CALIFORNIA STATE FACTS SHEET
State Packages........................... 1040/568 SMLLC, 1041, 1065, 1120, 1120S, and 990
Electronic Filing
Individual (direct state)
Approved 11/17/2014
Online Filing
Corporation and S Corporation
Partnership
Fiduciary
Approved 12/1/2014
Approved 12/1/2014
Approved 12/1/2014
Individual
Approved 11/19/2014
Individual
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Business
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Original return information is carried automatically to amended returns once the current tax year
return has been calculated
Supports the annualized method and regular method of computing the underpayment penalty
Generates worksheets from the CA instructions to support detailed calculations
Allows preparation of estimated tax payments (CA Form 540ES) and extensions (CA Form 3519)
Allows payment via electronic funds withdrawal on a specific date
Allows estimated tax payments via electronic funds withdrawal
Allows electronic deposit of refund
Offers several specialized worksheets to show taxpayer and spouse amounts split out for certain
items
CA Form 568 is now supported in the Individual package
Special calculations:
 Depreciation differences
 Credit for taxes paid to other states
 Passive Activities
 Penalty Calculations
Includes corporation, S corporation, partnership, tax-exempt, and fiduciary returns
Supports the annualized method and regular method of computing the underpayment penalty
Provides simultaneous multistate processing capabilities
Generates worksheets from the CA instructions to support detailed calculations
Allows preparation of estimated tax payments (CA Form 100ES) and extensions (CA Form 3539)
Supports CA Form 199 in the Corporation package
Special calculations:
- Depreciation differences
- Penalty Calculations (100 and 100S)
Electronic Filing Features
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A fully integrated e-file module for the CA 540, CA 100, CA 565/568, CA 100S, CA 541
e-File 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%)
For a free demo, call our Sales Department
DRAKE SOFTWARE • 235 EAST PALMER STREET • FRANKLIN, NC 28734 • 800.890.9500 • FAX: 828.369.9928
SALES@DRAKESOFTWARE.COM • DRAKESOFTWARE.COM
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Direct deposit is available for e-filed returns only
Direct debit available for e-filed returns with a balance due
California partnership amended returns e-fileable
California 100 returns with federal 1120-H e-fileable
California 568 SMLLC returns e-fileable (Partnership package)
Individual:
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Form
540
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5402EZ
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540NR
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540NRS
568
3522ES
3536
3537
540ES
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540X
Description
Pages
Resident Income Tax Return
5
 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_CA7
Schedule CA Line 7 Worksheet
 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
4
 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
3
Limited Liability Company Return of Income
7
LLC Tax Voucher
1
Estimated Fee for LLCs
1
Payment for Automatic Extension of LLCs
1
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
3
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3503
3506
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3507
3510
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3519
3520
3521
3523
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3526
3540
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3541
3546
3547
3548
3554
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3567
3582V
3800
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3801
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3803
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3805E
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3805P
3805V
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3805Z
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3806
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3807
Natural Heritage Preservation Credit
Child and Dependent Care Expenses Credit
 CA_ATT35 thru CA_ATT50 - Overflow Statements
Prison Inmate Labor Credit
Credit for Prior Year Alternative Minimum Tax
 WK3510
AMT Worksheet for Married Filing Separate
Extension Payment Voucher
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
Credit Carryover Summary
 CA_ATT52 - Overflow Statement
Motion Picture and Television Production Credit
Enhanced Oil Recovery Credit
Donated Agricultural Products Transportation Credit
Disabled Access Credit for Eligible Small Business
New Employment Credit
 CAWK_54 – Tentative Credit Worksheet
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
Hiring Credit & Recapture Worksheet IA and
Sales or Use Tax Credit Worksheet IB
 CAWK_05Z
Business Expense Deduction Recapture Worksheet II
and Income or Loss Apportionment Worksheet III Section A
 CAWK_05Z
Income or Loss Apportionment III Section B
 CAWK_05Z
EZ Worksheet Net Operating Loss
 CAWK05Z
(1-5) Overflow Statements
Los Angeles Revitalization Zone Deduction and Credit Summary
 CAWK3806
LARZ Income or Loss
 CAWK3806
LARZ NOL Worksheet II
 CAWK06
Overflow Statement
LAMBRA Deduction & Credit Summary
 CAWK3807
Hiring Credit & Recapture, Sales or Use Tax Recapture
 CAWK3807
Business Expense Deduction Recapture
 CAWK3807
Income or Loss Apportionment Section A
 CAWK3807
Income or Loss Apportionment Section B
1
2
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1
1
1
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3
2
2
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1
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1
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1
1
1
1
1
1
1
4
1
1
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1
1
1
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4
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1
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1
1
1
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3808
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3809
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3840
3885A
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4684
4803E
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5805
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5805F
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5870A
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592B
593
8453
8454
8455
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8879
8886
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Sch CA
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Sch CANR
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Sch D
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Sch DNR
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Sch D1
 CAWK3807
NOL Carryover
 CAWK3807
LAMBRA Net Increase Jobs Worksheet
 CAWK07
(1-4) - 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 Business Expense Deduction & Recap Wks II
 CAWK3809
TTA Apportionment Wks III
 CAWK3809
NOL Carryover and Limitations WKS IV
 CAWK09
(1-4) - Overflow Statements
Like-Kind Exchanges
Depreciation and Amortization
 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
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
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2
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1
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1
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1
2
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1
2
1
1
1
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1
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1
2
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1
1
1
1
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1
1
1
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1
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Sch G1
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Sch P
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Sch PNR
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Sch R
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Sch RDP
Sch S
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Sch W2CG
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
Nonresident 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
W-2 Summary
1
1
1
2
1
1
1
3
1
1
1
4
1
1
1
1
2
Corporation:
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Form
100
100ES
Corporation Franchise or Income Tax Return
Corporation Estimated Tax
Amended Corporation Franchise or Income Tax Return
100X
3501
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3503
3507
3520
3521
3523
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3539
3540
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3544
3544A
3546
3547
3548
3554
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3586V
3805E
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3805Q
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3805Z
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3806
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3807
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3808
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Description
3809
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Pages
5
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
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
New Employment Credit
CAWK_54 – Tentative Credit Worksheet
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
Hiring Credit & Recapture Worksheet IA and
Sales or Use Tax Credit Worksheet IB
CAWK_05Z
Business Expense Deduction Recapture Worksheet II
and Income or Loss Apportionment Worksheet III Section A
CAWK_05Z
Income or Loss Apportionment III Section B
CAWK05Z
(1-4) Overflow Statements
Los Angeles Revitalization Zone Deduction and Credit Summary
CAWK3806
LARZ Income or Loss
CAWK3806
LARZ NOL Worksheet II
CAWK06
Overflow Statement
LAMBRA Deduction & Credit Summary
CAWK3807
Hiring Credit & Recapture, Sales or Use Tax Recapture
CAWK3807
Business Expense Deduction Recapture
CAWK3807
Income or Loss Apportionment Section A
CAWK3807
Income or Loss Apportionment Section B
CAWK3807
NOL Carryover
CAWK3807
LAMBRA Net Increase Jobs Worksheet
CAWK07
(1-3) - 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
(1-2) - Overflow Statements
Targeted Tax Area Deduction and Credit Summary
CAWK3809
TTA Hiring Credit & Recapture Wks I
CAWK3809
TTA Business Expense Deduction & Recap Wks II
CAWK3809
TTA Apportionment Wks III
CAWK3809
NOL Carryover and Limitations WKS IV
CAWK09
(1-3) - Overflow Statements
4
2
2
1
1
1
3
2
2
1
1
1
1
1
1
1
1
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1
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1
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1
1
2
1
1
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3840
3885
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4684
592B
593
8453C
8824
8879
8886
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Sch D1
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Sch H
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Sch P
Sch R
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Like-Kind Exchanges
Depreciation and Amortization
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)
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
2
1
1
1
1
1
2
1
1
1
2
1
2
1
2
1
1
2
2
7
1
S Corporation:
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Form
100S
100ES
100S-K1
100X
3501
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3503
3507
3520
3521
3523
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


