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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
See also: 1040 California frequently asked questions
Overview
California Form 568 is a business return that uses the modernized e-filing format and is independent of the electronic filing of federal Form 1040 and California Forms 540 or 540NR. The California e-file for each Form 568 designated for electronic filing is sent directly to the California FTB. UltraTax/1040-CA does not support fiscal year processing. California’s filing period is identical to the IRS’s filing period for individual returns. UltraTax/1040-CA does not require the federal return to be filed electronically in order to file the California return electronically.
Use this screen to suppress electronic filing of the California LLC return.
Electronic Filing Information
Use this section to suppress electronic filing of the California LLC return.
This section displays the entity information for activities included in the Limited Liability Company. The Activities included in LLC 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. See Completing Form 568, LLC Return of Income for detailed information on creating LLC activities.
UltraTax/1040-CA defaults to creating an electronic file for each LLC included in the return when the individual return is marked to be filed electronically in federal Screen ELF. Entering X in this field suppresses the creation of the electronic file only for the LLC unit marked.
The California Franchise Tax Board advises that Form 568 (LLC) returns that do not have an SOS Number may still be filed electronically, provided that the electronic record includes either a valid Temporary ID number or an explanation of why SOS Number and Temporary ID number are not applicable. Per FTB specifications, this information is intended for electronically filed returns only. The Temporary ID number and explanation do not appear on the paper copy of Form 568 or supporting schedules or vouchers.
Temporary ID number, if applicable, must be 9 digits, starting with "0". A valid temporary ID number is included in the electronic record if the LLC does not have a valid SOS number.
If the LLC does not have a valid SOS number or valid Temporary ID number, enter an Explanation of why an SOS number and Temporary ID number are not applicable. Choose the appropriate explanation from the fieldview or enter a Other explanation. The explanation is included in the electronic record if the LLC does not have a valid SOS number or valid Temporary ID number.
2018 UltraTax CS
