Get Ca Eo (568) 2023-2026

The CA EO (568) form is essential for reporting pass-through entity ownership in California. This guide provides a clear and structured approach to completing the form online, ensuring that users can navigate each section with ease.

Follow the steps to complete the CA EO (568) online.

1. Click ‘Get Form’ button to access the CA EO (568) document online.
2. In the section titled 'Taxable Year,' ensure the year is set to 2023, as this is the applicable tax year for your filing.
3. Provide your name as shown on your tax return, along with your California Secretary of State (SOS) file number and FEIN (Federal Employer Identification Number).
4. Move to Part I - Partial Ownership. List each entity in which you hold less than 100% ownership by entering the name of the entity in the designated fields. Fill in the required CA SOS file number and FEIN for each entity listed.
5. In Part I, also complete the 'Profit and Loss Percentage' fields. Indicate both your share of profits and losses for each entity, using the corresponding sections for each.
6. Proceed to Part II - Full Ownership. Here, list all disregarded entities where you hold full ownership (100%). Include their names, CA SOS file numbers, and FEINs as needed.
7. Once all sections are completed and reviewed, you can save your changes, download a copy, print the document, or share it as required.

Complete your CA EO (568) online today for a streamlined filing experience.