Electronic Filing Online Filing Individual Business Electronic Filing ...
CALIFORNIA
STATE FACT SHEET
State Packages ......................... 1040, 1041, 1065, 1120, 1120S, and 990 Electronic Filing Individual (direct state) Approved 11/24/2010 Online Filing
Corporate and S-Corporation Partnership
Approved 11/24/2010 Approved 11/24/2010
Individual
Approved 12/09/2010
Individual • • • • • • • • • •
Offers all forms that can be e-filed Amended return will automatically transfer data if the current tax year is being calculated Supports the annualized method and regular method of computing the underpayment penalty Extension of Time to File form Generates worksheets from the CA instructions to support detailed calculations Prepares Estimates and Extensions Ability to pay electronically via electronic funds withdrawal on a specific date Ability to have refund direct deposited electronically Offers several specialized worksheets to show taxpayer and spouse amounts split out for certain items Special Calculations Depreciation differences Credit for taxes paid to other states Schedule W Worksheet
Business • • • • •
Includes Corporate, S Corporation, Partnership, Tax Exempt, and Fiduciary returns Supports the annualized method and regular method of computing the underpayment penalty Provides simultaneous multi-state processing capabilities Generates worksheets from the CA instructions to support detailed calculations Prepares estimates and extensions
Electronic Filing Features • • • • •
A fully integrated electronic filing module for the CA 540, CA 100, CA 565/568, and CA 100S e-Filing software identifies and corrects many errors, cutting the time spent processing returns and waiting for refunds e-Filed returns have a much lower error rate (1.5%) as compared to the paper return error rate reported by the IRS (18%) Direct Deposit is available for e-filed returns only Direct Debit available for e-filed returns with a balance due
For a Free Demo, Please Call Our Sales Department D RAKE SOFTWARE • 235 EAST PALMER STREET • FRANKLIN , NC 28734 • 800.890.9500 • FAX: 828.369.9928 SALES @D RAKESOFTWARE.COM • D RAKESOFTWARE.COM
Individual: •
Form 540
•
5402EZ
•
540NR
• •
540NRS 540ES
• • •
540X 540-V 3501
• •
3503 3506
• •
3507 3510
• • • •
3519 3520 3521 3523
De scription Pa ge s Resident Income Tax Return 3 CAWK_47 Other gains & losses Worksheet 1 CAWK_A5 State & Local Taxes Paid Computation 1 CAWK_AC Credit for Child Adoption Costs Worksheet 1 CAWK_ADJ AGI Wks Line 36 Summary (Split) 1 CAWK_AGI Adjusted Gross Income Split 1 CAWK_DP Credit for Dependent Parent Worksheet 1 CAWK_E Rents, Royalties, Etc... Worksheet 1 CAWK_EXM AGI Limitation Worksheet 1 CAWK_EXP AGI Wks Line 24 Summary (Split) 1 CAWK_HH Credit for Senior Head of Household Worksheet 1 CAWK_JC Credit for Joint Custody Head of Household Worksheet 1 CAWK_MH Mental Health Worksheet 1 CAWK_MSR Military Spouse Residency Relief Act Wks 1 CAWK_NRC Nonrefundable Renters Credit Worksheet 1 CAWK_REF State Taxable Refund Computation 1 CAWK_SDI Excess CA SDI or VPDI Withheld Worksheet 1 CAWK_SE AGI Wks Line 27 Summary (Split) 1 CAWK_SSB AGI Wks Line 20B Summary (Split) 1 CAWK_USE Use Tax Worksheet 1 CA_ATT00 thru CA_ATT04 - Overflow Statements 1 Resident EZ Income Tax Return 2 CAWK_2EZ - Dependent Tax Worksheet 1 Non-resident Main Form 3 CAWK_47 Other gains & losses Worksheet 1 CAWK_AC Credit for Child Adoption Costs Worksheet 1 CAWK_ADJ AGI Wks Line 36 Summary (Split) 1 CAWK_AGI Adjusted Gross Income Split 1 CAWK_DP Credit for Dependent Parent Worksheet 1 CAWK_E Rents, Royalties, Etc... Worksheet 1 CAWK_EXM AGI Limitation Worksheet 1 CAWK_EXP AGI Wks Line 24 Summary (Split) 1 CAWK_HH Credit for Senior Head of Household Worksheet 1 CAWK_JC Credit for Joint Custody Head of Household Worksheet 1 CAWK_MH Mental Health Worksheet 1 CAWK_MSR Military Spouse Residency Relief Act Wks 1 CAWK_NRC Nonrefundable Renters Credit Worksheet 1 CAWK_SDI Excess CA SDI or VPDI Withheld Worksheet 1 CAWK_SE AGI Wks Line 27 Summary (Split) 1 CAWK_SSB AGI Wks Line 20B Summary (Split) 1 CAWK_USE Use Tax Worksheet 1 CA_ATT05 thru CA_ATT08 - Overflow Statements 1 Non-resident/Part Year Short Form 2 Declaration of Estimated Income Tax 4 CA_ETA CA Estimated Tax Worksheet for Next Year 1 CA_ATT09 Estimate Explanation Statement 1 Amended Individual Tax Return 2 Paper Return Payment Voucher 1 Employer Child Care Program/Contribution Credit 2 CA_ATT44 Overflow Statement 1 Natural Heritage Preservation Credit 1 Child and Dependent Care Expenses Credit 2 CA_ATT35 thru CA_ATT50 - Overflow Statements 1 Prison Inmate Labor Credit 1 Credit for Prior Year Alternative Minimum Tax 1 WK3510 AMT Worksheet for Married Filing Separate 1 Extension Payment Voucher 2 Power of Attorney 3 Low-Income Housing Credit 2 Research Credit 2 CAWK3523 Research Credit Worksheets (1 - 2) 1 CA_ATT92 thru CA_ATT93 - Overflow Statements 1
• • •
3526 3527 3540
• • • •
3546 3547 3548 3553
• • •
3567 3582V 3800
•
3801
•
3803
•
3805E
• •
3805P 3805V
•
3805Z
•
3806
•
3807
•
3808
•
3809
•
3885A
Investment Interest Expense Deduction New Jobs Credit Credit Carryover Summary CA_ATT52 - Overflow Statement Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Business Enterprise Zone Employee Credit CAWK3553 Enterprise Zone Employee Credit Checklist Installment Agreement Request Electronic Payment Voucher Children Investment Income CAWK3800 Investment Income Line 1 CAWK3800 Investment Income Line 9 CAWK3800 Investment Income Line 10 CAWK3800 Investment Income Line 15 CAWK3800 Investment Income Line 17 Passive Activity Loss Limitations CAWK3801 Form 3801 Worksheet 1 CAWK3801 Form 3801 Worksheet 2 CAWK3801 Form 3801 Worksheet 3 CAWK3801 Form 3801 Worksheet 4 CAWK3801 Form 3801 Worksheet 5 CA_ATT54-57 Overflow Statements Parent’s Election to Report Child’s Interest and Dividends CA_ATT58-62 Overflow Statements Installment Sale Income CAWK_05E Installment Sale Income Summary Worksheet CA_ATT94 Overflow Statement IRA & Pension Penalties NOL Computation and NOL and Disaster Loss Limitations CA_ATT63-64 Overflow Statements