UltraTax CS

California State Products
The UltraTax CS programs for California work together with the federal UltraTax CS programs, reducing state tax return preparation to a few keystrokesand a few short minutes. By taking full advantage of the integration capabilities of CS Professional Suite, your firm can reach maximum efficiency, productivity, and accuracy.

state product profile

California Individual California Corporate (includes S Corp) California Partnership California Property Tax California Fiduciary California Estate California Exempt
UltraTax CS state programs automatically capture all appropriate federal data and calculate the state tax results. You enter data only once to complete both returns, simply and efficiently. The California line-up for UltraTax CS includes the California Individual, Corporate (including S Corp), Partnership/LLC, Fiduciary, Estate, and Exempt Organization programs (including private foundations).
Form 3885LDepreciation and Amoritization Form 3536Estimated Fee for LLCs Form 3588Payment Voucher for LLC e-filed returns Form 3520Power of Attorney Form 3521Low-Income Housing Credit Form 3522LLC Tax Voucher Form 3523*Research Credit Form 3526Investment Interest Expense Deduction Form 3533Change of Address Form 3537Payment for Automatic Extension for LLCs Form 3540Credit Carryover Summary Form 3546*Enhanced Oil Recovery Credit Form 3547*Donated Agricultural Products Transportation Credit Form 3548*Disabled Access Credit for Eligible Small Businesses Form 3553Enterprise Zone Employee Credit Form 3567Installment Agreement Request Form 3582Payment Voucher for Individual e-filed Returns Form 3800Tax Computation for Children Under Age 14 with Investment Income Form 3801Passive Activity Loss Limitations Form 3801-CRPassive Activity Credit Limitations Form 3803Parents Election to Report Childs Interest and Dividends Form 3805EInstallment Sale Income Form 3805PAdditional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts Form 3805VNet Operating Loss (NOL) Computation and NOL and Disaster Loss LimitationsIndividuals, Estates, and Trusts Form 3805ZEnterprise Zone Deduction and Credit Summary Form 3806*Los Angeles Revitalization Zone Deduction and Credit Summary continued >
*Denotes non-calculating form **Denotes 1120 Consolidated form

UltraTax/1040

Multi-state Processing UltraTax/1040 has extensive multi-state processing capabilities with the ability to process several states from one set of federal data.

California Individual

California Forms and Schedules Form 540California Resident Income Tax Return Form 540-ESEstimated Tax for Individuals Form 540-NRCalifornia Nonresident or Part-Year Resident Income Tax Return Form 540-VPayment Voucher for 540 Returns Form 540-XAmended Individual Income Tax Return Form 568Limited Liability Company Return of Income Form 3501Employer Child Care Program/Contribution Credit Form 3503*Natural Heritage Preservation Credit Form 3506Child and Dependent Care Expenses Credit Form 3507*Prison Inmate Labor Credit Form 3510Credit for Prior Year Alternative Minimum Tax Individuals or Fiduciaries Form 3511*Environmental Tax Credit Form 3516*Request for Copy of Personal Income Tax or Fiduciary Return Form 3519 (PIT)Payment for Automatic Extension for Individuals Form 3527New Jobs Credit
Ultratax cs california, cont.
Form 3807*Local Agency Military Base Recovery Area Deduction and Credit Summary Form 3808*Manufacturing Enhancement Area Credit Summary Form 3809*Targeted Tax Area Deduction and Credit Summary Form 3885AAmortization Adjustments, Capital Gain or Loss Adjustment Form 4803eHead of Household schedule Form 5805Underpayment of Estimated Tax by Individuals and Fiduciaries Form 5805FUnderpayment of Estimated Tax by Farmers and Fishermen Form 5870A*Tax on Accumulation Distribution of Trusts Form 8453California e-file Return Authorization for Individuals Form 8453LLC-California E-File Return Authorization for Limited Liability Companies Form 8454e-file Opt-Out Record for Individuals Form 8455California e-file Payment Record for Individuals Form 8879California e-file Signature Authorization for Individuals Schedule CA (540)California AdjustmentsResidents Schedule CA (540NR)California AdjustmentsNonresidents or Part-Year Residents Schedule DCapital Gain or Loss Adjustment Schedule D (568)Capital Gain or Loss Schedule D-1Sales of Business Property Schedule G-1Tax on Lump-Sum Distributions Schedule P (540)Alternative Minimum Tax and Credit LimitationsResidents Schedule P (540NR)Alternative Minimum Tax and Credit LimitationsNonresidents or Part-Year Residents Schedule R*Apportionment and Allocation of Income Schedule SOther State Tax Credit Schedule W-2 CGWage and Withholding Summary California RDP Adjustments Worksheet Recalculated Federal Adjusted Gross Income California SSMC Adjustments Worksheet Form 100California Corporation Franchise or Income Tax Return Form 100-ESCorporation Estimated Tax Form 100SCalifornia S Corporation Franchise or Income Tax Return Form 100WCalifornia Corporation Franchise or Income Tax ReturnWaters-Edge Filers Form 100-WEWaters-Edge Election Form 100XAmended Corporation Franchise or Income Tax Return Form 199California Exempt Organization Annual Information Return (for Homeowners Associations) Form 540-ESEstimated Tax for Individuals (for Composite Filing) Form 540NRCalifornia Nonresident or Part-Year Resident Income Tax Return (for Composite Filing) Form 592*Quarterly Resident and Nonresident Withholding Statement Form 592-B*Resident and Nonresident Withholding Tax Statement Form 1115*Request for Consent for a Waters-Edge Re-Election Form 1117*Request to Terminate Waters-Edge Election Form 2416Schedule of Included Controlled Foreign Corporations (CFC) Form 2424Waters-Edge Foreign Investment Interest Offset Form 3501*Employer Child Care Program/Contribution Credit Form 3516*Request for Copy of Tax Return Form 3519Payment Voucher for Automatic Extension for Individuals (for Composite Filing) Form 3520Power of Attorney Form 3521*Low-Income Housing Credit Form 3523Research Credit Form 3533*Change of Address Form 3539Payment Voucher for Automatic Extension for Corps and Exempt Orgs Form 3540*Credit Carryover Summary Form 3544Election to Assign Credit Within Combined Reporting Group Form 3544Election to Assign Credit Within Compined Reporting Group Form 3546*Enhanced Oil Recovery Credit Form 3548*Disabled Access Credit for Eligible Small Businesses Form 3565*Small Business Stock Questionnaire Form 3577*Pending Audit Tax Deposit Voucher for Corporations

