Triva isn't available right now.
Check out the support page for our phone number and hours
Screen CALLCGen - California Single Member LLC - General Information (1040)
Show all hidden content
Overview
Use this screen to complete Form 568, Limited Liability Company Return of Income, Sides 1 and 2.
Activity Information
This section displays the entity information for activities included in the limited liability company (LLC). The Activities included in the LLC statement window lists all federal activities included in the LLC. If no data is present in the statement window, the LLC is a state unit only and no federal data entry is transferred to the LLC.
Create LLC with no federal activity
Enter
X
to create an LLC activity when the limited liability company is not associated with a federal activity and the Secretary of State (SOS) file number is not included in the State use code
field in any federal activity input screen (C, Rent, F, 4835, K-1).Secretary of State File Number
If the LLC is associated with a federal activity, the SOS (Secretary of State) file number, enter code
3
in the State use code
field on federal C Screen, Rent, F, 4835, or K-1 to create a unit of CALLCGen Screen for the LLC activity.An SOS number can only be 7, 9, 10, 11 or 12 digits. If a taxpayer doesn’t have an SOS number on file, on the federal screen you may enter an SOS number that begins with “None” (for example "None", "None1", "None2") to create the LLC activity.
If the LLC doesn’t have a valid SOS number, use the CALLCELF screen to enter Temporary ID number or Explanation of why the LLC doesn’t have a valid SOS Number or Temporary ID number to file the return electronically.
Activities included in LLC
This statement window lists all federal activities included in the LLC. If no data is present in the statement window, the LLC is a state unit only and no federal data entry is transferred to the LLC return.
Miscellaneous
Information entered in this section is used to calculate Form 568, Sides 1 and 2.
Sole owner (Force taxpayer or spouse)
The sole owner's name, Social Security number, and email address displayed on Form 568, Page 1, defaults to the owner of the 1st activity listed in the
Activities included in LLC
statement window. For state-only units with no federal activities included in the LLC, UltraTax CS defaults to the taxpayer's name, Social Security number, and email. Use this field to change the owner's name and Social Security number to the taxpayer or spouse.Military Deployment Exemption
If a taxpayer qualifies for Military Deployment Exemption, enter an
X
in this field to remove the $800 LLC tax from Form 568 and from the LLC Late Filing Penalty worksheets. When this field is marked, code "U
" displays in the "RP" area at the top of Form 568, page 1.An entry in this field has no effect on Form 3522, LLC Tax Voucher. Use the
Suppress printing of Form 3522 (for tax) with return
field on CALLCExt Screen to suppress the payment voucher for tax.Special handling required: Disaster
For paper-filed returns, enter
X
in the Disaster
field to report code 9
in the RP section of the scan area on Form 568, Page 1. Code 9
alerts the California Franchise Tax Board that the LLC return requires special handling due to a disaster. An entry in this field has no effect on the electronic record.For electronically filed returns, enter an explanation in the
Disaster explanation
statement window to include in the electronic record to alert the California Franchise Tax Board that the LLC return requires special handling due to a disaster. Information in this statement window doesn’t appear on a paper-filed return.Limited liability company name
Enter the name of the LLC. When this field is blank the LLC name defaults to the activity description of the 1st entry in the
Activities included in LLC
statement window.Street / City, state, ZIP code
UltraTax CS defaults to displaying the business address entered in federal C Screen for the 1st Schedule C listed in the
Activities included in LLC
statement window. If no address is entered on that screen, the address defaults to the taxpayers address in federal 1040 Screen. Use these fields to enter an address if different. If any portion of the address is different, the street, city, postal code, and ZIP must all be entered.Telephone number
Enter the telephone number of the contact person for Form 3522 LLC Tax Voucher.
Principle Business Activity Code
Principle business activity code defaults to the federal data entry for the 1st activity included in the LLC. Use this field to enter a code if different. Not all codes are acceptable in an electronically filed return. Refer to the California electronic filing publications for a list of codes allowed for e-filing.
Principle business activity name
The principle business activity name defaults to the description of the 1st activity included in the LLC. Use this field to enter a name if different.
Date business started in California
For UT23 and prior, if the date entered here is from the current tax year and
Initial return
is marked, the $800 LLC tax is omitted from Form 568.Initial return
For UT23 and prior, if this field is marked and
Date business started in California
is from the current tax year, the $800 LLC tax is omitted from Form 568.Final return
In addition to marking the
Final
field on Form 568, entering X
in this field suppresses the Form 3522 voucher for next year's LLC tax or suppresses electronic funds withdrawal of next year's LLC tax in the electronic record. When this field is marked and electronic funds withdrawal of next year's LLC tax is enabled via CALLCBnk screen, UltraTax CS displays an electronic filing error when attempting to create the electronic record.Amended return
When this field is marked, UltraTax CS prints filing instructions for an Amended return and suppresses interest and penalty calculations for the LLC return.
IRC 965
Enter
1
to include an E
for IRC 965 in the RP area at the top of Form 568, Page 1.Not subject to LLC tax in the current tax year
Enter
X
when the owner of the LLC is not subject to the LLC tax for the current year. When this field is marked, UltraTax CS omits the $800 LLC tax from Form 568 and the LLC Late Filing Interest and Penalty Worksheets. If required, attach an explanation or Form LLC-4/8, Limited Liability Company Short form Certificate of Cancellation.An entry in this field has no effect on Form 3522, LLC Tax Voucher. Use the
Suppress printing of Form 3522 (for tax) with return
field on Screen CALLCExt to suppress the payment voucher for tax.See FTB Pub 3556 for more information.
note
UltraTax CS doesn’t support filing of short-year or partial-year LLC returns. If you use UltraTax CS to prepare such a return and attempt to e-file the return, the California Franchise Tax Board will reject the return if the $800 LLC tax is suppressed from Form 568, and the tax year is longer than 15 days. If the tax year doesn’t exceed 15 days in length, you may override the
TYB
(Tax Year Beginning) and TYE
(Tax Year Ending) fields on Form 568, Page 1 to dates other than January 1 and December 31 to e-file the LLC return when the $800 LLC tax is suppressed on Form 568.Email address
The email address is displayed on the Form 568, Page 1 when the
Include taxpayer/spouse email address on return or in electronic file option
is marked in Setup, 1040 Federal, Other Return Options, and then Other tab. The email addressed included is the email address entered in federal Contact Screen for the owner of the 1st activity listed in the Activities included in LLC
statement window. Use this field to enter a different email address. Enter None
to exclude the email address from the return.