Enterprise Zone Deduction and Credit Summary CAWK_05Z EZ Hiring Credit & Recapture Worksheet I CAWK_05Z EZ Sales or Use Tax Credit Worksheet II CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 CAWK_05Z EZ Income or Loss Worksheet V Page 3 CAWK_05Z EZ Worksheet Net Operating Loss CAWK05Z (1-7) Overflow Statements Los Angeles Revitalization Zone Deduction and Credit Summary CAWK3806 LARZ Income or Loss Worksheet I, Page 2 CAWK3806 LARZ NOL Worksheet II CAWK06 Overflow Statement LAMBRA Deduction & Credit Summary CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III CAWK3807 LAMBRA Apportionment Worksheet IV Section A CAWK3807 LAMBRA Apportionment Worksheet IV Section BA CAWK3807 LAMBRA Apportionment Worksheet CAWK3807 LAMBRA Net Increase Jobs Worksheet CAWK07 (1-6) - Overflow Statements Manufacturing Enhancement Area Credit Summary CAWK3808 MEA Hiring Credit & Recap Wks I CAWK3808 MEA Income Apportionment Wks II CAWK3808 MEA Income or Loss Wks II CAWK08 (1-3) - Overflow Statements Targeted Tax Area Deduction and Credit Summary CAWK3809 TTA Hiring Credit & Recapture Wks I CAWK3809 TTA Sales or Use Tax Credit Wks II CAWK3809 TTA Business Expense Deduction & Recap Wks III CAWK3809 TTA Apportionment Wks IV CAWK09 (1-6) - Overflow Statements Depreciation and Amortization
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 4 1 1 1 1 1 1 1 1 2 1 1 1 3 1 2 1 1 1 1 1 1 1 2 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 1 1 1 1
• •
4684 4803E
•
5805
•
5805F
•
5870A
• • • • •
592B 593 8453 8454 8455
• • •
8824 8879 8886
•
Sch CA
•
Sch CANR
•
Sch D
•
Sch DNR
•
Sch D1
•
Sch G1
•
Sch P
•
Sch PNR
•
Sch R
• •
Sch RDP Sch S
• •
Sch SSMC Sch W2CG
CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT65-67 Overflow Statements Recalculation of Federal 4684 (For Sch D) Head of Household Schedule CA_ATT34 thru CA_ATT35 - Overflow Statements 4803Q1 Head of Household Schedule – Questionnaire 4803Q2 Head of Household Schedule – Questionnaire 4803Q3 Head of Household Schedule – Questionnaire Underpayment of Estimated Tax CAWK5805 Penalty Worksheet CA_ATT95 Overflow Statement Underpayment of Estimated for Farmers CA_ATT96 Overflow Statement Tax on Accumulation Distribution of Trusts CA_ATT97-99 Overflow Statements Non-resident Withholding Statement Non-resident Withholding for Real Estate Electronic Filing Signature Form (OLF) Electronic Filing Option Out Electronic Filing Payment Record CAWK_PAY Payment Information Worksheet Recalculation of Like-Kind Exchanges (For Sch D) Electronic Filing Signature Authorization Reportable Transaction Disclosure Statement CA_ATT80-88 Overflow Statements Adjustments to Income (CA 540) CAWK_CA Sch CA line 41 Educator Expense Worksheet CAWK_ID Itemized Deduction Worksheet CAWK_SD Standard Deduction Worksheet CAWK_SL Student Loan Interest Deduction Worksheet CA_ATT11-14 Overflow Statements Non-resident Adjustments to Income (CA 540NR) CAWK_ID Itemized Deduction Worksheet CAWK_SD Standard Deduction Worksheet CAWK_SL Student Loan Interest Deduction Worksheet CA_ATT15-18 Overflow Statements Capital Gain or Loss Adjustment (CA 540) CAWK_CLC Capital Loss Carryover Worksheet CALTCGL Long-Term Cap Gain/Loss Summary CASTCGL Short-Term Cap Gain/Loss Summary Non-resident Capital Gain or Loss Adjustment (CA 540NR) CAWK_DNR Nonresident Capital Gain/Loss Worksheet Sales of Business Property CA_ATT21-33 Overflow Statements Tax on Lump-Sum Distribution CAWK_G1 Death Benefit Worksheet CAWK_G1 Line 28 Worksheet Alternative Minimum Tax and Credit Limitations (CA 540) CAWK_AMT Alt Min Tax Worksheet CAWK_TI Alt Min Taxable Income Worksheet CA_ATT36-37 Overflow Statements Non-resident Alternative Minimum Tax and Credit Limitations (CA 540NR) CAWK_AMT Alt Min Tax Worksheet CAWK_TI Alt Min Taxable Income Worksheet CA_ATT38-38 Overflow Statements Apportionment & Allocation of Income CA_ATT90-91 Overflow Statements Reg. Domestic Partner Recalculated AGI Other State Tax Credit CA_ATT40 Overflow Statement Same Sex Married Couples Adjustment W2 Summary
1 1 1 1 2 2 1 1 1 1 3 1 1 1 1 2 1 1 1 1 1 1 1 2 1 2 1 2 1 1 1 1 1 2 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 1 2 1 1 1 3 1 1 1 1 1 1
Corporate: • • • •
Form 100 100ES
De scription
Corporation Franchise or Income Tax Return Corporation Estimated Tax Amended Corporation Franchise or Income Tax Return
100X 3501
• • • • •
3503 3507 3520 3521 3523
• • •
3527 3539 3540
• • • • • • •
3544 3544A 3546 3547 3548 3586V 3805E
•
3805Q
•
3805Z
•
3806
•
3807
•
3808
•
3809
•
3885
Employer Child Care Program/Contribution Credit CA_ATT44 Overflow Statement Natural Heritage Preservation Credit Prison Inmate Labor Credit Power of Attorney Low-Income Housing Credit Research Credit CAWK3523 Research Credit Worksheets (1 - 2) CA_ATT92 thru CA_ATT93 - Overflow Statements New Jobs Credit Corporate Extension Credit Carryover Summary CA_ATT52 - Overflow Statement Election to Assign Credit List of Assigned Credit Received Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Business Electronic Payment Voucher Installment Sale Income CAWK_05E Installment Sale Income Summary Worksheet CA_ATT94 Overflow Statement NOL Computation and NOL and Disaster Loss Limitations CA_ATT63-64 Overflow Statements Enterprise Zone Deduction and Credit Summary CAWK_05Z EZ Hiring Credit & Recapture Worksheet I CAWK_05Z EZ Sales or Use Tax Credit Worksheet II CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 CAWK_05Z EZ Income or Loss Worksheet V Page 3 CAWK_05Z EZ Worksheet Net Operating Loss CAWK05Z (1-7) Overflow Statements Los Angeles Revitalization Zone Deduction and Credit Summary CAWK3806 LARZ Income or Loss Worksheet I, Page 2 CAWK3806 LARZ NOL Worksheet II CAWK06 Overflow Statement LAMBRA Deduction & Credit Summary CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III CAWK3807 LAMBRA Apportionment Worksheet IV Section A CAWK3807 LAMBRA Apportionment Worksheet IV Section BA CAWK3807 LAMBRA Apportionment Worksheet CAWK3807 LAMBRA Net Increase Jobs Worksheet CAWK07 (1-6) - Overflow Statements Manufacturing Enhancement Area Credit Summary CAWK3808 MEA Hiring Credit & Recap Wks I CAWK3808 MEA Income Apportionment Wks II CAWK3808 MEA Income or Loss Wks II CAWK08 (1-3) - Overflow Statements Targeted Tax Area Deduction and Credit Summary CAWK3809 TTA Hiring Credit & Recapture Wks I CAWK3809 TTA Sales or Use Tax Credit Wks II CAWK3809 TTA Business Expense Deduction & Recap Wks III CAWK3809 TTA Apportionment Wks IV CAWK09 (1-6) - Overflow Statements Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences
Pa ge s 5
4 2 2 1 1 1 3 2 2 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 3 1 2 1 1 1 1 1 1 1 2 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 1 1 1 1 1 1
• • • • • • •
4684 592B 593 8453C 8824 8879 8886
•
Sch D1
•
Sch H
• •
Sch P Sch R
CAGAIN~ CA Gain Attachment CA_ATT65-67 Overflow Statements Recalculation of Federal 4684 (For Sch D) Non-resident Withholding Statement Non-resident Withholding for Real Estate Electronic Filing Signature Form (OLF) Recalculation of Like-Kind Exchanges (For Sch D) Electronic Filing Signature Authorization Reportable Transaction Disclosure Statement CA_ATT80-88 Overflow Statements Sales of Business Property CA_ATT21-33 Overflow Statements Corporate Dividend Income Deduction Overflow statement for Part 1 & Part 3 Alternative Minimum Tax and Credit Limitations (CA 100) Apportionment & Allocation of Income CA_ATT90-91 Overflow Statements
1 1 2 1 1 1 2 1 2 1 2 1 1 2 2 7 1
S Corporation: • • • • •
Form 100S 100ES 100S-K1 100X 3501
• • • • •
3503 3507 3520 3521 3523
• • •
3527 3539 3540
• • • • • • •
3544 3544A 3546 3547 3548 3586V 3805E
•
3805Q
•
3805Z
•
3806
•
3807
•
3808
•
3809
• •
4684 592B
De scription Pa ge s S Corporation Franchise or Income Tax Return 5 Corporation Estimated Tax 4 Shareholder's Share of Income, Deductions, Credits, etc… 2 Amended Corporation Franchise or Income Tax Return 2 Employer Child Care Program/Contribution Credit 2 CA_ATT44 Overflow Statement 1 Natural Heritage Preservation Credit 1 Prison Inmate Labor Credit 1 Power of Attorney 3 Low-Income Housing Credit 2 Research Credit 2 CAWK3523 Research Credit Worksheets (1 - 2) 1 CA_ATT92 thru CA_ATT93 - Overflow Statements 1 New Jobs Credit 1 Corporate Extension 1 Credit Carryover Summary 1 CA_ATT52 - Overflow Statement 1 Election to Assign Credit 1 List of Assigned Credit Received 1 Enhanced Oil Recovery Credit 1 Donated Agricultural Products Transportation Credit 1 Disabled Access Credit for Eligible Small Business 1 Electronic Payment Voucher 1 Installment Sale Income 2 CAWK_05E Installment Sale Income Summary Worksheet 1 CA_ATT94 Overflow Statement 1 NOL Computation and NOL and Disaster Loss Limitations 3 CA_ATT63-64 Overflow Statements 1 Enterprise Zone Deduction and Credit Summary 2 CAWK_05Z EZ Hiring Credit & Recapture Worksheet I 1 CAWK_05Z EZ Sales or Use Tax Credit Worksheet II 1 CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III 1 CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 1 CAWK_05Z EZ Income or Loss Worksheet V Page 3 1 CAWK_05Z EZ Worksheet Net Operating Loss 1 CAWK05Z (1-7) Overflow Statements 1 Los Angeles Revitalization Zone Deduction and Credit Summary 2 CAWK3806 LARZ Income or Loss Worksheet I, Page 2 1 CAWK3806 LARZ NOL Worksheet II 1 CAWK06 Overflow Statement 1 LAMBRA Deduction & Credit Summary 2 CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I 1 CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II 1 CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III 1 CAWK3807 LAMBRA Apportionment Worksheet IV Section A 1 CAWK3807 LAMBRA Apportionment Worksheet IV Section BA 1 CAWK3807 LAMBRA Apportionment Worksheet 1 CAWK3807 LAMBRA Net Increase Jobs Worksheet 1 CAWK07 (1-6) - Overflow Statements 1 Manufacturing Enhancement Area Credit Summary 2 CAWK3808 MEA Hiring Credit & Recap Wks I 1 CAWK3808 MEA Income Apportionment Wks II 1 CAWK3808 MEA Income or Loss Wks II 1 CAWK08 (1-3) - Overflow Statements 1 Targeted Tax Area Deduction and Credit Summary 2 CAWK3809 TTA Hiring Credit & Recapture Wks I 1 CAWK3809 TTA Sales or Use Tax Credit Wks II 1 CAWK3809 TTA Business Expense Deduction & Recap Wks III 1 CAWK3809 TTA Apportionment Wks IV 1 CAWK09 (1-6) - Overflow Statements 1 Recalculation of Federal 4684 (For Sch D) 2 Non-resident Withholding Statement 1
• • • • • •
593 8453C 8824 8879 8886 Sch B
• •
Sch C Sch D
•
Sch D1
• •
Sch E Sch H
•
Sch R
Non-resident Withholding for Real Estate Electronic Filing Signature Form (OLF) Recalculation of Like-Kind Exchanges (For Sch D) Electronic Filing Signature Authorization Reportable Transaction Disclosure Statement Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT70-71 Overflow Statements S Corporation Tax Credits S Corporation Capital Gains and Losses and Built-In Gains Overflow statement for Part 1 & Part 3 Sales of Business Property CA_ATT21-33 Overflow Statements Corporate Tax Return Officer Information Corporate Dividend Income Deduction Overflow statement for Part 1 & Part 3 Apportionment & Allocation of Income CA_ATT90-91 Overflow Statements
1 1 2 1 2 1 1 1 1 1 2 1 4 2 1 1 1 2 7 1
Partnership & LLC: • • • • • • •
Form 565 568 3522ES
De scription Partnership Income Tax Return Limited Liability Company Tax Return
565-K1 568-K1 568-T 3501
• • • • •
3503 3507 3520 3521 3523
• • • • • • • • • •
3527 3536 3537 3538 3546 3547 3548 3587V 3588V 3805E
•
3805Q
•
3805Z
•
3806
•
3807
•
3808
•
3809
•
3832
Pa ge s 4 5
LLC Estimated Tax Partner's Share of Income, Deductions, Credits, etc… LLC's Share of Income, Deductions, Credits, etc… Overflow of Non-consenting Members
1 3 3 1