continued > *Denotes non-calculating form **Denotes 1120 Consolidated form

California Corporate

With UltraTax/1120 California, you can process both C and S Corporation returns. The UltraTax corporate program allocates indirect liabilities and indirect deductions attributable to investment, subsidiary, and business capital. California Forms and Schedules Form BOE-100B*Statement of Change in Control and Ownership of Legal Entities
Ultratax cs california Corporate, cont.
Form 3581* Tax Deposit Refund and Transfer Request Form 3586Voucher for Corporation e-filed Returns Form 3725*Assets Transferred from Parent Corporation to Insurance Company Subsidiary Form 3726Deferred Intercompany Stock Account (DISA) and Capital Gains Information Form 3801Passive Activity Loss Limitations Form 3801-CRPassive Activity Credit Limitations Form 3802Corporate Passive Activity Loss and Credit Limitations Form 3805EInstallment Sale Income Form 3805QNet Operating Loss (NOL) Computation and NOL and Disaster Loss LimitationsCorporations Form 3805ZEnterprise Zone Deduction and Credit Summary Form 3806Los Angeles Revitalization Zone Deduction and Credit Summary Form 3807Local Agency Military Base Recovery Area Deduction and Credit Summary Form 3808*Manufacturing Enhancement Area Credit Summary Form 3809Targeted Tax Area Deduction and Credit Summary Form 3834Interest Computation Under the Look-Back Method for Completed Long-Term Contracts Form 3864Group Nonresident Return Election (for Composite Filing) Form 3885Corporation Depreciation and Amortization Form 5805Underpayment of Estimated Tax by Individuals and Fiduciaries (for Composite Filing) Form 5806Underpayment of Estimated Tax by Corporations Form 8453-CCalifornia e-file Return Authorization for Corporations Schedule 1067ANonresident Group Return Schedule (for Composite Filing) Schedule 1067B*Group Nonresident Return Payment Transfer Request (for Composite Filing) Schedule B/C (100S)S Corporation Depreciation and Amortization, and Tax Credits Schedule D (100S)S Corporation Capital Gains and Losses and Built-In Gains Schedule D-1Sales of Business Property Schedule H (100)Dividend Income Deduction Schedule H (100S)S Corporation Dividend Income Deduction Schedule H (100W)Dividend Income Deduction Waters-Edge Filers Schedule K-1 (100S)Shareholders Share of Income, Deductions, Credits, etc. Schedule P (100)Alternative Minimum Tax and Credit LimitationsCorporations Schedule P (100W)Alternative Minimum Tax and Credit LimitationsWaters-Edge Filers Schedule QSQualified Subchapter S Subsidiary (QSub) Information Worksheet Schedule RApportionment and Allocation of Income Combined Worksheets(1120 Consolidated)

