Is there a way to get a list of all 1040 clients with Single Member LLC's (Form 568) in California?

I just went digging, because this could come in handy, but Im not seeing a way to sort for this, even in the EFCenter, they dont give the 568 its own designation in the "Return Type" column.

OK, I was wrong, if you go to the EFCenter and click on the column heading for Return Type, it will gather all your CALLCs up into a group, I think thats the best you're going to be able to do though.

Thank you very much for taking the time to research this and reply. You are exactly right—having this capability would be incredibly helpful for assigning the correct tags as we migrate clients into our CRM.

As a workaround, I filtered by e-filed CA LLC returns in the EF Center, exported the Homebase view to Excel, and sorted by Form 1065 and 1040 to isolate the CA SMLLCs. While this works, my concern is that it misses any Form 568s that exist but weren't e-filed. With over 3,000 clients in our database, a few might slip through the cracks.

Ultimately, having a built-in query or analyzer function for this would be a fantastic feature addition.