Individual California Form 3805Z in Lacerte

To generate Form 3805Z in the Individual module:

1. Go to Screen 57, Other.
2. Click on California Enterprise Zones (3805Z) from the top left navigation panel. This will take you to Screen 57.012.
3. Complete all necessary entries under the General Information section:
   1. Enter the Name of enterprise zone business.
   2. Enter the Address Where Enterprise Zone Business is Conducted:
      • Street Address
      • City
      • State
      • ZIP code
   3. Select the Name of enterprise zone from the drop down menu.
   4. Enter the Total number of employees in enterprise zone.
   5. Enter the Number of employees included in computation of hiring credit.
   6. Enter the Gross annual receipts of the business.
   7. Enter the Total asset value of the business.
   8. Enter the Hiring credit carryover from prior years (if applicable).
   9. Enter the Sales of use tax credit carryover from prior years (if applicable).
   10. Complete any other applicable information.

       Notes:

       • Enter business expense deduction and recapture information on Screen 22, Depreciation, or Screen 17, Dispositions.
       • Enter current year sales or use tax credit information on Screen 22, Depreciation.

To enter information for Form 3805Z - Hiring Credit:

1. Click on California Form 3805Z - Hiring Credit & Recapture - Worksheet I from the top left navigation panel. This will take you to Screen 57.013.
2. Select the Enterprise zone business name or number from the drop down menu.

   Note: If you did not complete the Name of enterprise zone business the name or number will display as "Property 1".

3. Complete the applicable information about the Employee.
   1. Employee's name
   2. Enter the Qualified Wages Paid or Incurred:
      • 1st year
      • 2nd year
      • 3rd year
      • 4th year
      • 5th year
   3. Click Add from the bottom left navigation panel to add additional employees (if applicable).
   • To enter pass-through information for Form 3805Z see CA Form 3805Z - Enterprise Zone Deduction and Credit for Passthrough Entity.
   • To enter trade or business information for Form 3805Z:
     1. Click on California Form 3805Z - Taxpayer Trade or Business from the top left navigation panel. This will take you to Screen 57.016.
     2. Select the Enterprise zone business name or number from the drop down menu.

        Note: If you did not complete the Name of enterprise zone business the name or number will display as "Property 1".

     3. Select the Form (Ctrl+T) from the drop down menu.
     4. Select the Activity name or number from the drop down menu.
     5. Click Add from the bottom left navigation panel to add additional businesses (if applicable).

Related topics:

• Entering Information for California Enterprise Zone Form 3805Z, Part III in an Individual Return