California Partnership / Limited Liability Company
The UltraTax/1065 California program provides for special allocations to partners or members where applicable. It also calculates apportionment ratios for clients doing business in multiple states. It processes returns for both partnerships and limited liability companies (LLC) and automatically computes partner/member amounts or allows you to force Schedule K-1 amounts. California Forms and Schedules Form BOE*-100-BStatement of Change in Control and Ownership of Legal Entities Form 565Partnership Return of Income Form 568Limited Liability Company Return of Income Form 540-ESEstimated Tax for Individuals (for composite filing) Form 540NRNonresident or Part-Year Resident Income Tax Return (for composite filing) Form 592*Quarterly Nonresident Withholding Statement Form 592A*Foreign Partner or Member Quarterly Withholding Statement Form 592BResident and Nonresident Withholding Tax Statement Form 3501*Employer Child Care Credit Form 3519Payment for Automatic Extension for Individuals (for composite filing) Form 3520Power of Attorney Form 3521*Low-Income Housing Credit Form 3522LLC Tax Voucher Form 3523*Research Credit Form 3533*Change of Address Form 3537Payment for Automatic Extension for LLCs Form 3538Payment for Automatic Extension Form 3538Payment for automatic extension for LPs, LLPs, and REMICs Form 3546*Enhanced Oil Recovery Credit
Form 3578*Tax Deposit Voucher for LLCs Form 3579*Tax Deposit Voucher for LPs, LLPs, and REMICs Form 3581*Tax Deposit Refund and Transfer Request Form 3587Voucher for LP, LLP, and REMIC e-filed Returns Form 3588Voucher for LLC e-filed Returns Form 3805EInstallment Sale Income Form 3805Z*Enterprise Zone Deduction and Credit Summary Form 3807* LAMBRA Credit Form 3809*Targeted Tax Area Deduction and Credit Summary Form 3832Limited Liability Company Nonresident Members Consent Form 3834*Interest Computation Under the Look-Back Method for Completed Long-Term Contracts Form 3864Group Nonresident Return Election Form 3885LDepreciation and Amortization Form 3885PDepreciation and Amortization Form 5805Underpayment of Estimated Tax by Individuals and Fiduciaries (for composite filing) Form 8453-LLCCalifornia e-file Return Authorization for Limited Liability Companies Form 8453-PCalifornia e-file Return Authorization for Partnerships Schedule D (565)Capital Gain or Loss Schedule D (568)Capital Gain or Loss Schedule D-1Sales of Business Property Schedule 1067ANonresident Group Return Schedule Schedule 1067B*Group Nonresident Return Payment Transfer Request Schedule K-1 (565)Partners Share of Income, Deductions, Credits, etc. Schedule K-1 (568)Members Share of Income, Deductions, Credits, etc. Schedule RApportionment and Allocation of Income Passthrough Sales Worksheet of the Business Property Statement Form 571-F Agricultural Property Statement Form 571-LBusiness Property Statement Form 571-LA*Alternate Schedule A for Bank, Insurance Company, or financial Corporation Fixtures Form 3520Power of Attorney Schedule A (571-A & 571-F)Supplies Schedule A (571-L) Cost Detail: Equipment Schedule B (571-A & 571-F) Animals Schedule B (571-L) Cost Detail: Buildings, Building Improvements, and/ or Leasehold Improvements, Land Improvements, Land and Land Development Schedule C (571-A) Cost Detail: Equipment Schedule C (571-F) Fixed Machinery and Equipment Schedule D (571-A) Moveable Farm Equipment and Harvesters Schedule D (571-F) Moveable Farm Equipment

California Fiduciary

California Forms and Schedules Form 541California Fiduciary Income Tax Return Form 541-ATrust Accumulation of Charitable Amounts Form 541-BCharitable Remainder and Pooled Income Trusts Form 541-ESEstimated Tax for Fiduciaries Form 541-TCalifornia Allocation of Estimated Tax Payments for Beneficiaries Form 588*Nonresident Withholding Waiver Requests Form 592*Quarterly Resident and Nonresident Withholding Statement Form 592-BResident and Nonresident Withholding Tax Statement Form 3510Credit for Prior Year Alternative Minimum Tax Individuals or Fiduciaries Form 3516* (page 1 only)Request for Copy of Personal Income Tax or Fiduciary Return FTB 3520Power of Attorney Form 3526Investment Interest Expense Deduction Form 3533*Change of Address Form 3540*Credit Carryover Summary Form 3563Payment Voucher for Automatic Extension for Fiduciaries Form 3801Passive Activity Loss Limitations Form 3801-CRPassive Activity Credit Limitations Form 3805EInstallment Sale Income

