Enter X to create an LLC activity when the limited liability company (LLC) 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).

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 Screen C, Rent, F, 4835, or K-1 in order to create a unit of Screen CALLCGen for the LLC activity.

A SOS number must be 10 or 12 digits and start with "19" or "20". If taxpayer does not have an SOS number on file, on the federal Screen you may enter an SOS number that starts with "None" (e.g. "None", "None1", "None2", etc.) in order to create the LLC activity.

If the LLC does not have a valid SOS number, use Screen CALLCELF to enter Temporary ID number or Explanation of why LLC does not have a valid SOS Number or Temporary ID number in order to file the return electronically.

This statement dialog lists all federal activities included in the LLC. If no data is present in the statement dialog, the LLC is a state unit only and no federal data entry is transferred to the LLC return.

The sole owner’s name, Social Security number, and email address displayed on Form 568, Page 1, defaults to the owner of the first activity listed in the Activities included in LLC statement dialog. For state only units with a 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.

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 dialog 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 dialog does not appear on a paper-filed return.

Enter the name of the LLC. When this field is blank the LLC name defaults to the activity description of the first entry in the Activities included in LLC statement dialog.

UltraTax CS defaults to displaying the business address entered in federal Screen C for the first Schedule C listed in the Activities included in LLC statement dialog. If no address is entered on that screen, the address defaults to the taxpayers address in federal Screen 1040. 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.

Enter the telephone number of the contact person for Form 3522 LLC Tax Voucher.

Principle business activity name defaults to the description of the first activity included in the LLC. Use this field to enter a name if different.

Principle business activity code defaults to the federal data entry for the first 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.

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 Screen CALLCBnk, UltraTax CS displays an electronic filing error when attempting to create the electronic record.

When this field is marked, UltraTax CS prints filing instructions for an Amended return and suppresses interest and penalty calculations for the LLC return.

Enter 1 to include an E for IRC 965 in the RP area at the top of Form 568, Page 1.

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 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 2019 tax) with return field on Screen CALLCExt to suppress the payment voucher for 2019 tax.

See FTB Pub 3556 for more information.

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 > Other tab. The email addressed included is the email address entered in federal Screen Contact for the owner of the first activity listed in the Activities included in LLC statement dialog. Use this field to enter a different email address. Enter None to exclude the email address from the return.