Note: You can suppress the printing of Form 568 and related forms by selecting "Suppress Form 568" on the California 568 Limited Liability Company Return of Income worksheet, Options section.
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| Worksheet | Section | Field | ||
| Secretary of State (SOS) file number | California > 568 - Limited Liability Company Return of Income | General Information | Secretary of State file number | |
| FEIN number | California > 568 - Limited Liability Company Return of Income | General Information | FEIN number - override | |
| Limited Liability Company Name | California > 568 - Limited Liability Company Return of Income | General Information | LLC company name | |
| Number and street | California > 568 - Limited Liability Company Return of Income | General Information | LLC address - override | |
| PMB no. | California > 568 - Limited Liability Company Return of Income | General Information | LLC private mailbox number | |
| City, State, and ZIP Code | California > 568 - Limited Liability Company Return of Income | General Information | LLC City, state and ZIP - override | |
| Accounting Method | California > 568 - Limited Liability Company Return of Income | General Information | Accounting method | |
| Date Business Began | California > 568 - Limited Liability Company Return of Income | General Information | Date business began | |
| Total Assets at End of Year | California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Total assets at end of year | |
| Type of Return | California > 568 - Limited Liability Company Return of Income | General Information |
Initial return OR Final return OR Amended return |
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| Protective claim | California > 568 - Limited Liability Company Return of Income | Options | Protective claim for refund | |
| I(1) | California > 568 - Limited Liability Company Return of Income | Options | Another entity acquired control or majority ownership of this LLC | |
| I(2) | California > 568 - Limited Liability Company Return of Income | Options | Acquired control or majority ownership in another entity | |
| I(3) | California > 568 - Limited Liability Company Return of Income | Options | More than 50% of the LLC's ownership interests were cumulatively transferred after an interest in California real property | |
| 1 | Schedule IW, Line 17 | |||
| California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Total income from Schedule IW - override | ||
| 2 | Calculated | |||
| California > 568 - Limited Liability Company Return of Income | General Information | Deployed military exemption | ||
| California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Limited Liability Company fee - override | ||
| 3 | Calculated | |||
| California > 568 - Limited Liability Company Return of Income | General Information | Deployed military exemption | ||
| California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | 2021 LLC tax -override | ||
| 4 | N/A - disregarded entities are not eligible. | |||
| 5 | California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Non-consenting nonresident members' tax liability from Schedule T | |
| 6 | California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Partnership level tax | |
| 7 | Calculated | |||
| 8 | Calculated | |||
| California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Amount paid with Form FTB 3536 and 2021 FTB 3522 and Form 3537 -override | ||
| 9 | N/A - disregarded entities are not eligible. | |||
| 10 | California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Overpayment from prior year allowed as a credit | |
| 11 | California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Withholding (Form 592-B and/ or 593) | |
| 12 | Calculated | |||
| 13 | California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Use tax | |
| 14 | Calculated | |||
| 15 | Calculated | |||
| 16 | Calculated | |||
| 17 | Calculated | |||
| 18 | California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Amount of overpayment to be credited to 2022 tax or fee | |
| 19 | Calculated | |||
| 20 | California > 568 - Limited Liability Company Return of Income | Form 568, Page 1 | Penalties and interest - override | |
| 21 | Calculated | |||
| J - Principal business activity code | California > 568 - Limited Liability Company Return of Income | General Information | Principal business activity code (per 568 booklet) | |
| J - Business activity | California > 568 - Limited Liability Company Return of Income | Electronic Filing | Principal business activity name | |
| J - Product or service | California > 568 - Limited Liability Company Return of Income | Electronic Filing | Principal product or service | |
| K | Default is "1" | |||
| L | California > 568 - Limited Liability Company Return of Income | Options | LLC is an investment partnership | |
| M(1) |
California > 568 - Limited Liability Company Return of Income |
Options | LLC is apportioning or allocating income to California using Schedule R | |
| M(2) | If L(1) is answered "Yes" | |||
| California > 568 - Limited Liability Company Return of Income | Options | LLC is registered in California with no income sourced in California | ||
| N | California > 568 - Limited Liability Company Return of Income | Options | Distribution of property or a transfer of LLC interest during the year | |
| P(1) | California > 568 - Limited Liability Company Return of Income | Options | LLC has foreign nonresident members | |
| P(2) | California > 568 - Limited Liability Company Return of Income | Options | LLC has domestic nonresident members | |
| P(3) | California > 568 - Limited Liability Company Return of Income | Options | Form 592, 592-A, 592-B or 592-F were filed for this LLC | |
| Q | California > 568 - Limited Liability Company Return of Income | Options | Any members in this LLC are LLCs or partnerships | |