Employer Child Care Program/Contribution Credit CA_ATT44 Overflow Statement Natural Heritage Preservation Credit Prison Inmate Labor Credit Power of Attorney Low-Income Housing Credit Research Credit CAWK3523 Research Credit Worksheets (1 - 2) CA_ATT92 thru CA_ATT93 - Overflow Statements New Jobs Credit Estimated Fee for LLC's LLC Extension Partnership Extension Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Business Partnership Electronic Payment Voucher LLC Electronic Payment Voucher Installment Sale Income CAWK_05E Installment Sale Income Summary Worksheet CA_ATT94 Overflow Statement NOL Computation and NOL and Disaster Loss Limitations CA_ATT63-64 Overflow Statements Enterprise Zone Deduction and Credit Summary CAWK_05Z EZ Hiring Credit & Recapture Worksheet I CAWK_05Z EZ Sales or Use Tax Credit Worksheet II CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 CAWK_05Z EZ Income or Loss Worksheet V Page 3 CAWK_05Z EZ Worksheet Net Operating Loss CAWK05Z (1-7) Overflow Statements Los Angeles Revitalization Zone Deduction and Credit Summary CAWK3806 LARZ Income or Loss Worksheet I, Page 2 CAWK3806 LARZ NOL Worksheet II CAWK06 Overflow Statement LAMBRA Deduction & Credit Summary CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III CAWK3807 LAMBRA Apportionment Worksheet IV Section A CAWK3807 LAMBRA Apportionment Worksheet IV Section BA CAWK3807 LAMBRA Apportionment Worksheet CAWK3807 LAMBRA Net Increase Jobs Worksheet CAWK07 (1-6) - Overflow Statements Manufacturing Enhancement Area Credit Summary CAWK3808 MEA Hiring Credit & Recap Wks I CAWK3808 MEA Income Apportionment Wks II CAWK3808 MEA Income or Loss Wks II CAWK08 (1-3) - Overflow Statements Targeted Tax Area Deduction and Credit Summary CAWK3809 TTA Hiring Credit & Recapture Wks I CAWK3809 TTA Sales or Use Tax Credit Wks II CAWK3809 TTA Business Expense Deduction & Recap Wks III CAWK3809 TTA Apportionment Wks IV CAWK09 (1-6) - Overflow Statements LLC List of Members
2 1 1 1 3 2 2 1 1 1 1 2 1 1 1 1 1 1 2 1 1 3 1 2 1 1 1 1 1 1 1 2 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 1 1 1 3
•
3885L/P
• • • • • •
4684 592B 593 8453L/P 8824 565-D
•
568-D
•
Sch D1
•
Sch R
Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT70-71 Overflow Statements Recalculation of Federal 4684 (For Sch D) Non-resident Withholding Statement Non-resident Withholding for Real Estate Electronic Filing Signature Form Recalculation of Like-Kind Exchanges (For Sch D) Partnership Capital Gains and Losses and Built-In Gains Overflow statement for Part 1 & Part 3 LLC Capital Gains and Losses and Built-In Gains Overflow statement for Part 1 & Part 3 Sales of Business Property CA_ATT21-33 Overflow Statements Apportionment & Allocation of Income CA_ATT90-91 Overflow Statements
1 1 1 1 1 2 1 1 1 2 1 2 1 2 2 1 7 1
Fiduciary: • • • •
Form 541 541ES
De scription Fiduciary Income Tax Return
541-K1 3501
• • •
3503 3507 3510
• • •
3520 3521 3523
• • •
3526 3527 3540
• • • • •
3546 3547 3548 3563 3801
•
3805E
•
3805V
•
3805Z
•
3806
•
3807
•
3808
•
3809
Pa ge s 3
Fiduciary Estimated Tax Fiduciary Share of Income, Deductions, Credits, etc…
4 1
Employer Child Care Program/Contribution Credit CA_ATT44 Overflow Statement Natural Heritage Preservation Credit Prison Inmate Labor Credit Credit for Prior Year Alternative Minimum Tax WK3510 AMT Worksheet for Married Filing Separate Power of Attorney Low-Income Housing Credit Research Credit CAWK3523 Research Credit Worksheets (1 - 2) CA_ATT92 thru CA_ATT93 - Overflow Statements Investment Interest Expense Deduction New Jobs Credit Credit Carryover Summary CA_ATT52 - Overflow Statement Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Business Fiduciary Extension Passive Activity Loss Limitations CAWK3801 Form 3801 Worksheet 1 CAWK3801 Form 3801 Worksheet 2 CAWK3801 Form 3801 Worksheet 3 CAWK3801 Form 3801 Worksheet 4 CAWK3801 Form 3801 Worksheet 5 CA_ATT54-57 Overflow Statements Installment Sale Income CAWK_05E Installment Sale Income Summary Worksheet CA_ATT94 Overflow Statement NOL Computation and NOL and Disaster Loss Limitations CA_ATT63-64 Overflow Statements Enterprise Zone Deduction and Credit Summary CAWK_05Z EZ Hiring Credit & Recapture Worksheet I CAWK_05Z EZ Sales or Use Tax Credit Worksheet II CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 CAWK_05Z EZ Income or Loss Worksheet V Page 3 CAWK_05Z EZ Worksheet Net Operating Loss CAWK05Z (1-7) Overflow Statements Los Angeles Revitalization Zone Deduction and Credit Summary CAWK3806 LARZ Income or Loss Worksheet I, Page 2 CAWK3806 LARZ NOL Worksheet II CAWK06 Overflow Statement LAMBRA Deduction & Credit Summary CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III CAWK3807 LAMBRA Apportionment Worksheet IV Section A CAWK3807 LAMBRA Apportionment Worksheet IV Section BA CAWK3807 LAMBRA Apportionment Worksheet CAWK3807 LAMBRA Net Increase Jobs Worksheet CAWK07 (1-6) - Overflow Statements Manufacturing Enhancement Area Credit Summary CAWK3808 MEA Hiring Credit & Recap Wks I CAWK3808 MEA Income Apportionment Wks II CAWK3808 MEA Income or Loss Wks II CAWK08 (1-3) - Overflow Statements Targeted Tax Area Deduction and Credit Summary CAWK3809 TTA Hiring Credit & Recapture Wks I
2 1 1 1 1 1 3 2 2 1 1 1 1 1 1 1 1 1 2 4 1 1 1 1 1 1 2 1 1 3 1 2 1 1 1 1 1 1 1 2 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1
• •
3832 3885F
•
5805
•
5805F
• • •
592B 593 541-D
•
Sch D1
•
Sch G1
•
Sch S
CAWK3809 TTA Sales or Use Tax Credit Wks II CAWK3809 TTA Business Expense Deduction & Recap Wks III CAWK3809 TTA Apportionment Wks IV CAWK09 (1-6) - Overflow Statements LLC List of Members Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT70-71 Overflow Statements Underpayment of Estimated Tax CAWK5805 Penalty Worksheet CA_ATT95 Overflow Statement Underpayment of Estimated for Farmers CA_ATT96 Overflow Statement Non-resident Withholding Statement Non-resident Withholding for Real Estate Fiduciary Capital Gains and Losses and Built-In Gains Overflow statement for Part 1 & Part 3 Sales of Business Property CA_ATT21-33 Overflow Statements Tax on Lump-Sum Distribution CAWK_G1 Death Benefit Worksheet CAWK_G1 Line 28 Worksheet Other State Tax Credit CA_ATT40 Overflow Statement
1 1 1 1 3 1 1 1 1 1 3 1 1 1 1 1 1 1 2 2 1 1 1 1 1 1
Tax Exempt: • • •
Form 199 3509 3510
•
3885/3885F
De scription Tax Exempt Income Tax Return Political/Legislative Activities Credit for Prior Year Alternative Minimum Tax WK3510 AMT Worksheet for Married Filing Separate Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT70-71 Overflow Statements
Pa ge s 2 1 1 1 1 1 1 1 1
STATE FACT SHEET
