Downloads for 2022 Editions of California Supplement

Release 2022.01d 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.

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.

California Supplement Downloads

Current California downloads. In order to use these downloads, you must have already installed the complete program for the 2022 edition of the Form 540 software, such as release 2022.01. Just go to the level you installed and click the link. Your prior installation will then be updated to 2022.01d.

Economy Level. To update the Economy Level to release ce2022.01d, click the following link: Update California 2022 Edition Economy (ce2022.01d).

(8,825 KB) (revised 5/7/2022)

Standard Level. To update the Standard Level to release cs2022.01d, click the following link: Update California 2022 Edition Standard (cs2022.01d).

(9,159 KB) (revised 5/7/2022)

Premium Level. To update the Premium Level to release cp2022.01d, click the following link: Update California 2022 Edition Premium (cp2022.01d).

(9,195 KB) (revised 5/7/2022)

Changes in recent releases

(updated 5/7/2022)

Release 2022.01d differs from Release 2022.01c as follows:

•   Form 3514 printouts revised:
  •   Graphic printouts revised so that the No boxes for lines 9a and 9b for Child 3 are shifted to the left by one space, even though that makes the spacing inconsistent with the layout for Child 1 and Child 2. The official FTB form has this inconsistency nd the automated reading of Form 3514 by the FTB requires full conformance with the official form.
  •   Graphic printouts revised at line 7 by removing all dashes from SSN, as required by the automated reading of the form by the FTB.
  •   Draft printouts revised to ensure that all lines reflect natural formats for numerical entries and text entries for SSN and Date of Birth. On draft printouts, SSNs and ITINs have dashes, Date of Birth entries have slashes, and dollar amounts have commas and decimal points and all decimals are vertically aligned. (The automated reading by the FTB of graphic printouts for this form requires that all dollar amolunts are left-justified with no commas nor decimal points rather than the standard right-justified with aligned decimals.)
  •   Draft printouts also revised for more complete text for the labels for lines 8 through 11 to make the printed form more understandable and for better readability elsewhere.
•   Form 3514 calculations revised to allow an ITIN in place of an SSN when determining eligibility for the California Earned Income Tax Credit (EITC). Unlike the federal Earned Income Credit (EIC), ITINs are now allowed for California.
•   Form 3514 translation revised to ensure that the worksheet totals that are posted back to Form 3514 properly reflect the number of worksheets for which the EITC and Young Child Tax Credit are allowed. CAUTION: For a Form 3514 traslated from the federal Schedule EIC with a prior release, if the numbers on the form are not consistent with the number of worksheets that reflect eligibility, you must REMOVE all worksheets then reenter all data anew only AFTER all worksheets are gone (as indicated by a 'w' in plave of an 'i' beside the line itemized on Form3514).
•   CAUTION: If you created Form 3514 with a prior release, then after installing this release you MUST, for ALL of the above changes to take effect, itemize and view all worksheets.

Release 2022.01c differs from Release 2022.01b as follows:

•   Schedule P, page 1 added for figuring the Alternative Minimum Tax. This page is comprised of Parts I and II of the FTB schedule labeled Alternative Minimum Tax and Credit Limitations--Residents.
•   Schedule P, page 2 added for figuring the Credit Limitations on credits that reduce tax. This page is comprised of Part III of the FTB schedule labeled Alternative Minimum Tax and Credit Limitations--Residents.
•   Form 3510 added (Premium Level only) for claiming the Credit for Prior Year Alternative Minimum Tax.
•   Form 3514 added (Standard and Premium Levels only) for claiming the California Earned Income Tax Credit including the additional Young Child Tax Credit. TIP: In order for this credit to be properly computed, you must supply additional information to the Qualifying Child Worksheet for each child (accessible at the top of screen 3 of From 3514) because the FTB requires more information than available on the worksheet translated from the federal return. In addition, note that only the first 3 worksheets are used on the FTB form, so if any child qualifies you for the additional Young Child Tax Credit, you must make sure that the worksheet for that child is among the first three so that the FTB has the information to confirm your eligibility for that additional credit. (See page 13-6 of the Tax Preparer User's Guide for an easy way to move a worksheet to page 1, 2, or 3 when it is identified as page 4 or higher.)
•   Form 3523 added (Premium Level only) for claiming the Research Credit for increasing research activities in your trade or business.
•   Form 3533 added (Premium Level only) for reporting a Change of Address for Inidividuals when you change your mailing address.
•   Form 3533-B added (Premium Level only) for reporting a Change of Address for Businesses when you change your business mailing address or Business Location Address. (Forms 3522 and 3533-B are both accessible from the Forms Menu under the label for Form 3533. Form 3533 uses screens 1 through 4 of this form and Form 3533-B used screens 5 through 8.)
•   Form 3540 added for figuring Credit Carryover and Recapture. The Credit Carryover portion is used for expired credits that do not have a form of their own. However, if the return has a Schedule P, those carryovers are figured on Schedule P page 2 instead and Form 3540 is not required for this purpoae. The Credit Recapture part of the form is required whenever the activity for which the credit was claimed is not maintained for the required amount of time for a full credit. Only 3 credits are subject to this recapture, as shown on the form.
•   Form 3548 added (Premium Level only) for claiming a Disabled Access Credit for Eligiblle Small Businesses. It provides a credit for the first $250 of expenses, whereas the federal credit is provided only for expenses that exceed $250.
•   Form 5805 added for figuring the Underpayment of Estimated Tax for Indivuals and the resulting penalty. Pages 1 and 2 of the form, where the penalty is computed, is accesible from the Forms Menu under the label 5805.. Pages 3 and 4 of the form, where information is provided for using the Annualized Income Installment Method, is accessible from the Forms Menu under the label 5805-AI or by itemixing one of the 4 annualized installment lines on screen 4 of Form 5805.
•   Form 5805F added for figuring the Underpayment of Estimated Tax by Farmers and Fishhermen and the resulting penalty. This form is integrated with our Form 5805 so that Form 5805 is automatically used when you don't qualify to use Form 5805F. It is therefore accessible from the Forms Menu under the label 5805. Qualification for Form 5805F is determined on screen 3 of Form 5805 and, if qualified, the completed form is shown on screen 6 of Form 5805.
•   Official printouts revised to conform more precisely with the FTB forms and to print data in the formats preferred by the FTB. Among the most visible changes the aid in this effort are:
  •   Entries rounded on worksheets and itemized lists when you access them or make an entry on them. Since California requires that the printouts show whole numbers only, the cents part of any dollar entries are dropped. By rounding the entries as you make them, any rounding errors resulting from dropping pennies are eliminated.
  •   Reference to additional dependents revised for line 10 of Form 540. When more than 3 dependents are claimed (so that they do not fit in the space provided on the official Form 540), the reference to a supporting statement for dependents is now simply 'SEE ATTACHED' rather than a statement cross-reference number in order to conform with FTB specifications.
  •   Statement cross-reference format changed from the standard '(StmXXXXXXX)' to 'STMXXXXXXX' in order to conform with the FTB requirement for upper case letters and symbols like '(' or ')'.
  •   Dollar amounts shifted on certain printouts to ensure that all numbers are right-justified for most forms but are left-justified for Form 540, Schedule CA, Form 3514, and Form 5805, as specified by the FTB. Note that the FTB also requires that dollar amounts contain no commas nor decimal points except on payment vouchers .

