California Personal Property Tax

California forms and schedules (non-submittable, transcription required)

Form 571-L - Business Property Statement
Form 571-F - Agricultural Property Statement
Form 571-A - Agricultural Property Statement
Form 571-D - Supplemental Schedule for Reporting Monthly Acquisitions and Disposals of Property Reported on Schedule B of the Business Property Statement
Schedule A (571-L) - Cost Detail: Equipment
Schedule A (571-A & 571-F) - Supplies
Schedule B (571-L) - Cost Detail: Buildings, Building Improvements and/or Leasehold Improvements, Land Improvements, Land and Land Development
Schedule B (571-A & 571-F) - Animals
Schedule C (571-F) - Fixed Machinery and Equipment
Schedule C (571-A) - Cost Detail: Equipment
Schedule D (571-F) - Moveable Farm Equipment
Schedule D (571-A) - Moveable Farm Equipment and Harvesters
Form 571-LA - Alternate Schedule A

Depreciation treatments required for all CA PPT asset

Associations required for all CA PPT assets

Situs:
Each asset needs to have
California
selected as the
Situs
to transfer to the California Personal Property Tax return.
Location:
Enter the street address of the company where the assets are located. A property tax return is created for each location entered. This information transfers to the Form 571-L or the 571-F
Property Location Street Address
. The property type (
PPT type - CA
) determines which form is applicable. The maximum number of characters that transfer is 35.
County - CA:
Select the county that the asset is located in from the dropdown list.
PPT type - CA:
Select the personal property type for the asset from the dropdown list. Assets with property types that are preceded by "Farm" transfer to the Agricultural Property Statement. All other property types transfer to the Business Property Statement. The property types and the forms they transfer to are in the following table.
Property Type	Form
A1 - Machinery & equipment	Form 571-L, Sch A, Section 1
A2 - Office furniture & equipment	Form 571-L, Sch A, Section 2
A3 - Other equipment	Form 571-L, Sch A, Section 3
A4 - Tools, molds, dies, jigs	Form 571-L, Sch A, Section 4
A5a - Personal computers	Form 571-L, Sch A, Section 5a
A5b - LAN equipment & mainframes	Form 571-L, Sch A, Section 5b
B1 - Bldings/Leasehld imp(structure)	Form 571-L, Sch B, Section 1*
B2 - Bldings/Leasehld imp(fixtures)	Form 571-L, Sch B, Section 2*
B1 - Land improvements	Form 571-L, Sch B, Section 3
B1 - Land and land development	Form 571-L, Sch B, Section 4
Farm - Animals	Forms 571-F and 571-A, Sch A
Farm - Bldings/Lease imp(fixtures)	Form 571-A, Sch E, Column B**
Farm - Bldings/Lease imp(structure)	Form 571-A, Sch E, Column A**
Farm - Fixed machinery/equipment	Forms 571-F and 571-A, Sch C
Farm - Harvesters	Form 571-A, Sch D, Column C or D
Farm - LAN equipment & mainframes	Form 571-A, Sch C
Farm - Land and land development	Form 571-A, Sch E, Column C or D**
Farm - Land Improvements	Form 571-A, Sch E, Column C or D**
Farm - Movable farm equipment	Forms 571-F and 571-A, Sch D
Farm - Office furniture/equipment	Form 571-F Sch E and 571-A Sch C
Farm - Other equipment	Form 571-A Sch C
Farm - Personal computers	Form 571-A, Sch C
*Current-year acquisitions and disposals also transfer to Form 571-D.
**Current-year acquisitions and disposals also transfer to Part 3 of Forms 571-F and 571-A.

Associations required for the Agricultural Property Statement

Location ID#:
Used for Forms 571-F and 571-A. Enter the Parcel number for the Real Property Alterations section of the Agricultural Property Statement. The Parcel number transfers to
Improvements Added or Removed
  when you use the
Farm - Bldings/Lease Imp(fixtures)
or
Farm - Bldings/Lease Imp(structures)
property types. The Parcel number transfers to the
Parcel
for Changes in Land Surface when you use the
Farm - Land and land development
or
Farm - Land Improvements
property types. The maximum number of characters that transfer is 12.
Year built:
Used for Form 571-F only. Enter information here when you use the
Farm - Fixed machinery/equipment
or
Farm - Movable farm equipment
property type. The maximum number of characters that transfer is 4.
Quantity:
Used for Forms 571-F and 571-A. Enter information here when you use the
Farm - Animals
property type to transfer the information to the
Number
field. Also use this field when you use the
Farm - Land and land development
or
Farm - Land Improvements
property types to transfer the information to the
Acres
field for Changes in Land Surface.
Equip - Model:
Used for Form 571-F only. Enter information here when you use the
Farm - Fixed machinery/equipment
or
Farm - Movable farm equipment
property types. The maximum number of characters that transfer is 15.
Equip - Make/mfr:
Used for Form 571-F only. Enter information here when you use the
Farm - Fixed machinery/equipment
or
Farm - Movable farm equipment
property types. The maximum number of characters that transfer is 15.