State Packages ......................... 1040, 1041, 1065, 1120, 1120S, and 990 Electronic Filing Individual (direct state) Approved 11/24/2010 Online Filing
Corporate and S-Corporation Partnership
Approved 11/24/2010 Approved 11/24/2010
Individual
Approved 12/09/2010
Individual • • • • • • • • • •
Offers all forms that can be e-filed Amended return will automatically transfer data if the current tax year is being calculated Supports the annualized method and regular method of computing the underpayment penalty Extension of Time to File form Generates worksheets from the CA instructions to support detailed calculations Prepares Estimates and Extensions Ability to pay electronically via electronic funds withdrawal on a specific date Ability to have refund direct deposited electronically Offers several specialized worksheets to show taxpayer and spouse amounts split out for certain items Special Calculations Depreciation differences Credit for taxes paid to other states Schedule W Worksheet
Business • • • • •
Includes Corporate, S Corporation, Partnership, Tax Exempt, and Fiduciary returns Supports the annualized method and regular method of computing the underpayment penalty Provides simultaneous multi-state processing capabilities Generates worksheets from the CA instructions to support detailed calculations Prepares estimates and extensions
Electronic Filing Features • • • • •
A fully integrated electronic filing module for the CA 540, CA 100, CA 565/568, and CA 100S e-Filing software identifies and corrects many errors, cutting the time spent processing returns and waiting for refunds e-Filed returns have a much lower error rate (1.5%) as compared to the paper return error rate reported by the IRS (18%) Direct Deposit is available for e-filed returns only Direct Debit available for e-filed returns with a balance due
For a Free Demo, Please Call Our Sales Department D RAKE SOFTWARE • 235 EAST PALMER STREET • FRANKLIN , NC 28734 • 800.890.9500 • FAX: 828.369.9928 SALES @D RAKESOFTWARE.COM • D RAKESOFTWARE.COM
Individual: •
Form 540
•
5402EZ
•
540NR
• •
540NRS 540ES
• • •
540X 540-V 3501
• •
3503 3506
• •
3507 3510
• • • •
3519 3520 3521 3523
De scription Pa ge s Resident Income Tax Return 3 CAWK_47 Other gains & losses Worksheet 1 CAWK_A5 State & Local Taxes Paid Computation 1 CAWK_AC Credit for Child Adoption Costs Worksheet 1 CAWK_ADJ AGI Wks Line 36 Summary (Split) 1 CAWK_AGI Adjusted Gross Income Split 1 CAWK_DP Credit for Dependent Parent Worksheet 1 CAWK_E Rents, Royalties, Etc... Worksheet 1 CAWK_EXM AGI Limitation Worksheet 1 CAWK_EXP AGI Wks Line 24 Summary (Split) 1 CAWK_HH Credit for Senior Head of Household Worksheet 1 CAWK_JC Credit for Joint Custody Head of Household Worksheet 1 CAWK_MH Mental Health Worksheet 1 CAWK_MSR Military Spouse Residency Relief Act Wks 1 CAWK_NRC Nonrefundable Renters Credit Worksheet 1 CAWK_REF State Taxable Refund Computation 1 CAWK_SDI Excess CA SDI or VPDI Withheld Worksheet 1 CAWK_SE AGI Wks Line 27 Summary (Split) 1 CAWK_SSB AGI Wks Line 20B Summary (Split) 1 CAWK_USE Use Tax Worksheet 1 CA_ATT00 thru CA_ATT04 - Overflow Statements 1 Resident EZ Income Tax Return 2 CAWK_2EZ - Dependent Tax Worksheet 1 Non-resident Main Form 3 CAWK_47 Other gains & losses Worksheet 1 CAWK_AC Credit for Child Adoption Costs Worksheet 1 CAWK_ADJ AGI Wks Line 36 Summary (Split) 1 CAWK_AGI Adjusted Gross Income Split 1 CAWK_DP Credit for Dependent Parent Worksheet 1 CAWK_E Rents, Royalties, Etc... Worksheet 1 CAWK_EXM AGI Limitation Worksheet 1 CAWK_EXP AGI Wks Line 24 Summary (Split) 1 CAWK_HH Credit for Senior Head of Household Worksheet 1 CAWK_JC Credit for Joint Custody Head of Household Worksheet 1 CAWK_MH Mental Health Worksheet 1 CAWK_MSR Military Spouse Residency Relief Act Wks 1 CAWK_NRC Nonrefundable Renters Credit Worksheet 1 CAWK_SDI Excess CA SDI or VPDI Withheld Worksheet 1 CAWK_SE AGI Wks Line 27 Summary (Split) 1 CAWK_SSB AGI Wks Line 20B Summary (Split) 1 CAWK_USE Use Tax Worksheet 1 CA_ATT05 thru CA_ATT08 - Overflow Statements 1 Non-resident/Part Year Short Form 2 Declaration of Estimated Income Tax 4 CA_ETA CA Estimated Tax Worksheet for Next Year 1 CA_ATT09 Estimate Explanation Statement 1 Amended Individual Tax Return 2 Paper Return Payment Voucher 1 Employer Child Care Program/Contribution Credit 2 CA_ATT44 Overflow Statement 1 Natural Heritage Preservation Credit 1 Child and Dependent Care Expenses Credit 2 CA_ATT35 thru CA_ATT50 - Overflow Statements 1 Prison Inmate Labor Credit 1 Credit for Prior Year Alternative Minimum Tax 1 WK3510 AMT Worksheet for Married Filing Separate 1 Extension Payment Voucher 2 Power of Attorney 3 Low-Income Housing Credit 2 Research Credit 2 CAWK3523 Research Credit Worksheets (1 - 2) 1 CA_ATT92 thru CA_ATT93 - Overflow Statements 1
• • •
3526 3527 3540
• • • •
3546 3547 3548 3553
• • •
3567 3582V 3800
•
3801
•
3803
•
3805E
• •
3805P 3805V
•
3805Z
•
3806
•
3807
•
3808
•
3809
•
3885A
Investment Interest Expense Deduction New Jobs Credit Credit Carryover Summary CA_ATT52 - Overflow Statement Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Business Enterprise Zone Employee Credit CAWK3553 Enterprise Zone Employee Credit Checklist Installment Agreement Request Electronic Payment Voucher Children Investment Income CAWK3800 Investment Income Line 1 CAWK3800 Investment Income Line 9 CAWK3800 Investment Income Line 10 CAWK3800 Investment Income Line 15 CAWK3800 Investment Income Line 17 Passive Activity Loss Limitations CAWK3801 Form 3801 Worksheet 1 CAWK3801 Form 3801 Worksheet 2 CAWK3801 Form 3801 Worksheet 3 CAWK3801 Form 3801 Worksheet 4 CAWK3801 Form 3801 Worksheet 5 CA_ATT54-57 Overflow Statements Parent’s Election to Report Child’s Interest and Dividends CA_ATT58-62 Overflow Statements Installment Sale Income CAWK_05E Installment Sale Income Summary Worksheet CA_ATT94 Overflow Statement IRA & Pension Penalties NOL Computation and NOL and Disaster Loss Limitations CA_ATT63-64 Overflow Statements Enterprise Zone Deduction and Credit Summary CAWK_05Z EZ Hiring Credit & Recapture Worksheet I CAWK_05Z EZ Sales or Use Tax Credit Worksheet II CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 CAWK_05Z EZ Income or Loss Worksheet V Page 3 CAWK_05Z EZ Worksheet Net Operating Loss CAWK05Z (1-7) Overflow Statements Los Angeles Revitalization Zone Deduction and Credit Summary CAWK3806 LARZ Income or Loss Worksheet I, Page 2 CAWK3806 LARZ NOL Worksheet II CAWK06 Overflow Statement LAMBRA Deduction & Credit Summary CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III CAWK3807 LAMBRA Apportionment Worksheet IV Section A CAWK3807 LAMBRA Apportionment Worksheet IV Section BA CAWK3807 LAMBRA Apportionment Worksheet CAWK3807 LAMBRA Net Increase Jobs Worksheet CAWK07 (1-6) - Overflow Statements Manufacturing Enhancement Area Credit Summary CAWK3808 MEA Hiring Credit & Recap Wks I CAWK3808 MEA Income Apportionment Wks II CAWK3808 MEA Income or Loss Wks II CAWK08 (1-3) - Overflow Statements Targeted Tax Area Deduction and Credit Summary CAWK3809 TTA Hiring Credit & Recapture Wks I CAWK3809 TTA Sales or Use Tax Credit Wks II CAWK3809 TTA Business Expense Deduction & Recap Wks III CAWK3809 TTA Apportionment Wks IV CAWK09 (1-6) - Overflow Statements Depreciation and Amortization
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 4 1 1 1 1 1 1 1 1 2 1 1 1 3 1 2 1 1 1 1 1 1 1 2 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 1 1 1 1
• •
4684 4803E
•
5805
•
5805F
•
5870A
• • • • •
592B 593 8453 8454 8455
• • •
8824 8879 8886
•
Sch CA
•
Sch CANR
•
Sch D
•
Sch DNR
•
Sch D1
•
Sch G1
•
Sch P
•
Sch PNR
•
Sch R
• •
Sch RDP Sch S
• •
Sch SSMC Sch W2CG
CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT65-67 Overflow Statements Recalculation of Federal 4684 (For Sch D) Head of Household Schedule CA_ATT34 thru CA_ATT35 - Overflow Statements 4803Q1 Head of Household Schedule – Questionnaire 4803Q2 Head of Household Schedule – Questionnaire 4803Q3 Head of Household Schedule – Questionnaire Underpayment of Estimated Tax CAWK5805 Penalty Worksheet CA_ATT95 Overflow Statement Underpayment of Estimated for Farmers CA_ATT96 Overflow Statement Tax on Accumulation Distribution of Trusts CA_ATT97-99 Overflow Statements Non-resident Withholding Statement Non-resident Withholding for Real Estate Electronic Filing Signature Form (OLF) Electronic Filing Option Out Electronic Filing Payment Record CAWK_PAY Payment Information Worksheet Recalculation of Like-Kind Exchanges (For Sch D) Electronic Filing Signature Authorization Reportable Transaction Disclosure Statement CA_ATT80-88 Overflow Statements Adjustments to Income (CA 540) CAWK_CA Sch CA line 41 Educator Expense Worksheet CAWK_ID Itemized Deduction Worksheet CAWK_SD Standard Deduction Worksheet CAWK_SL Student Loan Interest Deduction Worksheet CA_ATT11-14 Overflow Statements Non-resident Adjustments to Income (CA 540NR) CAWK_ID Itemized Deduction Worksheet CAWK_SD Standard Deduction Worksheet CAWK_SL Student Loan Interest Deduction Worksheet CA_ATT15-18 Overflow Statements Capital Gain or Loss Adjustment (CA 540) CAWK_CLC Capital Loss Carryover Worksheet CALTCGL Long-Term Cap Gain/Loss Summary CASTCGL Short-Term Cap Gain/Loss Summary Non-resident Capital Gain or Loss Adjustment (CA 540NR) CAWK_DNR Nonresident Capital Gain/Loss Worksheet Sales of Business Property CA_ATT21-33 Overflow Statements Tax on Lump-Sum Distribution CAWK_G1 Death Benefit Worksheet CAWK_G1 Line 28 Worksheet Alternative Minimum Tax and Credit Limitations (CA 540) CAWK_AMT Alt Min Tax Worksheet CAWK_TI Alt Min Taxable Income Worksheet CA_ATT36-37 Overflow Statements Non-resident Alternative Minimum Tax and Credit Limitations (CA 540NR) CAWK_AMT Alt Min Tax Worksheet CAWK_TI Alt Min Taxable Income Worksheet CA_ATT38-38 Overflow Statements Apportionment & Allocation of Income CA_ATT90-91 Overflow Statements Reg. Domestic Partner Recalculated AGI Other State Tax Credit CA_ATT40 Overflow Statement Same Sex Married Couples Adjustment W2 Summary
1 1 1 1 2 2 1 1 1 1 3 1 1 1 1 2 1 1 1 1 1 1 1 2 1 2 1 2 1 1 1 1 1 2 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 1 2 1 1 1 3 1 1 1 1 1 1
Corporate: • • • •
Form 100 100ES
De scription
Corporation Franchise or Income Tax Return Corporation Estimated Tax Amended Corporation Franchise or Income Tax Return
100X 3501
• • • • •
3503 3507 3520 3521 3523
• • •
3527 3539 3540
• • • • • • •
3544 3544A 3546 3547 3548 3586V 3805E
•
3805Q
•
3805Z
•
3806
•
3807
•
3808
•
3809
•
3885
Employer Child Care Program/Contribution Credit CA_ATT44 Overflow Statement Natural Heritage Preservation Credit Prison Inmate Labor Credit Power of Attorney Low-Income Housing Credit Research Credit CAWK3523 Research Credit Worksheets (1 - 2) CA_ATT92 thru CA_ATT93 - Overflow Statements New Jobs Credit Corporate Extension Credit Carryover Summary CA_ATT52 - Overflow Statement Election to Assign Credit List of Assigned Credit Received Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Business Electronic Payment Voucher Installment Sale Income CAWK_05E Installment Sale Income Summary Worksheet CA_ATT94 Overflow Statement NOL Computation and NOL and Disaster Loss Limitations CA_ATT63-64 Overflow Statements Enterprise Zone Deduction and Credit Summary CAWK_05Z EZ Hiring Credit & Recapture Worksheet I CAWK_05Z EZ Sales or Use Tax Credit Worksheet II CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 CAWK_05Z EZ Income or Loss Worksheet V Page 3 CAWK_05Z EZ Worksheet Net Operating Loss CAWK05Z (1-7) Overflow Statements Los Angeles Revitalization Zone Deduction and Credit Summary CAWK3806 LARZ Income or Loss Worksheet I, Page 2 CAWK3806 LARZ NOL Worksheet II CAWK06 Overflow Statement LAMBRA Deduction & Credit Summary CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III CAWK3807 LAMBRA Apportionment Worksheet IV Section A CAWK3807 LAMBRA Apportionment Worksheet IV Section BA CAWK3807 LAMBRA Apportionment Worksheet CAWK3807 LAMBRA Net Increase Jobs Worksheet CAWK07 (1-6) - Overflow Statements Manufacturing Enhancement Area Credit Summary CAWK3808 MEA Hiring Credit & Recap Wks I CAWK3808 MEA Income Apportionment Wks II CAWK3808 MEA Income or Loss Wks II CAWK08 (1-3) - Overflow Statements Targeted Tax Area Deduction and Credit Summary CAWK3809 TTA Hiring Credit & Recapture Wks I CAWK3809 TTA Sales or Use Tax Credit Wks II CAWK3809 TTA Business Expense Deduction & Recap Wks III CAWK3809 TTA Apportionment Wks IV CAWK09 (1-6) - Overflow Statements Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences
Pa ge s 5
4 2 2 1 1 1 3 2 2 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 3 1 2 1 1 1 1 1 1 1 2 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 1 1 1 1 1 1
• • • • • • •
4684 592B 593 8453C 8824 8879 8886
•
Sch D1
•
Sch H
• •
Sch P Sch R
CAGAIN~ CA Gain Attachment CA_ATT65-67 Overflow Statements Recalculation of Federal 4684 (For Sch D) Non-resident Withholding Statement Non-resident Withholding for Real Estate Electronic Filing Signature Form (OLF) Recalculation of Like-Kind Exchanges (For Sch D) Electronic Filing Signature Authorization Reportable Transaction Disclosure Statement CA_ATT80-88 Overflow Statements Sales of Business Property CA_ATT21-33 Overflow Statements Corporate Dividend Income Deduction Overflow statement for Part 1 & Part 3 Alternative Minimum Tax and Credit Limitations (CA 100) Apportionment & Allocation of Income CA_ATT90-91 Overflow Statements
1 1 2 1 1 1 2 1 2 1 2 1 1 2 2 7 1
S Corporation: • • • • •
Form 100S 100ES 100S-K1 100X 3501
• • • • •
3503 3507 3520 3521 3523
• • •
3527 3539 3540
• • • • • • •
3544 3544A 3546 3547 3548 3586V 3805E
•
3805Q
•
3805Z
•
3806
•
3807
•
3808
•
3809
• •
4684 592B
De scription Pa ge s S Corporation Franchise or Income Tax Return 5 Corporation Estimated Tax 4 Shareholder's Share of Income, Deductions, Credits, etc… 2 Amended Corporation Franchise or Income Tax Return 2 Employer Child Care Program/Contribution Credit 2 CA_ATT44 Overflow Statement 1 Natural Heritage Preservation Credit 1 Prison Inmate Labor Credit 1 Power of Attorney 3 Low-Income Housing Credit 2 Research Credit 2 CAWK3523 Research Credit Worksheets (1 - 2) 1 CA_ATT92 thru CA_ATT93 - Overflow Statements 1 New Jobs Credit 1 Corporate Extension 1 Credit Carryover Summary 1 CA_ATT52 - Overflow Statement 1 Election to Assign Credit 1 List of Assigned Credit Received 1 Enhanced Oil Recovery Credit 1 Donated Agricultural Products Transportation Credit 1 Disabled Access Credit for Eligible Small Business 1 Electronic Payment Voucher 1 Installment Sale Income 2 CAWK_05E Installment Sale Income Summary Worksheet 1 CA_ATT94 Overflow Statement 1 NOL Computation and NOL and Disaster Loss Limitations 3 CA_ATT63-64 Overflow Statements 1 Enterprise Zone Deduction and Credit Summary 2 CAWK_05Z EZ Hiring Credit & Recapture Worksheet I 1 CAWK_05Z EZ Sales or Use Tax Credit Worksheet II 1 CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III 1 CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 1 CAWK_05Z EZ Income or Loss Worksheet V Page 3 1 CAWK_05Z EZ Worksheet Net Operating Loss 1 CAWK05Z (1-7) Overflow Statements 1 Los Angeles Revitalization Zone Deduction and Credit Summary 2 CAWK3806 LARZ Income or Loss Worksheet I, Page 2 1 CAWK3806 LARZ NOL Worksheet II 1 CAWK06 Overflow Statement 1 LAMBRA Deduction & Credit Summary 2 CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I 1 CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II 1 CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III 1 CAWK3807 LAMBRA Apportionment Worksheet IV Section A 1 CAWK3807 LAMBRA Apportionment Worksheet IV Section BA 1 CAWK3807 LAMBRA Apportionment Worksheet 1 CAWK3807 LAMBRA Net Increase Jobs Worksheet 1 CAWK07 (1-6) - Overflow Statements 1 Manufacturing Enhancement Area Credit Summary 2 CAWK3808 MEA Hiring Credit & Recap Wks I 1 CAWK3808 MEA Income Apportionment Wks II 1 CAWK3808 MEA Income or Loss Wks II 1 CAWK08 (1-3) - Overflow Statements 1 Targeted Tax Area Deduction and Credit Summary 2 CAWK3809 TTA Hiring Credit & Recapture Wks I 1 CAWK3809 TTA Sales or Use Tax Credit Wks II 1 CAWK3809 TTA Business Expense Deduction & Recap Wks III 1 CAWK3809 TTA Apportionment Wks IV 1 CAWK09 (1-6) - Overflow Statements 1 Recalculation of Federal 4684 (For Sch D) 2 Non-resident Withholding Statement 1
• • • • • •
593 8453C 8824 8879 8886 Sch B
• •
Sch C Sch D
•
Sch D1
• •
Sch E Sch H
•
Sch R
Non-resident Withholding for Real Estate Electronic Filing Signature Form (OLF) Recalculation of Like-Kind Exchanges (For Sch D) Electronic Filing Signature Authorization Reportable Transaction Disclosure Statement Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT70-71 Overflow Statements S Corporation Tax Credits S Corporation Capital Gains and Losses and Built-In Gains Overflow statement for Part 1 & Part 3 Sales of Business Property CA_ATT21-33 Overflow Statements Corporate Tax Return Officer Information Corporate Dividend Income Deduction Overflow statement for Part 1 & Part 3 Apportionment & Allocation of Income CA_ATT90-91 Overflow Statements
1 1 2 1 2 1 1 1 1 1 2 1 4 2 1 1 1 2 7 1
Partnership & LLC: • • • • • • •
Form 565 568 3522ES
De scription Partnership Income Tax Return Limited Liability Company Tax Return
565-K1 568-K1 568-T 3501
• • • • •
3503 3507 3520 3521 3523
• • • • • • • • • •
3527 3536 3537 3538 3546 3547 3548 3587V 3588V 3805E
•
3805Q
•
3805Z
•
3806
•
3807
•
3808
•
3809
•
3832
Pa ge s 4 5
LLC Estimated Tax Partner's Share of Income, Deductions, Credits, etc… LLC's Share of Income, Deductions, Credits, etc… Overflow of Non-consenting Members
1 3 3 1
