Partner Data Entry > California tab

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Use the state tabs in the Partner Information window in Partner Data Entry to enter state-specific information for partners. State tabs appear only if you have added states to the return.

To update a partner's state-specific information, click that partner in the Partner Information window, and then click the appropriate state tab.

Fields & buttons

California information group box

Mark this checkbox to exclude the current partner from nonresident withholding calculation.

Mark this checkbox to include the partner on Form 592B, even if not required.

By default, UltraTax CS only calculates withholding tax when a partner's California distributions are greater than $1,500. Mark this checkbox to withhold tax when the partner's California distributions are less than $1,500.

Mark this checkbox if the partner is a unitary partner. This information is necessary to correctly report Schedule K-1 information for unitary partners.

Select the California state entity type for the current partner from the drop-down list. If you leave this field blank, UltraTax CS defaults to the federal entity type for the state entity type.

If the partner is a corporation, enter the partner's California corporation number. UltraTax CS uses this information to complete Form 592-B.

If the partner is a corporation, enter the partner’s California Secretary of State number. UltraTax CS uses this information to complete Form 592-B.

If the partner is a corporation, enter the partner’s LLC temporary number. UltraTax CS uses this information when electronic filing Form 3832.

Mark this checkbox if the member is a nonresident member who failed to sign Form 3832 and consent to be subject to California tax.

Note: This field applies only to LLCs.

Mark this checkbox if the member sold or transferred his or her ownership interest before the end of the LLC's taxable year.

Note: This field applies only to LLCs.

Composite information group box

Mark this checkbox to include this partner in the composite return filing.

For each eligible composite filer, enter the spouse's / Registered Domestic Partner's (RDP's) name. UltraTax CS uses this information to complete Schedule 1067A.

If an eligible composite filer has a spouse / Registered Domestic Partner (RDP), enter the spouse's / RDP's Social Security number. UltraTax CS uses this information to complete Schedule 1067A.

Note: Eligible composite filers are those individual or grantor trust partners that can be included in composite filing.

Mark this checkbox if the partner's income from all group returns is over $1 million. UltraTax CS uses this information to calculate the mental health services tax.

Related topic: Partner Data Entry > State tabs

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