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Common questions for California single member LLCs in Lacerte

SOLVED•by Intuit•Lacerte Tax•107•Updated 2 weeks ago

Below you'll find answers to frequently asked questions on California single-member limited liability companies (LLCs) in the individual module of Lacerte. For information about generating the 568 from the partnership module see Generating CA Form 568 in the partnership module of Lacerte.

A return with the same EIN/SSN cannot be e-filed more than once. Each SMLLC has to have own EIN in order to be e-filed from Lacerte.

  1. Go to Screen 54, Taxes.
  2. Under the St. Taxes panel, select California SMLLC.
  3. On the St. Taxes (54.013) screen under section California Single Member LLC, select the applicable Form (Ctrl+T) from the dropdown menu.
  4. Select the applicable Activity name or number. 
    • The Limited Liability Company information will flow from the applicable Activity selected. Any input fields marked with a [O] will override information flowing from that activity.

To combine multiple businesses into a single SMLLC, Form 568:

  1. Scroll down to the Additional Linked Business subsection.
  2. Select the applicable Form (Ctrl+T).
  3. Select the applicable Activity Number.

To view the form:

  1. Select the Forms tab.
  2. Select CA SMLLC from the State panel. If you have multiple SMLLCs that haven't been combined:
    1. Select the dropdown menu next to the Search Ask Lacerte window.
    2. Select your other SMLLCs listed to switch between forms.
  1. Go to Screen 1, Client Information.
  2. Select the box to set the LLC return for e-filing.
  3. Go to Screen 54, Taxes.
  4. Under the St. Taxes panel, select California SMLLC.
  5. On the St. Taxes (54.013) screen under California Single Member LLC, add all of the California LLC returns your client has on this screen.
    • You must add each LLC return to this screen in the following order:
      1. Other LLCs 1, 2, 3...
      2. Sch. C LLC (Screen 16 activities) 1, 2, 3...
      3. Sch. E LLC (Screen 18 activities) 1, 2, 3...
  6. Fill out the mandatory information for each LLC.
  7. Lacerte will e-file all of these LLC returns. For any returns you wish to paper-file, select the Do not e-File box.
  8. Complete any other information on this screen as needed.
  9. Go to the Forms tab and make sure the LLC returns are generating correctly.
  10. Press Ctrl+U on your keyboard to start the E-file wizard and follow the prompts displayed to e-file.

Since there are three different payments possible for a California LLC return, Lacerte will only report the LLC fee and tax amounts from Form 3588 in the E-File Wizard and the F4 view.

The annual LLC tax reported on Form 3522 and the estimated LLC fee payment from Form 3536 aren't supported by the E-File Wizard or the F4 view. You can view the E-File Payment Record forms to make sure these amounts are set to be paid electronically.

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