| Government Form |
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|---|---|---|---|---|
| Worksheet | Section | Field | ||
| Part I Withholding Agent Information | ||||
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Note: The withholding agent information will be the taxpayer by default or override the information on California > Nonresident Withholding > Withholding Agent Information. |
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| Business name | General > Basic Data | General | Partnership name Partnership name continued | |
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | Name - Override | ||
| First name, initial and last name | N/A for Partnerships | |||
| FEIN | General > Basic Data | General | Employer identification number | |
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | FEIN - Override | ||
| Telephone | California > General Information | General | Signing partner/member area code and telephone number | |
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | Daytime phone number - Override | ||
| Fax | California > Nonresident Withholding | Withholding Agent Information | Fax number | |
| Address | General > Basic Data | General | Address | |
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | Street address - Override | ||
| City | General > Basic Data | General |
City Foreign country Foreign province/state/county |
|
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | City - Override Foreign province - Override Foreign country code - Override |
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| State | General > Basic Data | General | State | |
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | State - Override | ||
| ZIP code | General > Basic Data | General | ZIP code - Override | |
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | ZIP code or postal code - Override | ||
| PMB no. | California > General Information | Basic Data | Private mail box (PMB) number - taxpayer | |
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | Private mail box (PMB) number - Override | ||
| Part II Requester Information | ||||
|
Note: The requester information will be the same as the withholding agent information by default or use California > Nonresident Withholding > Form 588 Requester Information > Partner number of payee is payee is requester to use a partner's information or use the overrides. |
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| Withholding agent | Taxpayer or withholding agent information present | |||
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | Type of authorized representative = "Withholding Agent" | ||
| Payee | California > Nonresident Withholding | Form 588 Requester Information | Partner number of payee if payee is requester | |
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | Type of authorized representative = "Payee" | ||
| Authorized Representative for Withholding Agent | California > Nonresident Withholding | Form 588 Requester Information | Type of authorized representative = "Authorized Representative for Withholding Agent" | |
| Authorized Representative for Payee | California > Nonresident Withholding | Form 588 Requester Information | Type of authorized representative = "Authorized Representative for Payee" | |
| Business name | General > Basic Data | General | Partnership name Partnership name continued | |
| OR | ||||
| Partners > Partner Information | Partner Summary | Name if ID number is NOT SSN, otherwise leave blank | ||
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | Name - Override | ||
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | Business name - Override | ||
| First name, initial and last name | Partners > Partner Information | Partner Summary | Name if ID number is SSN, otherwise leave blank | |
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | First name - Override Middle initial - Override Last name - Override |
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| SSN or ITIN | Partners > Partner Information | Partner Summary | SSN / EIN | |
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | ID number - Override | ||
| FEIN | General > Basic Data | General | Employer identification number | |
| OR | ||||
| Partners > Partner Information | Partner Summary | SSN / EIN | ||
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | FEIN - Override | ||
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | ID number - Override | ||
| CA Corp no. | Partners > Partner Information | Partner Summary > Detail > California | California corporation number | |
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | ID number - Override | ||
| CA SOS file no. | California > Nonresident Withholding | Form 588 Requester Information | ID number - Override | |
| Telephone | California > Nonresident Withholding | General | Signing partner/member area code and telephone number | |
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | Daytime phone number - Override | ||
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | Daytime phone number - Override | ||
| Address | General > Basic Data | General | Address | |
| OR | ||||
| Partners > Partner Information | Partner Summary | Street address | ||
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | Street address - Override | ||
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | Street address - Override | ||
| City | General > Basic Data | General |
City Foreign country Foreign province/state/county |
|
| OR | ||||
| Partners > Partner Information | Partner Summary | City | ||
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information |
City - Override Foreign province - Override Foreign country code - Override |
||
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | City - Override Foreign province - Override Foreign country code - Override |
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| State | General > Basic Data | General | State | |
| OR | ||||
| Partners > Partner Information | Partner Summary | State | ||
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | State - Override | ||
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | State - Override | ||
| ZIP code | General > Basic Data | General | ZIP code | |
| OR | ||||
| Partners > Partner Information | Partner Summary | ZIP | ||
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | ZIP code - Override | ||
| OR | ||||
| California > Nonresident Withholding | Form 588 Requester Information | ZIP code - Override | ||
| PMB no. | California > General Information | Basic Data | Private mail box (PMB) number - taxpayer | |
| OR | ||||
| California > Nonresident Withholding | Form 592 Partner / Member Information | PMB number | ||
| OR | ||||
| California > Nonresident Withholding | Withholding Agent Information | Private mail box (PMB) number - Override | ||
| Part III Type of Income Subject to Withholding | ||||
| A | California > Nonresident Withholding | Form 588 Requester Information | Type of income subject to withholding = "1" | |
| B | California > Nonresident Withholding | Form 588 Requester Information | Type of income subject to withholding = "4" | |
| C | California > Nonresident Withholding | Form 588 Requester Information | Type of income subject to withholding = "2" | |
| D | California > Nonresident Withholding | Form 588 Requester Information | Type of income subject to withholding= "5" or blank | |
| E | California > Nonresident Withholding | Form 588 Requester Information | Type of income subject to withholding = "3" | |
| I | California > Nonresident Withholding | Form 588 Requester Information | Type of income subject to withholding= "6" | |
| Other description | California > Nonresident Withholding | Form 588 Requester Information | Other type of income | |
| Requester's name | Part II, Business name or First name, initial, last name | |||
| Title | California > Nonresident Withholding | Form 588 Requester Information | Requester's title | |
| Telephone | Part II, Telephone | |||
| Requester's signature | California > Nonresident Withholding | Form 588 Requester Information | Requester's signature | |
| Part IV Schedule of Payees | ||||
| Business name | Partners > Partner Information | Partner Summary | Name | |
| First name, initial, last name | Partners > Partner Information | Partner Summary | Name | |
| SSN or ITIN | Checked for individual and grantor trust partners | |||
| FEIN | Checked for all other partners unless CA Corp no. entered | |||
| CA corp number | Checked if entry is made on | |||
| Partners > Partner Information | Partner Summary > Detail > California | California corporation number | ||
| CA SOS file number | N/A | |||
| ID number | Partners > Partner Information | Partner Summary | SSN / EIN | |
| OR | ||||
| Partners > Partner Information | Partner Summary > Detail > California | California corporation number | ||
| Address | Partners > Partner Information | Partner Summary | Street address | |
| City | Partners > Partner Information | Partner Summary | City | |
| State | Partners > Partner Information | Partner Summary | State | |
| ZIP code | Partners > Partner Information | Partner Summary | ZIP | |
| Reason for waiver request | California > Nonresident Withholding | Form 592 Partner / Member Information | Reason for waiver | |
| Newly admitted date | California > Nonresident Withholding | Form 592 Partner / Member Information | Newly admitted date | |
| Other reason description | California > Nonresident Withholding | Form 592 Partner / Member Information | Other reason for waiver | |
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