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Screen CAELF - California Electronic Filing (1120)
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General Information
Use this section to enter electronic filing information.
note
- Enter name control in the CAGen screen, if different from federal.
- Enter banking information or direct deposit information in the CABank screen, if different from federal.
- To instruct the client to pay by electronic funds transfer instead of electronic withdrawal, leaveRequested payment dateblank and mark the Corporate filing instruction checkbox in the CALetter screen.
Suppress California electronic file(s) when filing federal return or extension electronically
Enter
X
to suppress the creation of all electronic files for California. If this box is marked, no electronic files will be created for California and the filing instructions will instruct clients to file their tax returns on paper.Suppress Form 100 / 100S / 100W / 100X electronic file or extension when only filing other CA return electronically
Enter
X
to suppress the creation of electronic file for Forms 100, 100S, 100W, or 100X when you want to electronically file only Form 199.Electronic file waiver request via Link Online Waiver
Enter
X
to indicate that a waiver from the electronic file mandate has been requested through the Franchise Tax Board. The waiver may be requested by visiting https://www.ftb.ca.gov/professionals/busefile/Business_eFile_Waiver_Request.asp. An informational diagnostic message prints to acknowledge this. Your waiver may be submitted before, or up to 15 days after, filing the tax return.Form 8453-C has already been signed and returned
Enter
X
if Form 8453-C has already been signed by an authorized office of the corporation and returned to the firm. When this is marked, the filing instructions will indicate no further action is necessary and Form 8453-C won’t print with the tax return. If this this isn't marked, the filing instructions will indicate that Form 8453-C must be signed before the return can be filed electronically. To print Form 8453-C with the tax return regardless of this box, enter X
for Always print Form 8879 (etc.), regardless of signature status
in Setup, Office Configuration, then Print Options.Signature date
Enter the date Form 8453-C was signed by an officer of the corporation. If this is blank, the application defaults to the
Signature date
in the federal ELF screen, or the option selected at Setup, Office Configuration, Print Options, then When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered
.ERO signature date
Enter the date Form 8453-C was signed by the electronic return originator (ERO). If this is blank, the application defaults to the date entered for
Signature date
. If both are blank, the application defaults to the ERO signature date
in the federal ELF screen, or the option selected at Setup, Office Configuration, Print Options, thenWhen Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered
.Electronic funds withdrawal for returns: Requested payment date
Enter a date that is on or before the due date of the return to authorize automatic funds withdrawal for payment of a balance due return. If this is blank, the application doesn’t generate a payment record.
For returns transmitted after the due date, the payment date must be the same as the date the return is transmitted.
To instruct the client to pay by electronic funds transfer instead of electronic withdrawal, leave this field blank and mark the
Corporate filing instruction
check box in the CALetter screen.Amount of tax payment (Force)
Enter an amount if only a partial payment of the return balance due is being made through electronic funds withdrawal. If this is blank, the application uses the total balance due on the return for the electronic funds withdrawal amount.
Electronic funds withdrawal for amended returns: Requested payment date
Enter a date to authorize automatic funds withdrawal for payment of an amended balance due return. If this is blank, the application doesn’t generate a payment record.
To instruct the client to pay by electronic funds transfer instead of electronic withdrawal, leave this blank and mark the
Corporate filing instruction
check box in the CALetter screen.Amount of tax payment (Force)
Enter an amount if only a partial payment of the return balance due is being made through electronic funds withdrawal. If this is blank, the application uses the total balance due on the amended return for the electronic funds withdrawal amount.
Extension Information
Use this section to enter electronic filing information for the extension payment.
Form 8453-BE has already been signed and returned
Enter
X
if Form 8453-BE has already been signed by an authorized office of the corporation and returned to the firm. When this is marked, the filing instructions will indicate no further action is necessary and Form 8453-BE won’t print with the tax return. If this isn't marked, the filing instructions will indicate that Form 8453-BE must be signed before the extension payment can be filed electronically. To print Form 8453-BE with the tax return regardless of this box, enter X
for Always print Form 8879 (etc.), regardless of signature status
in Setup, Office Configuration, then Print Options.Electronic funds withdrawal for extension: Requested payment date
Enter a date that is on or before the due date of the return to authorize automatic funds withdrawal for payment of the extension. If this field is blank, the application doesn’t generate a payment record.
Additional Information Form 199 (C Corp)
Suppress Form 199 electronic file when only filing other returns electronically
Enter
X
to suppress the creation of electronic file for Form 199 when you want to electronically file only Forms 100, 100S, 100W, or 100X.Electronic file waiver request via Link Online Waiver
Enter
X
to indicate that a waiver from the electronic file mandate has been requested through the Franchise Tax Board. The waiver may be requested by visiting https://www.ftb.ca.gov/professionals/busefile/Business_eFile_Waiver_Request.asp. An informational diagnostic message prints to acknowledge this. Your waiver may be submitted before, or up to 15 days after, filing the tax return.Form 8453-EO has already been signed and returned
Enter
X
if Form 8453-EO has already bestatus inned by an authorized office of the corporation and returned to the firm. When this is marked, the filing instructions will indicate no further action is necessary and Form 8453-EO won’t print with the tax return. If this input isn't marked, the filing instructions will indicate that Form 8453-EO must be signed before the return can be filed electronically. To print Form 8453-EO with the tax return regardless of this box, enter X
for Always print Form 8879 (etc.), regardless of signature status
Setup, Office Configuration, then Print Options.Signature date
Enter the date Form 8453-EO was signed by an officer of the corporation. If this is blank, the application defaults to the
Signature date
in the federal ELF screen, or the option selected at Setup, Office Configuration, Print Options, then When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered
.ERO signature date
Enter the date Form 8453-EO was signed by the electronic return originator (ERO). If this is blank, the application defaults to the date entered for
Signature date
. If both are blank, the application defaults to the ERO signature date
in the federal ELF screen, or the option selected at Setup, Office Configuration, Print Options, then When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered
.Electronic funds withdrawal for returns: Requested payment date
Enter a date that is on or before the due date of the return to authorize automatic funds withdrawal for payment of a balance due return. If this is blank, the application doesn’t generate a payment record.
For returns transmitted after the due date, the payment date must be the same as the date the return is transmitted.
To instruct the client to pay by electronic funds transfer instead of electronic withdrawal, leave this blank and mark the
Corporate filing instruction
checkbox in the CALetter screen.Amount of tax payment (Force)
Enter an amount if only a partial payment of the return balance due is being made through electronic funds withdrawal. If this is blank, the application uses the total balance due on the return for the electronic funds withdrawal amount.
Electronic funds withdrawal for amended returns: Requested payment date
Enter a date to authorize automatic funds withdrawal for payment of an amended balance due return. If this is blank, the application doesn’t generate a payment record.
To instruct the client to pay by electronic funds transfer instead of electronic withdrawal, leave this blank and mark the
Corporate filing instruction
checkbox in the CALetter screen.Amount of tax payment (Force)
Enter an amount if only a partial payment of the return balance due is being made through electronic funds withdrawal. If this is blank, the application uses the total balance due on the amended return for the electronic funds withdrawal amount.