California Property Tax

The UltraTax California Property Tax program supports 990, 1040, 1041, 1065, 1120, and 1120S entities. It prepares property tax statements from depreciation data entered in the Asset tab. Note: These statements can be used as an attachment to original county property statements sent by the assessor. California Forms and Schedules Form 571-AAgricultural Property Statement Form 571-D Supplemental Schedule for Reporting Monthly Acquisitions and Disposals of Property Reported on Schedule B
Form 3805VNet Operating Loss (NOL) Computation and NOL and Disaster Loss LimitationsIndividuals, Estates, and Trusts Form 3805Z*Enterprise Zone Deduction and Credit Summary Form 3806*Los Angeles Revitalization Zone Deduction and Credit Summary Form 3808*Manufacturing Enhancement Area Credit Summary Form 3809*Targeted Tax Area Deduction and Credit Summary Form 3885FDepreciation and Amortization Form 5805Underpayment of Estimated Tax by Individuals and Fiduciaries Form 5805FUnderpayment of Estimated Tax by Farmers and Fishermen Form 5870A*Tax on Accumulation Distribution of Trusts Schedule DCapital Gain or Loss Schedule D-1Sales of Business Property Schedule G-1Tax on Lump-Sum Distributions Schedule JTrust Allocation of an Accumulation Distribution Schedule K-1Beneficiarys Share of Income, Deductions, Credits, etc. Schedule K-1 Instructions*Beneficiarys Instructions for Schedule K-1 Schedule PAlternative Minimum Tax and Credit LimitationsFiduciaries Schedule SOther State Tax Credit Grantor/Agency ReportGrantors Share of Income, Deductions, Credits, etc. Form 199California Exempt Organization Annual Information Return Form 3516*Request for Copy of Personal Income Tax or Fiduciary Return Form 3533*Change of Address Form 3539 (CORP)Automatic Extension for Corporations and Exempt Organizations Form 3540*Credit Carryover Summary Form 3805Z*Enterprise Zone Deduction and Credit Summary Form 3806*Los Angeles Revitalization Zone Deduction and Credit Summary Form 3834*Interest Computation Under the Look-back Method for Completed Long-term Contracts Form 3885Corporation Depreciation and Amortization Form 3885FDepreciation and Amortization Form 5806Underpayment of Estimated Tax by Corporations Form RRF-1*Registration Renewal Fee Report to Attorney General of California Schedule D (541)Capital Gain or Loss Schedule D-1Sales of Business Property FTB 3509*Political or Legislative Activities By Section 237 01d Organizations FTB 3520Power of Attorney

Support

You receive the same toll-free access to the Thomson Reuters Support HelpLine for state and local UltraTax CS products as you do for your federal UltraTax CS products.

California Estate

The UltraTax/706 California program processes estate returns for resident and nonresident U.S. decedents having assets both within and outside California. California Forms Form ET-1ACalifornia Additional Estate Tax Return Form IT-2Declaration Concerning Residence FTB 3520Power of Attorney

Money-Back Guarantee

All Thomson Reuters software is backed with a written money-back guarantee. If you are not completely satisfied with any fully licensed UltraTax CS product, return the software within the specified period for a refund.

Per-Return Pricing (PRP)

California Exempt
With UltraTax/990 California you can process both exempt organization and private foundation returns. California Forms and Schedules Form 100-ESCorporation Estimated Tax Form 109California Exempt Organization Business Income Tax Return
For your convenience, all UltraTax CS software is available on a per-return basis. UltraTax PRP offers a cost-effective way to handle states and entities that require a limited number of returns.

More Information

UltraTax CS products for Arkansas are just part of the family of more than 150 UltraTax CS state and local programs. For more information, please call a Thomson Reuters Account Representative at 800.968.8900.
*Denotes non-calculating form
TAX & ACCOUNTING | 7322 Newman Boulevard | Dexter, MI 48130 800.968.8900 | CS.ThomsonReuters.com Copyright 2009, Thomson Reuters/Tax & Accounting. All rights reserved. Printed in the U.S.A. UltraTax CS is a trademark used herein under license. All other trademarks and registered trademarks are used herein under license.

TL21657_CA