How to generate form 568 in ProConnect?

Forum|Forum|6 years ago
February 23, 2020
2 replies
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ProConnect Tax Online

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Best answer by George4Tacks

Form 1040 with a Schedule C for a CA Single Member LLC.

Start in State & Local > Taxes > California SMLLC

Keep the Lacerte article open and hopefully you can get it done with the hint above.

itonewbie

Level 15

Under General > Client Information > Miscellaneous Information, on the line for Type of Entity, did you select 3 = Limited Liability Company? If so and the entity meets the requirements for filing F.568, it will be generated automatically.

---------------------------------------------------------------------------------Still an AllStar

V

vuong24usAuthor

Level 3

I did follow your instructions. However, the line "Type of Entity" was not available under General>Client Information>Miscellaneous Information. I am preparing a 1040 return for a CA single member LLC. Could you please double check and let me know? Thank you so much.

George4Tacks

Level 15

Look at my response entered about 50 minutes before you. I think @itonewbie assumed you were using 1065.

Answers are easy. Questions are hard!

George4Tacks

Level 15

If you are looking to do this in the 1040 module, there is a nice article for Lacerte that MAY help to do it in PTO. https://proconnect.intuit.com/community/help-articles/help/generating-california-form-568-for-a-single-member-llc/00/5560

You will have to adjust for the difference in layout. Use the search box in the program (top of left column) to look for SMLLC

Maybe @IntuitAustin can help to get a similar article for PTO.

Answers are easy. Questions are hard!

V

vuong24usAuthor

Level 3

In Larcete, it is not an issue with generating Form 568. However, PTO is a challenge. I did not find how the instructions used for Larcete can be applied for PTO in this case.

George4Tacks

Level 15

Give more detail and I may be able to guide you. Are you starting with Schedule C, E or F? Do you have only 1 SMLLC?
MORE SPECIFICS. Your first question was way to general. I don't need numbers, but give a clear idea of what you are starting with and where you want to end up.

Answers are easy. Questions are hard!

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