Form BOE-501-EU Fillable Electrical Energy Surcharge Return

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Download Form BOE-501-EU

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(15 PENALTY [multiply line 14 by 10% (0 10) if payment is made after due date] $) (16 INTEREST $) (16 INTEREST: One month's interest is due on the surcharge for each month or fraction of a month that payment is delayed after the due date The adjusted monthly interest rate is ) (17 TOTAL AMOUNT DUE AND PAYABLE (add lines 14 15 and 16) $) (AVAILABLE ELECTRICAL ENERGY 1 Electrical energy generated Kilowatt Hours ) (AVAILABLE ELECTRICAL ENERGY 2 Generated electrical energy sold to the Power Exchange (PX) Kilowatt Hours ) (AVAILABLE ELECTRICAL ENERGY 3 Total generated electrical energy available for sale or consumption (line 1 minus line 2) Kilowatt Hours ) (AVAILABLE ELECTRICAL ENERGY 4 Electrical energy purchased Kilowatt Hours ) (AVAILABLE ELECTRICAL ENERGY 5 Total available electrical energy (add lines 3 and 4) Kilowatt Hours ) (BOE USE ONLY ) (CLEAR) CLEAR (COMPUTATION OF SURCHARGE 10 Electrical energy sold or consumed subject to the surcharge (kilowatt hours) (line 5 minus line 9) ) (COMPUTATION OF SURCHARGE 11 Rate of surcharge (per kilowatt hour) $) (COMPUTATION OF SURCHARGE 12 Total surcharge (multiply line 10 by the rate on line 11) $) (COMPUTATION OF SURCHARGE 13 Billing adjustments $) (COMPUTATION OF SURCHARGE 14 Net surcharge due with this return (add lines 12 and 13) $) (DATE) (DEDUCTIONS 6 Electrical energy sales to exempt customers Kilowatt Hours ) (DEDUCTIONS 7 Electrical energy used or lost in generation transmission and/or distribution Kilowatt Hours ) (DEDUCTIONS 8 Pooled electrical energy used exempt from surcharge (cannot exceed line 1) Kilowatt Hours ) (DEDUCTIONS 9 Total deductions (add lines 6 7 and 8) Kilowatt Hours ) (DUE ON OR BEFORE) (EMAIL ADDRESS) (line 5 minus line 9) (PRINT NAME AND TITLE) (PRINT) PRINT (TELEPHONE (AREA CODE)) (TELEPHONE) (text) (text) (text) (text) (YOUR ACCOUNT NO ) [ FOID 1 800 400 7115 (TTY:711); from the main menu select the option Special Taxes and Fees 1 Electrical energy generated 1 10 Electrical energy sold or consumed subject to the surcharge (kilowatt hours) 11 Rate of surcharge (per kilowatt hour) 11 $ 12 Total surcharge (multiply line 10 by the rate on line 11) 12 $ 13 Billing adjustments 13 $ 14 Net surcharge due with this return (add lines 12 and 13) 14 $ 15 Penalty [multiply line 14 by 10% (0 10) if payment is made after due date] PENALTY 15 $ 16 INTEREST: One month's interest is due on the surcharge for each month orfraction of a month that payment is delayed after the due date The adjustedmonthly interest rate is 16 on the front of this form and applies for each month or portion of a month after the due date 17 TOTAL AMOUNT DUE AND PAYABLE (add lines 14 15 and 16) 17 $ 2 Generated electrical energy sold to the Power Exchange (PX) 2 3 Total generated electrical energy available for sale or consumption (line 1 minus line 2) 3 5 Total available electrical energy (add lines 3 and 4) 5 6 Electrical energy sales to exempt customers 6 7 Electrical energy used or lost in generation transmission and/or distribution 7 8 Pooled electrical energy used exempt from surcharge (cannot exceed line 1) 8 9 Total deductions (add lines 6 7 and 8) 9 accounting principles Do not include electrical energy used in auxiliary or indirect activities such as street lighting advertising off street parking facilities and other similar purposes (See also instructions for lines 7 and 10 ) This Always write your account number on your check or money order Make a copy of this document for your records and 16 and interest charges The penalty is 10 percent (0 10) of the total fee due on line 14 The interest rate is noted on line AVAILABLE ELECTRICAL ENERGY AVAILABLE ENERGY BEFORE PREPARING BOARD OF EQUALIZATION BOE 501 EU (BACK) REV 9 (4 13) BOE 501 EU (FRONT) REV 9 (4 13)STATE OF CALIFORNIA BOE USE ONLY COMPUTATION OF SURCHARGE consistent with the