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Screen CALLCGen - California Single Member LLC - General Information (1040)

Overview

Use this screen to complete Form 568, Limited Liability Company Return of Income, Sides 1 and 2.

Activity Information

This section displays the entity information for activities included in the limited liability company (LLC). The Activities included in the LLC statement window lists all federal activities included in the LLC. If no data is present in the statement window, the LLC is a state unit only and no federal data entry is transferred to the LLC.
Enter
X
 to create an LLC activity when the limited liability company 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 C Screen, Rent, F, 4835, or K-1 to create a unit of CALLCGen Screen for the LLC activity.
An SOS number can only be 7, 9, 10, 11 or 12 digits. If a taxpayer doesn’t have an SOS number on file, on the federal screen you may enter an SOS number that begins with “None” (for example "None", "None1", "None2") to create the LLC activity.
If the LLC doesn’t have a valid SOS number, use the CALLCELF screen to enter Temporary ID number or Explanation of why the LLC doesn’t have a valid SOS Number or Temporary ID number to file the return electronically.
This statement window lists all federal activities included in the LLC. If no data is present in the statement window, the LLC is a state unit only and no federal data entry is transferred to the LLC return.

Miscellaneous

Information entered in this section is used to calculate Form 568, Sides 1 and 2.
The sole owner's name, Social Security number, and email address displayed on Form 568, Page 1, defaults to the owner of the 1st activity listed in the
Activities included in LLC
 statement window. For state-only units with 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.
If a taxpayer qualifies for Military Deployment Exemption, enter an
X
 in this field to remove the $800 LLC tax from Form 568 and from the LLC Late Filing Penalty worksheets. When this field is marked, code "
U
" displays in the "RP" area at the top of Form 568, page 1.
An entry in this field has no effect on Form 3522, LLC Tax Voucher. Use the
Suppress printing of Form 3522 (for tax) with return
 field on CALLCExt Screen to suppress the payment voucher for tax.
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 window 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 window doesn’t 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 1st entry in the
Activities included in LLC
 statement window.
UltraTax CS defaults to displaying the business address entered in federal C Screen for the 1st Schedule C listed in the
Activities included in LLC
 statement window. If no address is entered on that screen, the address defaults to the taxpayers address in federal 1040 Screen. 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 code defaults to the federal data entry for the 1st 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.
The principle business activity name defaults to the description of the 1st activity included in the LLC. Use this field to enter a name if different.
For UT23 and prior, if the date entered here is from the current tax year and
Initial return
 is marked, the $800 LLC tax is omitted from Form 568.
For UT23 and prior, if this field is marked and
Date business started in California
 is from the current tax year, the $800 LLC tax is omitted from Form 568.
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 CALLCBnk screen, 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 an 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 tax) with return
 field on Screen CALLCExt to suppress the payment voucher for 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, and then Other tab. The email addressed included is the email address entered in federal Contact Screen for the owner of the 1st activity listed in the
Activities included in LLC
 statement window. Use this field to enter a different email address. Enter
None
 to exclude the email address from the return.
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