Screen CA3567 - California Installment Agreement (1040)

Overview

Use this screen to generate Form 3567, California Installment Agreement Request. Bank name and address information transfers from the federal 9465 Screen. Use the CABank Screen to enter Routing transit number, Depositor account number, and Type of account.
To print Form 3567, enter an amount in the
Amount to be paid monthly
field.
Also enter data in the
Day of month on which payment is to be made
field.
To exclude bank information from the Electronic Funds Transfer Authorization section of Form 3567, leave the
Bank information
fields blank.
UltraTax CS defaults to including information regarding the filing of Form 3567 in the filing instructions for Form 540 or Form 540NR. Enter
X
to print a separate filing instruction for Form 3567.
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