utility's computation methods consumers This return must be filed even though you have no surcharge to report in a specific reporting period Failure to file a corrections However either or both of these adjustments may be made to the kilowatt hours on line 10 if more deduction cannot exceed the electrical energy generated as entered on line 1 DEDUCTIONS DEDUCTIONS Kilowatt Hours distribution or lost in such process by dissipation or unaccounted for in accordance with generally accepted DUE DATE FOR PAYMENT OF SURCHARGE DUE ON OR BEFORE electric utility making energy sales to consumers must collect and remit to the state the amount of surcharges applicable to its Electrical energy purchased4 4 ELECTRICAL ENERGY SURCHARGE RETURN EMAIL ADDRESS examined by me and to the best of my knowledge and belief is a true correct and complete return generation transmission and/or distribution of electrical energy that was used from a pool of self generated and I hereby certify that this return including any accompanying schedules and statements has been If you need additional information please contact the State Board of Equalization Special Taxes and Fees P O Box 942879 INSTRUCTIONS ELECTRICAL ENERGY SURCHARGE RETURN INTEREST 16 $ Kilowatt Hours Line 1 Enter the number of kilowatt hours of electrical energy generated by you the reporting utility Line 10 Kilowatt hours subject to the surcharge Subtract line 5 from line 9 Line 11 Current rate of surcharge Line 12 Total surcharge due Multiply line 10 by the rate on line 11 Line 13 Enter adjustments to amount of surcharge previously reported This includes adjustments for net write offs and billing Line 14 Net surcharge due Subtract line 12 from line 13 Line 17 Total amount due and payable Add lines 14 15 and 16 and enter total amount due and payable Line 2 Enter the number of kilowatt hours of generated electrical energy sold to the Power Exchange (PX) Line 4 Enter the number of kilowatt hours of electrical energy purchased Line 6 Enter the number of kilowatt hours of electrical energy sold to consumers who are not subject to the electrical energy Line 7 Enter the number of kilowatt hours of electrical energy used directly in the process of generation transmission and/or Line 8 Enter the number of kilowatt hours of electrical energy used for purposes other than directly in the process of Lines 15 If your fee is being paid after the due date shown on the front of this return additional amounts are due for penalty Make check or money order payable to State Board of Equalization office or warehouse usage outdoor advertising etc (See also instructions for line 8 ) On or before the last day of the month following each calendar quarter a return for the preceding quarterly period must be filed Payments: You can make your payment by paper check Online ACH Debit (ePay) or by credit card To use ePay go to our purchased electricity Examples include electrical energy used in street lighting or for office or warehouse outdoor RA B/A AUDREG READ INSTRUCTIONS return return may result in additional costs to you You must enter all amounts subject to the surcharge beginning at line 10 on the RR QS FILEREF Sacramento CA 94279 0088 You may also visit the BOE website at www boe ca gov or call the Taxpayer Information Section at SIGNATURE PRINT NAME AND TITLE SPECIAL TAXES AND FEESP O BOX 942879SACRAMENTO CA 94279 6085 surcharge (See Pamphlet No 11 Regulations 2315 and 2316 for specific exemptions ) TELEPHONE The California State Board of Equalization (BOE) administers the Energy Resources Surcharge Law The surcharge is imposed upon the consumption in California of electrical energy purchased from an electric utility on and after January 1 1975 Every website or call 1 855 292 8931 Mandatory EFT accounts must pay by EFT or ePay Be sure to sign and mail your return with the BOE www boe ca gov website at click on the eServices tab and log in to make a payment To pay by credit card go to our YOUR ACCOUNT NO

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