Best way to handle CA SMLLCs owned by C-corp (Form 568 + Form 100) in Lacerte?

[tony77777]

Hi everyone,

I’m trying to confirm the most efficient workflow in Lacerte for California single-member LLCs owned 100% by a C-corporation.

Fact pattern:

• Parent is a U.S. C-corp filing Form 1120 + CA Form 100.

• The C-corp owns one or more CA SMLLCs (disregarded entities).

• For California, each SMLLC needs a separate Form 568 ($800 LLC tax + LLC fee), but all of the LLC income is also reported on the C-corp Form 100.

Right now my process in Lacerte is:

1. Enter all LLC activity in the C-corp 1120 client, and prepare CA Form 100 there.

2. Create separate LLC clients in the Partnership module for each SMLLC, mark them as single-member disregarded, turn on CA, and manually enter gross receipts/limited P&L just to generate Form 568.

My questions:

1. Is this the recommended / expected workflow in Lacerte for this situation?

2. Is there any easier or more automated way to handle CA SMLLC Form 568s that are owned by a C-corp (e.g., link to the corp file, import data, or avoid duplicate entry)?

3. Any tips/best practices to reduce duplicate work or potential mismatches between the C-corp and LLC files?

Thanks in advance for any guidance or tricks you use in your own practice