Release 2022.01b differs from Release 2022.01a as follows:

•   Schedule X added for amended returns (California Explanation of Amended Return Changes). Reminder: You should created Schedule X only after your return is complete and filed so that it starts with the correct information from the return as filed.
•   Form 3519 added for filing an extension with a scannable voucher (Payment for Automatic Extension for Individuals).
•   Form 540-ES added for estimating tax next year's tax return and producing scannable vouchers (Estimated Tax for Indiduals).
•   Form 3506 revised:
  •   (a) Graphic printout revised so that decimal ratios on lines 7 and 9 of Part II of the form and lines 12 and 14 of the end-of-form Worksheet properly appear on the printout (rather than being blank). Calculations, draft printouts, and on-screen display were unaffected,)
  •   (b) Lines 19 and 20 revised in Part IV so that they are automatically calculated lines rather than data entry lines. They now show the amounts for lines 4 and 5 of Part III when qualified to use Part IV and line 16 is greater than zero.
  •   (c) Other refinements for printouts including expanding the date-of-birth entries from the mm/dd/yy format to the mm/dd/yyyy format and changing some wording on the form to more closely match the official FTB form.
•   Form 3532 revised only in correcting a label below line 5 to instruct you to enter 365 for a child who was born or died during the tax year (instead of 366).
•   Form 3805P revised:
  •   (a) Calculations on screen 1 revised to avert the double-counting of your entry for 'Taxable lump-sum on Fed. 4972' when computing 'Distributions early due to age.'
  •   (b) Line 10b corrected to reflect the current 12% tax rate instead of the former 10% tax rate.
  •   (d) Graphic printout revised for better conformance to the official FTB form.

Release 2022.01a differs from Release 2022.01 as follows:

•   Tax at line 31 of Form 540 corrected. The former computation of tax, whether by tax table or tax rate schedule, resulted in a higher tax than properly applies. The software has been corrected, HOWEVER, for any return prepared with Release 2022.01, you MUST change an entry on Form 540 AFTER installing this update in order to correct a previously-prepared return.
•   Some printouts revised to better conform with the look of official FTB forms as follows:
  •   Form 540, page 4: For graphic printouts only, an extra page label on the last line of the form has been removed. (Formerly, an erroneous page 5 label was printed on the right side of the form in addition to the correct page 4 label on the left side of the form.
  •   Schedule CA, page 1: For draft printouts only, the SSN heading near the top of the page has been changed from 'Social sec.no.' to "SSN or ITIN" to conform with the FTB form.
  •   Schedule CA, page 3: For all printouts, the numbers printed in column B and C of Schedule CA, line 27, are revised to show the subtractions and additions that are actually used on Form 540 lines 14 and 16, respectively, rather than the numbers resulting from literally following the FTB label for line 27 of Schedule CA. That is, when line 10(B) less line 26(B) results in a negative number, the number is not shown on line 27(B) but rather as an addition to the number in line 27(C). Similarly, when line 10(C) less line 26(C) results in a negative number, the number is not shown on line 27(C) but rather as an addition to the number in line 27(B). (The on-screen labels at line 27 are revised to make this clear. Calculations are not affected.)
  •   Schedule CA, page 5: For draft printouts only, a label for line 21 has been added to conform with the FTB form.
  •   Schedule D, page 2:
    •   For graphic printouts only, the labels (a) and (b) at line 9 have been changed to boldface a and b without parentheses.
    •   For draft printouts only, the label for line 9 has been expanded into 2 lines with a part a and a part b to conform with the FTB form..
  •   Form 3506, page 1: For draft printouts only, the checkbox in the second column has been removed because a complete label for columns after the first column cannot be prinbted (for technical reasons).