Release 2021.01d now available.
Initial installation for the year must be from the first California Supplement (540) program
we provide you for the current tax season.
Once you have completed the installation, you can use these on-line updates for subsequent changes throughout the tax season.
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TIP: Before executing these downloads, exit Tax Preparer by closing the Tax Preparer Control Panel.
If you do not, you will encounter an error message indicating that HSPrnTax.EXE is being used by another process,
and the update will not be completed.
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The downloads on this page are only for California Supplement for Form 540 returns.
Downloads for Tax Preparer for Form 1040 returns are found on the
Main Downloads page.
Downloads for the Partnership Edition for Form 1065 returns are found on the
Partnership Downloads page.
Current California downloads.
In order to use these downloads, you must have already installed
the complete program for the 2021 edition of the Form 540 software, such as release 2021.01.
Just go to the level you installed and click the link. Your prior installation will then be updated to 2021.01d.
Economy Level.
To update the Economy Level to release ce2021.01d, click the following link:
Update California 2021 Edition Economy (ce2021.01d).
(8,812 KB) (revised 6/23/2021)
Standard Level.
To update the Standard Level to release cs2021.01d, click the following link:
Update California 2021 Edition Standard (cs2021.01d).
(9,091 KB) (revised 6/23/2021)
Premium Level.
To update the Premium Level to release cp2021.01d, click the following link:
Update California 2021 Edition Premium (cp2021.01d).
(9,112 KB) (revised 6/23/2021)
(updated 6/23/2021)
Release 2021.01d differs from Release 2021.01c as follows:
- FTB Form 5805 added to all levels (Form 5805 pages 1 and 2,
to summarize the penalty for Underpayment of Estimated Tax).
The form for tax year 2020 is unusual because it reflects the postponement to July 15, 2020,
of the usual April 15 and June 15 due dates for estimated tax payments.
In addition, this is the first year that graphic printouts of Form 5805 must
comply with the new machine readable format formerly used for Form 540 alone.
This format disallows all commas and periods normally used to make dollar amounts
more readeble by humans. (Note that the details of the Regular Method, which are shown
only on-screen, are somewhat different from the details shown in the FTB instructions,
but the final calculated penalty is the same.)
- FTB Form 5805-AI added to all levels (Form 5805 pages 3 and 4,
for determining the amounts to use in the Regular Method when you can benefit from
reporting your income separately for the four estimated tax payment periods).
Like the summary form (pages 1 and 2), the graphic printouts of these pages
must also comply with the new machine readable format. As a result, the FTB expanded
this part of Form 5805 (Part III, Annualized Income Installment Method Schedule) to 2 pages in order to accommodate the new format.
- FTB Form 5805F added to all levels for figuring the
Underpayment of Estimated Tax for Farmes and Fishermen. This form is not
designed to be machine readable, even though it is accessed in the software from
our form for pages 1 and 2 of Form 5805. Nevertheless, we remove commas and periods
from dollar amounts for consistency.
- FTB Schedule X revised to comply with the new machine readable format
for the graphic printouts and to make minor aesthtic adjustments to draft printouts.
- Summary. The machine readable format formerly used only for Form 540
is currently used for the graphic printouts of Form 540, Form 2210 (all 4 pages),
All other forms, except for vouchers, are required to follow the general format of the
FTB forms but are not required to comfort to precise positions of amounts and checkboxes.
Release 2021.01c differs from Release 2021.01b as follows:
- FTB Form 3800 added to all levels,
for returns filed for children with more than $2,200 of unearned income.
Unlike the previous two years, the form once again follows the format of
the analogous federal Form 8615, thanks to the federal repeal of the
legislation that made the federal form so different for the last two years.
It is completed automatically if you start the return using this release
to translate a federal return with Form 8615 completed. You will only have
to make adjustments to income of parents and other siblings if California
income differs from federal income on those returns.
Release 2021.01b differs from Release 2021.01a as follows:
- Scheule CA, Part II revised to correct a misalignment of the X on the graphic
Schedule CA, Part II, page 1, when the checkbox at the top of page 1 is checked
(which is controlled by your answer to Fed NOT itemized but WILL Cal?
at the top of screen 1 of Schedule CA, Part II). Neither calculations nor draft printouts are affected.
Release 2021.01a differs from Release 2021.01 as follows:
- Form 3519 revised so that the amount printed on the Form 3519 voucher is shifted to the right one space
to confrom with current FTB specifications.
- Form 3548 revised to update on-screen labels for applicable tax years.
- Other forms revised for minor printout aesthetics to more closely match FTB Forms 540, 3533, 3533-B, 3548, 3596.
- Legacy laser-graphic printouts revised (for legacy HP-laser printing through DOS) to ensure the proper graphic backgrounds
for Forms 3506 and up (forms 12 and up on the Forms Menu).
- Schedule X added for filing a California Amended Return.
- Form 540-ES added for figuring required Estimated Tax payments.
- Form 3510 added (Premium Level only) for claiming Credit for Prior Year Alternative Minimum Tax.
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