Employer Child Care Program/Contribution Credit CA_ATT44 Overflow Statement Natural Heritage Preservation Credit Prison Inmate Labor Credit Power of Attorney Low-Income Housing Credit Research Credit CAWK3523 Research Credit Worksheets (1 - 2) CA_ATT92 thru CA_ATT93 - Overflow Statements New Jobs Credit Estimated Fee for LLC's LLC Extension Partnership Extension Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Business Partnership Electronic Payment Voucher LLC Electronic Payment Voucher Installment Sale Income CAWK_05E Installment Sale Income Summary Worksheet CA_ATT94 Overflow Statement NOL Computation and NOL and Disaster Loss Limitations CA_ATT63-64 Overflow Statements Enterprise Zone Deduction and Credit Summary CAWK_05Z EZ Hiring Credit & Recapture Worksheet I CAWK_05Z EZ Sales or Use Tax Credit Worksheet II CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 CAWK_05Z EZ Income or Loss Worksheet V Page 3 CAWK_05Z EZ Worksheet Net Operating Loss CAWK05Z (1-7) Overflow Statements Los Angeles Revitalization Zone Deduction and Credit Summary CAWK3806 LARZ Income or Loss Worksheet I, Page 2 CAWK3806 LARZ NOL Worksheet II CAWK06 Overflow Statement LAMBRA Deduction & Credit Summary CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III CAWK3807 LAMBRA Apportionment Worksheet IV Section A CAWK3807 LAMBRA Apportionment Worksheet IV Section BA CAWK3807 LAMBRA Apportionment Worksheet CAWK3807 LAMBRA Net Increase Jobs Worksheet CAWK07 (1-6) - Overflow Statements Manufacturing Enhancement Area Credit Summary CAWK3808 MEA Hiring Credit & Recap Wks I CAWK3808 MEA Income Apportionment Wks II CAWK3808 MEA Income or Loss Wks II CAWK08 (1-3) - Overflow Statements Targeted Tax Area Deduction and Credit Summary CAWK3809 TTA Hiring Credit & Recapture Wks I CAWK3809 TTA Sales or Use Tax Credit Wks II CAWK3809 TTA Business Expense Deduction & Recap Wks III CAWK3809 TTA Apportionment Wks IV CAWK09 (1-6) - Overflow Statements LLC List of Members
2 1 1 1 3 2 2 1 1 1 1 2 1 1 1 1 1 1 2 1 1 3 1 2 1 1 1 1 1 1 1 2 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 1 1 1 3
•
3885L/P
• • • • • •
4684 592B 593 8453L/P 8824 565-D
•
568-D
•
Sch D1
•
Sch R
Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT70-71 Overflow Statements Recalculation of Federal 4684 (For Sch D) Non-resident Withholding Statement Non-resident Withholding for Real Estate Electronic Filing Signature Form Recalculation of Like-Kind Exchanges (For Sch D) Partnership Capital Gains and Losses and Built-In Gains Overflow statement for Part 1 & Part 3 LLC Capital Gains and Losses and Built-In Gains Overflow statement for Part 1 & Part 3 Sales of Business Property CA_ATT21-33 Overflow Statements Apportionment & Allocation of Income CA_ATT90-91 Overflow Statements
1 1 1 1 1 2 1 1 1 2 1 2 1 2 2 1 7 1
Fiduciary: • • • •
Form 541 541ES
De scription Fiduciary Income Tax Return
541-K1 3501
• • •
3503 3507 3510
• • •
3520 3521 3523
• • •
3526 3527 3540
• • • • •
3546 3547 3548 3563 3801
•
3805E
•
3805V
•
3805Z
•
3806
•
3807
•
3808
•
3809
Pa ge s 3
Fiduciary Estimated Tax Fiduciary Share of Income, Deductions, Credits, etc…
4 1
Employer Child Care Program/Contribution Credit CA_ATT44 Overflow Statement Natural Heritage Preservation Credit Prison Inmate Labor Credit Credit for Prior Year Alternative Minimum Tax WK3510 AMT Worksheet for Married Filing Separate Power of Attorney Low-Income Housing Credit Research Credit CAWK3523 Research Credit Worksheets (1 - 2) CA_ATT92 thru CA_ATT93 - Overflow Statements Investment Interest Expense Deduction New Jobs Credit Credit Carryover Summary CA_ATT52 - Overflow Statement Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Business Fiduciary Extension Passive Activity Loss Limitations CAWK3801 Form 3801 Worksheet 1 CAWK3801 Form 3801 Worksheet 2 CAWK3801 Form 3801 Worksheet 3 CAWK3801 Form 3801 Worksheet 4 CAWK3801 Form 3801 Worksheet 5 CA_ATT54-57 Overflow Statements Installment Sale Income CAWK_05E Installment Sale Income Summary Worksheet CA_ATT94 Overflow Statement NOL Computation and NOL and Disaster Loss Limitations CA_ATT63-64 Overflow Statements Enterprise Zone Deduction and Credit Summary CAWK_05Z EZ Hiring Credit & Recapture Worksheet I CAWK_05Z EZ Sales or Use Tax Credit Worksheet II CAWK_05Z EZ Bus Exp Deduction & Recap Worksheet III CAWK_05Z EZ Loss Apportionment Worksheet V Page 2 CAWK_05Z EZ Income or Loss Worksheet V Page 3 CAWK_05Z EZ Worksheet Net Operating Loss CAWK05Z (1-7) Overflow Statements Los Angeles Revitalization Zone Deduction and Credit Summary CAWK3806 LARZ Income or Loss Worksheet I, Page 2 CAWK3806 LARZ NOL Worksheet II CAWK06 Overflow Statement LAMBRA Deduction & Credit Summary CAWK3807 LAMBRA Hiring & Income Recapture Worksheet I CAWK3807 LAMBRA Sales or Use Tax Credit Worksheet II CAWK3807 LAMBRA Bus Exp Deduction & Recap - Worksheet III CAWK3807 LAMBRA Apportionment Worksheet IV Section A CAWK3807 LAMBRA Apportionment Worksheet IV Section BA CAWK3807 LAMBRA Apportionment Worksheet CAWK3807 LAMBRA Net Increase Jobs Worksheet CAWK07 (1-6) - Overflow Statements Manufacturing Enhancement Area Credit Summary CAWK3808 MEA Hiring Credit & Recap Wks I CAWK3808 MEA Income Apportionment Wks II CAWK3808 MEA Income or Loss Wks II CAWK08 (1-3) - Overflow Statements Targeted Tax Area Deduction and Credit Summary CAWK3809 TTA Hiring Credit & Recapture Wks I
2 1 1 1 1 1 3 2 2 1 1 1 1 1 1 1 1 1 2 4 1 1 1 1 1 1 2 1 1 3 1 2 1 1 1 1 1 1 1 2 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1
• •
3832 3885F
•
5805
•
5805F
• • •
592B 593 541-D
•
Sch D1
•
Sch G1
•
Sch S
CAWK3809 TTA Sales or Use Tax Credit Wks II CAWK3809 TTA Business Expense Deduction & Recap Wks III CAWK3809 TTA Apportionment Wks IV CAWK09 (1-6) - Overflow Statements LLC List of Members Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT70-71 Overflow Statements Underpayment of Estimated Tax CAWK5805 Penalty Worksheet CA_ATT95 Overflow Statement Underpayment of Estimated for Farmers CA_ATT96 Overflow Statement Non-resident Withholding Statement Non-resident Withholding for Real Estate Fiduciary Capital Gains and Losses and Built-In Gains Overflow statement for Part 1 & Part 3 Sales of Business Property CA_ATT21-33 Overflow Statements Tax on Lump-Sum Distribution CAWK_G1 Death Benefit Worksheet CAWK_G1 Line 28 Worksheet Other State Tax Credit CA_ATT40 Overflow Statement
1 1 1 1 3 1 1 1 1 1 3 1 1 1 1 1 1 1 2 2 1 1 1 1 1 1
Tax Exempt: • • •
Form 199 3509 3510
•
3885/3885F
De scription Tax Exempt Income Tax Return Political/Legislative Activities Credit for Prior Year Alternative Minimum Tax WK3510 AMT Worksheet for Married Filing Separate Depreciation and Amortization CAWK_179 Section 179 worksheet CA3885 (CA3885A) CADEPDIF CA Depreciation Differences CAGAIN~ CA Gain Attachment CA_ATT70-71 Overflow Statements
Pa ge s 2 1 1 1 1 1 1 1 1