| R | California > 568 - Limited Liability Company Return of Income | Options | LLC is under audit or been audited in previous years | |
| S | California > 568 - Limited Liability Company Return of Income | Options | LLC is a member or partner in another multiple member LLC or partnership | |
| T | California > 568 - Limited Liability Company Return of Income | Options | LLC is a publicly traded partnership | |
| U(1) | Default is "Yes" | |||
| California > 568 - Limited Liability Company Return of Income | Options | LLC is NOT a disregarded entity | ||
| U(2) | Answered if U(1) is "Yes" | |||
| California > 568 - Limited Liability Company Return of Income | Options | There are credits or credit carryovers attributable to the disregarded entity | ||
| U(3) | Answered if U(1) is "Yes" | |||
| California > 568 - Limited Liability Company Return of Income | Options | LLC has income derived from or attributable to CA that is less than all source income | ||
| V | California > 568 - Limited Liability Company Return of Income | Options | LLC included a reportable or listable transaction | |
| W | California > 568 - Limited Liability Company Return of Income | Options | LLC filed the federal Schedule M-3 | |
| X | California > 568 - Limited Liability Company Return of Income | Options | LLC is a direct owner of an entity that filed Schedule M-3 | |
| Y | California > 568 - Limited Liability Company Return of Income | Options | LLC has a beneficial interest in a trust or is a grantor of a trust | |
| Z | California > 568 - Limited Liability Company Return of Income | Options | LLC owns an interest in a disregarded entity | |
| AA | California > 568 - Limited Liability Company Return of Income | Options | A member of the LLC is related to any other member of the LLC | |
| BB | California > 568 - Limited Liability Company Return of Income | Options | A member of the LLC is a trust for the benefit of any person related to any other member in the LLC | |
| CC(1) | California > 568 - Limited Liability Company Return of Income | Options | LLC is deferring income from the disposition of assets | |
| CC(2) | Answered if CC(1) is "Yes" | |||
| California > 568 - Limited Liability Company Return of Income | Options | If the LLC is deferring income, year of asset disposition | ||
| DD | California > 568 - Limited Liability Company Return of Income | Options |
Installment sales Like-kind exchanges Involuntary conversions Other |
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| EE | California > 568 - Limited Liability Company Return of Income | General Information | Doing business as (DBA) | |
| FF(1) | California > 568 - Limited Liability Company Return of Income | General Information | Prior entity type | |
| FF(2) | California > 568 - Limited Liability Company Return of Income | General Information |
Prior entity type Prior business name (if different) Prior FEIN (if different) |
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| GG(1) | California > 568 - Limited Liability Company Return of Income | Options | LLC has previously operating outside California | |
| GG(2) | California > 568 - Limited Liability Company Return of Income | General Information | Date business began | |
| HH | California > 568 - Limited Liability Company Return of Income | Options | LLC is a section 721(c) partnership | |
| II | California > 568 - Limited Liability Company Return of Income | Options | There were transfers between the LLC and its members subject to disclosure. | |
| JJ(1) | California > 568 - Limited Liability Company Return of Income | Options |
LLC aggregated or grouped activities equals "Aggregated activities for at-risk purposes" OR "Both". |
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| JJ(2) | California > 568 - Limited Liability Company Return of Income | Options |
LLC aggregated or grouped activities equals "Grouped activities for passive activity purposes" OR "Both". |
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| KK(1) | California > 568 - Limited Liability Company Return of Income | Options |
Date last unclaimed property Holder Remit Report was filed OR Amount last remitted with unclaimed property Holder Remit Report |
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| KK(2) | California > 568 - Limited Liability Company Return of Income | Options |
Date last unclaimed property Holder Remit Report was filed AND Amount last remitted with unclaimed property Holder Remit Report |
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| Single Member LLC Information and Consent Section | ||||
| Federal TIN/SSN | California > 568 - Limited Liability Company Return of Income | General Information | Federal TIN | |
| Sole Owner's Name | California > 568 - Limited Liability Company Return of Income | General Information | Sole owner's name | |
| SOS File No. | California > 568 - Limited Liability Company Return of Income | General Information | SOS file number | |
| Street Address, City, State and ZIP Code | General > Basic Data | General |
Present street address Present city of residence Present state ZIP code |
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| California > 568 - Limited Liability Company Return of Income | General Information |
Street address City, state, and ZIP code |
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| California > 568 - Limited Liability Company Return of Income | General Information | Sole Owner's name, address and SSN is the same as taxpayer's | ||
| (1) Individual | California > 568 - Limited Liability Company Return of Income | |||
| (2) C Corporation | N/A | |||
| (3) Pass-Through | N/A | |||
| (4) Estate/ Trust | N/A | |||
| (5) Exempt Organization | N/A | |||
| Authorized member/ manager's email address | California > 568 - Limited Liability Company Return of Income | General Information | ||
| Telephone | General > Basic Data | General |
Daytime / Work telephone number Evening / Home telephone number |
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