The answer
Catch-up bookkeeping in Texas
Texas has no state income tax, which is why owners are surprised by May 15. The franchise report asks for annualized total revenue, and a report is due even when the tax is zero. Total revenue is a ledger figure, not a deposit total.
A firm quotes $1,500 to $3,500 to rebuild a year and takes three to eight weeks. Titan reads your bank and card statements and returns closed, tied-out books at a fixed public price. Your first month is closed free, so you can read it first.
Titan, for comparison
- Up to 6 months behind$499
- Up to 12 months behind$999
- Up to 24 months behind$1,899
- Your first month, closed and tied out$0
01 / Market rates
What a Texas firm charges for cleanup.
Quotes for a business with roughly 50 to 300 transactions a month, starting from bank and card statements. Sales tax reconstruction across multiple locations pushes every row up.
How far behind
Typical quote
Timeline
1 to 3 months behind
$300 – $500
3 – 8 weeks
1 to 3 months behind
4 to 6 months behind
$500 – $1,500
3 – 8 weeks
4 to 6 months behind
Twelve months behind
$1,500 – $3,500
3 – 8 weeks
Twelve months behind
Two years or more
$3,500 – $10,000+
3 – 8 weeks
Two years or more
Houston, Dallas and Austin quotes sit in the upper half of each range. Rates outside the metros run lower, and the wait is the same three to eight weeks either way, because the constraint is a person reading pages.
02 / The Texas calendar
Six dates, and what each one asks of your books.
Cadence rather than a single date, because a deadline that lands on a weekend or a holiday moves to the next business day. Confirm your own filing frequency with the Comptroller.
When
What is due
What it needs from the books
May 15
Annual franchise tax report to the Comptroller
Annualized total revenue for the accounting year, which starts from the figures on your federal return
May 15
Annual franchise tax report to the Comptroller
Annualized total revenue for the accounting year, which starts from the figures on your federal return
May 15
Public Information Report or Ownership Information Report
Due even when no tax is owed. Filing nothing is the mistake, not owing nothing
May 15
Public Information Report or Ownership Information Report
Due even when no tax is owed. Filing nothing is the mistake, not owing nothing
The 20th, monthly
Sales and use tax return, monthly filers
Taxable sales for the prior month, which is a ledger figure and not a deposit total
The 20th, monthly
Sales and use tax return, monthly filers
Taxable sales for the prior month, which is a ledger figure and not a deposit total
The 20th after each quarter
Sales and use tax return, quarterly filers
Frequency is assigned by the Comptroller. Confirm yours in your Webfile account
The 20th after each quarter
Sales and use tax return, quarterly filers
Frequency is assigned by the Comptroller. Confirm yours in your Webfile account
Mar 15 or Apr 15, federal
Form 1065, 1120-S or 1120
A P&L and a balance sheet for the year. The franchise report reads the same numbers a month later
Mar 15 or Apr 15, federal
Form 1065, 1120-S or 1120
A P&L and a balance sheet for the year. The franchise report reads the same numbers a month later
Whenever a lender asks
A trailing profit and loss, balance sheet and cash flow statement
No Texas variant exists. The bank asks the same three questions everywhere
Whenever a lender asks
A trailing profit and loss, balance sheet and cash flow statement
No Texas variant exists. The bank asks the same three questions everywhere
Sources: the Texas Comptroller franchise tax and sales tax pages and the 2026 report forms, as published for 2026. Deadlines change. Your preparer confirms which apply to your entity.
03 / The franchise tax test
One number decides whether you owe.
The Comptroller sets a no-tax-due threshold on annualized total revenue and raises it periodically. Below it the tax is zero and a report is still required. Knowing where you stand takes a closed year.
Annualized total revenue for a 2026 report
$2,650,000
Same threshold for 2024 and 2025 reports
$2,470,000
Franchise tax owed below the threshold
$0
Reports still required below the threshold
PIR or OIR
Thresholds published by the Texas Comptroller for the 2026 report year. Entities subject to the tax include corporations, LLCs, S corporations and professional associations organized in or doing business in Texas. Your CPA confirms your entity and computes the report.
