Screening for CA LLC (568) returns

[jerry]

I need to send my LLC clients a letter regarding the new Corporate Transparency Act requirements for Beneficial Ownership Interest reporting (and that, for legal and liability reasons, I won't be doing them).

All of my LLC clients are single member LLC's, and they all filed a CA 568.  But only some of my Schedule C clients have an LLC, so I can't use a search for Sched C to find the LLC's (and some of the LLC's are from Schedule E).

Is there an easy way to have Lacerte search for those clients that had a CA 568 filed in 2022?  I've tried database reports, etc and can't find anything that works.

Thanks!

[abctax55]

Paging @George4Tacks 

I believe a custom filter can be set up (Lacerte used to have a preset for this, but eliminated it a few years ago). 

But after so, so many decades of using Lacerte I still struggle with the filter process/set-up.   I think George is conversant in it.

[joshuabarksatlcs · Accepted solution]

2022

Set view to "all clients"

Under Filters

Open up California LLC e-file Status

Choose "Accepted" to see clients with Form 568 accepted, or other applicable status  

Hope this helps.

[jerry]

Thanks!!!