3539
3540
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




3544
3544A
3546
3547
3548
3554


3586V
3805E
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3805Q

3805Z
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
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
3806
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
3807
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


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3808
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
3809
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
Description
Pages
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
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
New Employment Credit
1
CAWK_54 – Tentative Credit Worksheet
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
Hiring Credit & Recapture Worksheet IA and
Sales or Use Tax Credit Worksheet IB
1
CAWK_05Z
Business Expense Deduction Recapture Worksheet II
and Income or Loss Apportionment Worksheet III Section A
1
CAWK_05Z
Income or Loss Apportionment III Section B
1
CAWK05Z
(1-4) Overflow Statements
1
Los Angeles Revitalization Zone Deduction and Credit Summary
2
CAWK3806
LARZ Income or Loss
1
CAWK3806
LARZ NOL Worksheet II
1
CAWK06
Overflow Statement
1
LAMBRA Deduction & Credit Summary
2
CAWK3807
Hiring Credit & Recapture, Sales or Use Tax Recapture 1
CAWK3807
Business Expense Deduction Recapture
1
CAWK3807
Income or Loss Apportionment Section A
1
CAWK3807
Income or Loss Apportionment Section B
1
CAWK3807
NOL Carryover
1
CAWK3807
LAMBRA Net Increase Jobs Worksheet
1
CAWK07
(1-3) - 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
(1-2) - Overflow Statements
1
Targeted Tax Area Deduction and Credit Summary
2
CAWK3809
TTA Hiring Credit & Recapture Wks I
1
CAWK3809
TTA Business Expense Deduction & Recap Wks II
1
CAWK3809
TTA Apportionment Wks III
2
CAWK3809
NOL Carryover and Limitations WKS IV
1










