us at 512-463-5800 for an alternate version.
2. Form PFS – Instruction Guide - The Form PFS Instruction Guide is intended for completing the PFS on a paper form.
Select the instruction guide for the year that your report covers:
-
Period Covered: January 1, 2023 through December 31, 2023
Period Covered: January 1, 2022 through December 31, 2022
Period Covered: January 1, 2021 through December 31, 2021
3. Corrected Financial Statement and Good-Faith Affidavit
To correct a PFS on paper for the purpose of filing with a filing authority other than the Commission (such as a county, municipality, or other governmental body), you must submit a completed Corrected Financial Statement and Good-Faith Affidavit with the corrected PFS. Please note that you must ensure that the corrected PFS is in the proper format required by the local filing authority.
- E-Form: Corrected Financial Statement and Good-Faith Affidavit
- Paper Form: Corrected Financial Statement and Good-Faith Affidavit
4. Trustee Statement (for reporting Blind Trusts)