04 / Deposits are not revenue
A year of deposits, taken apart.
An owner without books quotes the total that landed in the account. Sample data below: five kinds of deposit, one of which is revenue. The difference is what closing a year finds.
What landed in the account
2024 total
Where it belongs
Customer payments
1,196,340.18
Revenue. This is the figure a report and a return start from
Revenue. This is the figure a report and a return start from
Transfer from the savings account
58,000.00
Your own money moving. Not revenue in any period
Your own money moving. Not revenue in any period
Line of credit draw
25,000.00
A liability on the balance sheet. Booking it as income overstates the year
A liability on the balance sheet. Booking it as income overstates the year
Vendor refunds and credits
3,412.26
Reduces the expense it came from. Never a revenue line
Reduces the expense it came from. Never a revenue line
Owner contribution
2,150.00
Equity. Not income, and not taxable revenue
Equity. Not income, and not taxable revenue
Total deposits
1,284,902.44
Overstates revenue by 88,562.26
Overstates revenue by 88,562.26
Closed books separate these five, and every figure clicks through to the line on the statement it came from. That is the difference between a number you can defend in a review and a number you remember.
05 / Titan's price
Public, fixed, and payable on this page.
Close one month free before you buy anything. Drop one statement and read the closed month, tied out to the ending balance your bank printed.
06 / Questions
The rest of what Texas owners ask.
- How much does catch-up bookkeeping cost in Texas?
- A bookkeeper or firm charges $300 to $500 for one to three months behind, $1,500 to $3,500 for a full year, and $3,500 or more past two years, quoted after a discovery call and delivered in three to eight weeks. Titan charges $999 for up to 12 months, which is $83.25 per month closed.
- Do you file the Texas franchise report?
- No. We do not file anything. We produce closed books, the reports, the full ledger and a preparer-importable handoff. Your CPA prepares and signs the franchise report and the federal return.
- My revenue is under the threshold, so does any of this matter?
- Yes. An entity below the no-tax-due threshold still files the Public Information Report or the Ownership Information Report by May 15, and you need books to know which side of the threshold you are on.
- There is no state income tax in Texas. Why do I need closed books?
- Three reasons that arrive on a schedule: the franchise report, the sales tax return on the 20th, and any lender or buyer asking for statements. Texas removes one filing and keeps the rest.
- Can you rebuild what I collected in sales tax?
- We book sales tax collected as a liability and show every Comptroller payment against it, so the balance at any date is readable and traceable. Preparing the return itself is not something we do.
- Do you work with Texas banks and credit unions?
- Any US bank or card issuer, as a PDF or CSV export. Frost, Chase, Wells Fargo, Bank of America, the regionals and the credit unions all export statements we can read.
- What if I am two years behind?
- Catch-Up 24 covers up to 24 months at $1,899. If your opening balance points at activity older than the statements you sent, we say so before you pay and price the extra months at the same public rate.
- Will my CPA accept this?
- That is who we design for. Every figure traces to the source line on the statement you uploaded, every categorization carries our confidence, and uncertain lines come back as flags rather than silent guesses. We are not accountants and we do not sign returns.
Read one month of your own books first.
One statement, one closed month, tied out to the figure your bank printed. No call, no card, no bank connection.
Read next
What catch-up bookkeeping costs
Real market rates for cleanup, what moves the number, and the three options priced side by side.
Bench shut down — what now
The shutdown in dates, what your export is actually worth, and how to rebuild the years behind you.
Reconstruct books from bank statements
The eight-step method, the tie-out that proves a month is finished, and the five errors that cost the most time.
Bookkeeping cleanup for contractors
A contractor chart of accounts, the six statement lines that get miscategorized, and what a trade shop gets quoted.
Shopify seller, behind on books
One payout taken apart, why the deposit is not your revenue, and the chart of accounts an online seller needs.
Catch-up bookkeeping in California
The CDTFA and FTB calendar, the $800 annual tax, and the LLC fee tier only a closed year can answer.