3840
4684
592B
593
8453C
8824
8879
8886
Sch B






Sch C
Sch D

Sch D1


Sch E
Sch H

Sch R


CAWK09
(1-3) - Overflow Statements
Like-Kind Exchanges
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
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
2
2
1
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
Description
Partnership Income Tax Return
Limited Liability Company Tax Return
565-K1
568-K1
568-T
3501






3503
3507
3520
3521
3523









3536
3537
3538
3546
3547
3548
3554



3587V
3588V
3805E




3805Q

3805Z






3806




3807








3808





3809



Pages
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
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
New Employment Credit
CAWK_54 – Tentative Credit Worksheet
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
Hiring Credit & Recapture Worksheet IA and
Sales or Use Tax Credit Worksheet IB
CAWK_05Z
Business Expense Deduction Recapture Worksheet II
and Income or Loss Apportionment Worksheet III Section A
CAWK_05Z
Income or Loss Apportionment III Section B
CAWK05Z
(1-4) Overflow Statements
Los Angeles Revitalization Zone Deduction and Credit Summary
CAWK3806
LARZ Income or Loss
CAWK3806
LARZ NOL Worksheet II
CAWK06
Overflow Statement
LAMBRA Deduction & Credit Summary
CAWK3807
Hiring Credit & Recapture, Sales or Use Tax Recapture
CAWK3807
Business Expense Deduction Recapture
CAWK3807
Income or Loss Apportionment Section A
CAWK3807
Income or Loss Apportionment Section B
CAWK3807
NOL Carryover
CAWK3807
LAMBRA Net Increase Jobs Worksheet
CAWK07
(1-3) - 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
(1-2) - Overflow Statements
Targeted Tax Area Deduction and Credit Summary
CAWK3809
TTA Hiring Credit & Recapture Wks I
CAWK3809
TTA Business Expense Deduction & Recap Wks II
CAWK3809
TTA Apportionment Wks III
2
1
1
1
3
2
2
1
1
1
2
1
1
1
1
1
1
1
1
2
1
1
3
1
2
1
1
1
1
2
1
1
1
2
1
1
1
1
1
1
1
2
1
1
1
1
2
1
1
2





3840
3832
3885L/P










4684
592B
593
8453L/P
8824
565-D

568-D

Sch D1

Sch R




CAWK3809
NOL Carryover and Limitations WKS IV
CAWK09
(1-3) - Overflow Statements
Like-Kind Exchanges
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
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
2
3
1
1
1
1
1
2
1
1
1
2
1
2
1
2
2
1
7
1
Fiduciary:




Form
541
541ES
Description
Fiduciary Income Tax Return
541-K1
3501




3503
3507
3510



3520
3521
3523





3526
3540




3546
3547
3548
3554


3563
3801









3805E



3805V

3805Z






3806




3807








3808



Pages
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
Credit Carryover Summary
CA_ATT52 - Overflow Statement
Enhanced Oil Recovery Credit
Donated Agricultural Products Transportation Credit
Disabled Access Credit for Eligible Small Business
New Employment Credit
CAWK_54 – Tentative Credit Worksheet
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
Hiring Credit & Recapture Worksheet IA and
Sales or Use Tax Credit Worksheet IB
CAWK_05Z
Business Expense Deduction Recapture Worksheet II
and Income or Loss Apportionment Worksheet III Section A
CAWK_05Z
Income or Loss Apportionment III Section B
CAWK05Z
(1-4) Overflow Statements
Los Angeles Revitalization Zone Deduction and Credit Summary
CAWK3806
LARZ Income or Loss
CAWK3806
LARZ NOL Worksheet II
CAWK06
Overflow Statement
LAMBRA Deduction & Credit Summary
CAWK3807
Hiring Credit & Recapture, Sales or Use Tax Recapture
CAWK3807
Business Expense Deduction Recapture
CAWK3807
Income or Loss Apportionment Section A
CAWK3807
Income or Loss Apportionment Section B
CAWK3807
NOL Carryover
CAWK3807
LAMBRA Net Increase Jobs Worksheet
CAWK07
(1-3) - 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
2
1
1
1
1
1
3
2
2
1
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
2
1
1
1
2
1
1
1
1
1
1
1
2
1
1
1


3809








3832
3840
3885F





5805



5805F




592B
593
541-D


Sch D1

Sch G1




Sch S

CAWK08
(1-2) - Overflow Statements
Targeted Tax Area Deduction and Credit Summary
CAWK3809
TTA Hiring Credit & Recapture Wks I
CAWK3809
TTA Business Expense Deduction & Recap Wks II
CAWK3809
TTA Apportionment Wks III
CAWK3809
NOL Carryover and Limitations WKS IV
CAWK09
(1-3) - Overflow Statements
LLC List of Members
Like-Kind Exchanges
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
2
1
1
2
1
1
3
2
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





Description
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
Pages
2
1
1
1
1
1
1
1
1