CCH Axcess Tax

Form 540NR (for Composite or Group Nonresident Return)

Notes:

To include all California nonresident shareholders in the "Composite" or group nonresident filing returns, use one of these two methods:
- Check the California box on Common State / City > State Composite Generation
- On California > General > Options, check the box to 'Include all nonresident shareholders on California Schedule 1067A, Part I, for a "Group Nonresident" or "Composite Return."
To include only certain nonresident shareholders in the "Composite" or group nonresident filing returns, on Shareholders > Shareholder Information - State Specific > Shareholder State Information, enter the shareholder number, State code, "CA" and check "Checkbox 1".
When a California S Corporation "Composite" or "Group Nonresident Return" is processed, it includes the following California government forms:
- Form 540-ES, Estimated Tax for Individuals (if required).
- Form 540NR, California Nonresident or Part-Year Resident Income Tax Return.
- Form 3864, Group Nonresident Return Election.
- Schedule 1067A, Nonresident Group Return Schedule.
Please refer to California Franchise Tax Board Publication Number 1067 for general guidelines (and further detail on specific items) regarding how to complete a Group Form 540NR.
See the cross reference for Schedule 1067A for minimum input to generate Form 540NR.

Government Form		CCH Axcess Input
		Worksheet	Section	Field
Form 540NR, Page 1
Group Nonresident Return Codes	Automatic
Name and address	Automatic (from Form 100S)
Filing Status
1 Filing Status	Always "Single"
2 - 6	Not Applicable
Exemptions
7-11	Not Applicable
Form 540NR, Page 2
Total Taxable Income
12-19	Not Applicable
CA Taxable Income
31	Not Applicable
32, 35	CA Schedule 1067A, Parts I and II, Column (e)
36 - 39	Not Applicable
40	CA Schedule 1067A, Total, Part II, line 3(f)
41	Not Applicable
42	Line 40
Special Credits
50 - 55	Not Applicable
Form 540NR, Page 3
58-60		California > Composite Return	Composite or Group Nonresident Return Information	Credits
61	Not Applicable
62	Calculated
63	Calculated
Other Taxes
71	Not Applicable
72	CA Schedule 1067A, Grand Total Part II, line 3(h)
73	Not Applicable
74	Not Applicable
75	Calculated
Payments
81	Schedule 1067A, Part II, line 2(j)
82	Calculated
82		Payments/Penalties/Estimates > Payments > State Tax Payments	State Quarterly Payments > Detail > State Tax Payments	State S corporation composite tax payments - Total payments / Extension payments
83		Payments/Penalties/Estimates > Payments > State Tax Payments	State Quarterly Payments > Detail > State Tax Payments	State S corporation composite tax payments - Total withheld
84- 87	Not Applicable
88	Calculated
91 - 93	Not Applicable
Overpaid Tax / Tax Due
101	Calculated
102		Payments/Penalties/Estimates > Estimates and Application of Overpayment	State Estimates and Application of Overpayment	Detail - State Code 'CAC'
Form 540NR, Page 4
103, 104	Calculated
Contributions
120 All contributions	Govt. view/override entries only (no input).
Form 540NR, Page 5
Amount You Owe
121	Calculated
Interest and Penalties
122		Payments/Penalties/Estimates > Penalties	State / City Late Interest and Penalties > State S Corp Composite Late Penalties	Detail input - Late interest ; Late payment penalty ; Late filing penalty
123		Payments/Penalties/Estimates > Penalties	State / City Underpayment Penalty > General	Detail input - 'X' Composite ; Underpayment penalty - override
124	Calculated
Refund and Direct Deposit
125	Calculated
First Direct deposit information		General > Basic Data	Direct Deposit / Electronic Funds Withdrawal	Detail input
First Direct deposit information	Notes If CA > General > Options, Not to direct deposit any California refund is blank. Direct deposit, when requested always equals 100% of net refund.
Second Direct deposit information	Override in government view.
Signature and Firm Information	Automatic (from Form 100S)

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