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Paperless Schedules K-1 (565 or 568) Frequently Asked Questions

  1. Can I e-file the California Partnership Return, Form 565, or Limited Liability Company Return, Form 568?
  2. I provide the IRS my 1065's in a PDF format. Will FTB accept paperless K-1s in a PDF format?
  3. Who can send Paperless (CD or portable USB/flash drive) Schedules K-1?
  4. What types of media can I use to submit paperless Schedules K-1 (565 or 568)?
  5. We amended Form 565 or Form 568; can we send the amended Schedules K-1 (565 or 568) via CD or portable USB/flash drive?
  6. Can fiscal year filers send Schedules K-1 (565 or 568) via CD or portable USB/flash drive?
  7. Should I send a specific form with the CD or portable USB/flash drive?
  8. Can I test my records prior to sending them to FTB?
  9. Can I use 2012 K-1 TestWare on 2013 Schedule K-1 files?
  10. How do I read the error report?

  1. Can I e-file the California Partnership Return, Form 565, or Limited Liability Company Return, Form 568?

    Yes. we accept Forms 565 or 568 and their attached schedules, including Schedules K-1 in e-file, for taxable years 2011-2013. For more information about our business e-file program refer to FTB Pub. 1346B, Business e-file Guide for Software Developers and Transmitters, or visit our website at ftb.ca.gov and search for business e-file.

    Note: We do not accept stand alone e-file of schedule K-1s. They must be e-filed with the respective 565 or 568 return.

  2. I provide the IRS my Schedules K-1 in a PDF format. Will FTB accept paperless K-1s in a PDF format?

    No. We accept only standard fixed length formats as described in FTB Pub. 1062.

  3. Who can send paperless (CD or portable USB/flash drive) Schedules K-1?

    Any partnership or limited liability company that is required to file Form 565 or Form 568 and their attached Schedules K-1 (565 or 568) with FTB.

  4. What types of media can I use to submit paperless Schedules K-1 (565 or 568)?

    There are two types:

    • CD-ROM, and
    • Portable USB/flash drive.
  5. We amended Form 565 or Form 568; can we send the amended Schedules K-1 (565 or 568) via CD or portable USB/flash drive?

    Yes, as long as the amended Schedules K-1 are for taxable years 2012 or 2013.

  6. Can fiscal year filers send Schedules K-1 (565 or 568) via CD or portable USB/flash drive?

    Yes, as long as the taxable year begins in 2012 or 2013.

    Note: The taxable year beginning determines which record layout and K-1 TestWare to use. For example: If the taxable year beginning is in 2012, use the 2012 record layout and K-1 TestWare.

  7. Should I send a form with the CD or portable USB/flash drive?

    Yes. Form FTB 3604 must accompany the CD or portable USB/flash drive to ensure proper processing of the paperless schedules. Prepare a separate form FTB 3604 for each CD or portable USB/flash drive and for different types of Schedules K-1s (565 or 568).

  8. Can I test my records prior to sending them to FTB?

    Yes. We developed K-1 TestWare to help you prepare error-free Schedule K-1 (565 or 568) files that will pass our edit program.

  9. Can I use 2012 K-1 TestWare on 2013 Schedule K-1 files?

    No. Use 2012 K-1 TestWare for only taxable years (TY) beginning in 2012. Use 2013 K-1 TestWare for only taxable years beginning in 2013. This ensures you're using the correct record layout.

  10. How do I read the error report?

    Review the Edit Program Report in FTB Pub. 1062 for a description of each field on the report.