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Generating Partnership CA Form 3522 Limited Liability Company Tax Voucher in Lacerte
by Intuit• Updated 4 months ago
How do I generate CA Form 3522, Limited Liability Company Tax Voucher?
Lacerte automatically generates this voucher. If the voucher is not generating automatically:
- Click on the Detail tab.
- Navigate to Screen 1, Client Information.
- Scroll down to the Miscellaneous Info section.
- Select Limited Liability Company from the Type of Entity drop-down menu.
Or
- Click the Detail tab.
- Navigate to Screen 37, Miscellaneous Information.
- Select California from the left navigation panel.
- Scroll down to the Limited Partnership Tax/LLC Annual Tax section.
- Verify there is not a -1 in the box 2023 Estimated LLC Tax (Form 3522) (-1 for none) [O].
Or
- Click on Settings.
- Click on Options.
- Select the Items to print tab.
- Click on Preparer Review Copy under Copy from the left navigation panel.
- Mark the checkbox State Separate Forms under the Separately Filed Forms section.
- Note: If the form is displayed in forms view, but is not printing, do the same thing with Client Copy, Government Filing Copy, etc.).
If Form 3522 is still not generating:
- Click on the Detail tab.
- Navigate to Screen 3, Miscellaneous Information.
- Verify if the checkbox Final return (code 13) is checked.
- Unmark the checkbox because Form 3522 will not generate for a final year return.
If all of the above are correct and this return is not final:
- Click the Detail tab.
- Navigate to Screen 3, Miscellaneous Information.
- Scroll down to the California Electronic Payment Information section.
- Verify if the checkbox Electronic payment of next year's annual LLC tax is checked.
- If this box is checked, the return is marked for e-file, and the account information for debit is filled out, form 3522 will not generate. Instead, the information will be on Form 8453-LLC.
Notes:
- The amount due ($800) cannot be overridden.
- Form 0 referenced on the form indicates the voucher is filed with a Form 568.
To "batch print" vouchers for multiple clients, use the Print Partial return function under the Print menu.