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Forms included in the electronic record

To determine whether a form or worksheet is included in the electronic file, see the following tables.

Forms with calculations

Form Number
Form Name
Included in e-file
Auto PDF
Not included in e-file; must be paper filed
Form 565
Partnership return of income
X
N/A
N/A
Form 568
Limited Liability Company Return of Income (includes Schedule T and LLC Income Worksheet)
X
N/A
N/A
Schedule K-1 (Form 565)
Partner's Share of Income, Deductions, Credits, etc.
X
N/A
N/A
Schedule K-1 (Form 568)
Member's Share of Income, Deductions, Credits, etc.
X
N/A
N/A
Schedule D (Form 565)
Partnership Capital Gain or Loss
X
N/A
N/A
Schedule D (Form 568)
LLC Capital Gain or Loss
X
N/A
N/A
Schedule D-1 (Form 565)
Sales of Business Property (CA version of Federal 4797)
X
N/A
N/A
Schedule F
Profit or Loss from Farming (CA amounts)
X
N/A
N/A
Schedule R
Apportionment and Allocation of Income
X
N/A
N/A
Form 592-B
Resident and Nonresident Withholding Tax Statement
X
N/A
N/A
Form 3520 BE
Power of Attorney
N/A
N/A
X
Form 3520 RVK
Power of Attorney Declaration Revocation
N/A
N/A
X
Form 3522 (Form 568)
LLC Tax Voucher (Paid EFW or mailed)
X - with return only
N/A
X
Form 3536 (2016 Form 568)
LLC Fee Voucher (EFW or mailed)
X
N/A
X
Form 3536 (2017 Form 568)
LLC Fee Voucher (EFW or mailed)
X - with return only
N/A
X
Form 3537 (Form 568)
Payment Voucher for Automatic Extension for LLC
X
N/A
N/A
Form 3538 (Form 568)
Payment Voucher for Automatic Extension for Limited Partnerships, LLPs, and REMICs
X
N/A
N/A
Form 3587 (Form 565)
Payment Voucher for Partnership e-filed Returns
N/A
N/A
X
Form 3588 (Form 568)
Payment Voucher for LLC e-filed Return
N/A
N/A
X
Form 3805E
Installment Sale Income (CA version of Federal 6252)
X
N/A
N/A
Form 3832
LLC's List of Members and Consents (in CA twice - 1 lists all partners, the other lists only 1 partner and is in Ptr Package)
X
N/A
N/A
Form 3885P (Form 565)
Partnership Depreciation and Amortization
X
N/A
N/A
Form 3885L (Form 568)
LLC Depreciation and Amortization
X
N/A
N/A
Form 4684
Casualties and Thefts (CA amounts)
X
N/A
N/A
Form 8453-LLC (Form 568)
CA e-file Return Authorization for LLC (retained by ERO)
N/A
N/A
N/A
Form 8453-P (Form 565)
CA e-file Return Authorization for Partnerships (retained by ERO)
N/A
N/A
N/A
Form 8824
Like-Kind Exchanges (CA amounts)
X
N/A
N/A
Form 8825
Rental Real Estate Income and Expenses of a Partnership or an S Corporation (CA amounts)
X
N/A
N/A
Form 540NR
Nonresident Income Tax Return (Group Filing)
N/A
N/A
X
Schedule X
California Explanation of Amended Return
N/A
N/A
X
Form 540ES
Estimated Tax for Individuals (Group Filing)
N/A
N/A
X
Form 1067A
Nonresident Group Return Schedule
N/A
N/A
X
Form 3519
Payment for Automatic Extension for Individuals
N/A
N/A
X
Form 3864
Group Nonresident Return Election
N/A
N/A
X
Form 5805
Underpayment of Estimated Tax by Individuals
N/A
N/A
X
Form 592 - 2018
Resident and Nonresident Withholding Statement
N/A
N/A
X
Form 592V - 2018
Payment Voucher for Resident and Nonresident Withholding
N/A
N/A
X
Form 592 - 2018
Resident and Nonresident Withholding Statement
N/A
N/A
X
Form 592V - 2018
Payment Voucher for Resident and Nonresident Withholding
N/A
N/A
X
Form 592A-2018
Payment Voucher for Foreign Partner or Member Withholding
N/A
N/A
X
Form 592F-2018
Payment Voucher for Foreign Partner or Member Withholding
N/A
N/A
X
Form 592A-2018
Payment Voucher for Foreign Partner or Member Withholding
N/A
N/A
X

Non-calculating forms

Form 1067B
Group Nonresident Return Payment Transfer Request
N/A
N/A
X
N/A
Form 3507
Prison Inmate Labor Credit
N/A
N/A
X
N/A
Form 3511
Environmental Tax Credit
N/A
N/A
X
N/A
Form 3521
Low-Income Housing Credit
X
N/A
N/A
N/A
Form 3523
Research Credit
X
N/A
N/A
N/A
Form 3531
California Competes Tax Credit
X
N/A
N/A
N/A
Form 3533
Change of Address for Individuals
N/A
N/A
X
N/A
Form 3533-B
Change of Address for Businesses, Exempt Organizations, Estates, and Trusts
N/A
N/A
X
N/A
Form 3540
Credit Carryover and Recapture Summary
X
N/A
N/A
N/A
Form 3541
Motion Picture and Television Production Credit
X
N/A
N/A
N/A
Form 3546
Enhanced Oil Recovery Credit
N/A
N/A
X
X
Form 3548
Disabled Access Credit for Eligible Small Businesses
X
N/A
N/A
N/A
Form 3554
New Employment Credit
X
N/A
N/A
N/A
Form 3579
Pending Audit Tax Deposit Voucher for LPs, LLPs, and REMICs
N/A
N/A
X
N/A
Form 3581
Tax Deposit Refund and Transfer Request
N/A
N/A
X
N/A
Form 3592
College Access Tax Credit
X
N/A
N/A
N/A
Form 3805Z
Enterprise Zone and Credit Summary
X
N/A
N/A
N/A
Form 3807
Local Agency Military Base Recovery Area Deduction and Credit Summary
X
N/A
N/A
N/A
Form 3808
Manufacturing Enhancement Area Credit Summary
X
N/A
N/A
N/A
Form 3809
Targeted Tax Area Deduction and Credit Summary
X
N/A
N/A
N/A
Form 3814
New Donated Fresh Fruits or Vegetables Credit
X
N/A
N/A
N/A
Form 3834
Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
X
N/A
N/A
N/A
N/A
General Footnote
X
N/A
N/A
N/A
N/A
Elections
X
N/A
N/A
N/A
N/A
Return Statements
X
N/A
N/A
N/A
N/A
Partner Statements
X
N/A
N/A
N/A

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