Form FTB3805Z "Enterprise Zone Deduction and Credit Summary" - California

What Is Form FTB3805Z?

This is a legal form that was released by the California Franchise Tax Board - a government authority operating within California. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on January 1, 2017;
  • The latest edition provided by the California Franchise Tax Board;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a printable version of Form FTB3805Z by clicking the link below or browse more documents and templates provided by the California Franchise Tax Board.

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Download Form FTB3805Z "Enterprise Zone Deduction and Credit Summary" - California

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Enterprise Zone
TAXABLE YEAR
CALIFORNIA FORM
2017
3805Z
Deduction and Credit Summary
Attach to your California tax return.
Name(s) as shown on your California tax return
SSN or ITIN
CA Corporation no.
FEIN
California Secretary of State file number
A. Check the appropriate box for your entity type:
Individual
Estate
Trust
C corporation
S corporation
Partnership
Exempt organization
Limited liability company
Limited liability partnership
B. Enter the name of the Enterprise Zone (EZ) business: __________________________________________________________________________________
C. Enter the address (actual location) where the EZ business is conducted:
____________________________________________________________________________________________________________________________
D. Enter the name of the EZ in which the business and/or investment activity is located:
____________________________________________________________________________________________________________________________
E. Enter the Principal Business Activity Code of the EZ Business . For Long Beach EZ, enter SIC code, see instructions . . . . . . . . .
______________________
F. Total number of employees in the EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________________
G. Number of employees included in the computation of the hiring credit, if claimed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________________
H. Gross annual receipts of the business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________________
I. Total asset value of the business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________________
Part I Credits and Recapture (Complete Schedule Z on Side 2 before you complete this part .)
1 Hiring and sales or use tax credits claimed on the current year return:
a Hiring credit from Schedule Z, line 8A, column (g) or line 10, column (f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a______________________
b Hiring credit recapture from Worksheet IA, Section B, line 2, column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. .
1b______________________
c Sales or use tax credit carryover from Schedule Z, line 9A, column (g) or line 11, column (f) . . . . . . . . . . . . . . . . . . . . .
1c______________________
d Add line 1a and line 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d______________________
Part II Portion of Business Attributable to the Enterprise Zone. See instructions .
2 Enter the average apportionment percentage of your EZ business from Worksheet II, Section A, line 4 . . . . . . . . . . . . . . . . .
2 ______________________
Part III Net Operating Loss (NOL) Carryover and Deduction. See instructions .
3 a Enter the EZ NOL carryover from prior years from Worksheet III, line 26, column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a______________________
b Enter the total EZ NOL deduction used in the current year from Worksheet III, line 26,
column (c) . Enter this amount on Schedule CA (540 or 540NR), line 21e, column B; Form 100, line 20;
Form 100W, line 20; Form 100S, line 18; or Form 109, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b______________________
c Enter the EZ NOL carryover to future years from Worksheet III, line 26, column (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3c______________________
FTB 3805Z 2017 Side 1
7541173
For Privacy Notice, get FTB 1131 ENG/SP.
Enterprise Zone
TAXABLE YEAR
CALIFORNIA FORM
2017
3805Z
Deduction and Credit Summary
Attach to your California tax return.
Name(s) as shown on your California tax return
SSN or ITIN
CA Corporation no.
FEIN
California Secretary of State file number
A. Check the appropriate box for your entity type:
Individual
Estate
Trust
C corporation
S corporation
Partnership
Exempt organization
Limited liability company
Limited liability partnership
B. Enter the name of the Enterprise Zone (EZ) business: __________________________________________________________________________________
C. Enter the address (actual location) where the EZ business is conducted:
____________________________________________________________________________________________________________________________
D. Enter the name of the EZ in which the business and/or investment activity is located:
____________________________________________________________________________________________________________________________
E. Enter the Principal Business Activity Code of the EZ Business . For Long Beach EZ, enter SIC code, see instructions . . . . . . . . .
______________________
F. Total number of employees in the EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________________
G. Number of employees included in the computation of the hiring credit, if claimed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________________
H. Gross annual receipts of the business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________________
I. Total asset value of the business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________________
Part I Credits and Recapture (Complete Schedule Z on Side 2 before you complete this part .)
1 Hiring and sales or use tax credits claimed on the current year return:
a Hiring credit from Schedule Z, line 8A, column (g) or line 10, column (f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a______________________
b Hiring credit recapture from Worksheet IA, Section B, line 2, column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. .
1b______________________
c Sales or use tax credit carryover from Schedule Z, line 9A, column (g) or line 11, column (f) . . . . . . . . . . . . . . . . . . . . .
1c______________________
d Add line 1a and line 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d______________________
Part II Portion of Business Attributable to the Enterprise Zone. See instructions .
2 Enter the average apportionment percentage of your EZ business from Worksheet II, Section A, line 4 . . . . . . . . . . . . . . . . .
2 ______________________
Part III Net Operating Loss (NOL) Carryover and Deduction. See instructions .
3 a Enter the EZ NOL carryover from prior years from Worksheet III, line 26, column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a______________________
b Enter the total EZ NOL deduction used in the current year from Worksheet III, line 26,
column (c) . Enter this amount on Schedule CA (540 or 540NR), line 21e, column B; Form 100, line 20;
Form 100W, line 20; Form 100S, line 18; or Form 109, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b______________________
c Enter the EZ NOL carryover to future years from Worksheet III, line 26, column (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3c______________________
FTB 3805Z 2017 Side 1
7541173
For Privacy Notice, get FTB 1131 ENG/SP.
Schedule Z Computation of Credit Limitations – Enterprise Zones
Part I Computation of Credit Limitations. See instructions .
1 Trade or business income . Individuals: Enter the amount from the Worksheet II, Section B, line 14, column (c)
on this line and on line 3 (skip line 2) . See instructions . Corporations filing a combined report, enter the
taxpayer’s business income apportioned to California . See instructions for form FTB 3805Z, Part II . . . . . . . . . . . . . . . . .
1
2 Corporations: Enter the average apportionment percentage from Worksheet II, Section A, line 4 . See instructions . . . . . . .
2
3 Multiply line 1 by line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
4 Enter the EZ NOL deduction from Worksheet III, line 26, column (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
5 EZ taxable income . Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
6 a Compute the amount of tax due using the amount on line 5 .
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6a
b Enter the amount of tax from Form 540, line 35; Long Form 540NR, line 42;
Form 541, line 21; Form 100, line 23; Form 100W, line 23; Form 100S, line 21;
or Form 109, line 10 . Corporations and S corporations, see instructions . . . . . . . . . . . . . 6b
7 Enter the smaller of line 6a or line 6b . This is the limitation based on the EZ business income .
Go to Part II, Part III, or Part IV . See instructions
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
Part II Limitation of Credits for Corporations, Individuals, Estates, and Trusts. See instructions .
(a)
(b)
(c)
(d)
(e)
(f)
(g)
(h)
Credit
Credit
Total
Total credit
Total credit
Limitation
Credit used on
Total credit
name
amount
prior year
assigned from
sum of col . (b)
based on
Sch . P
carryover
carryover
form FTB 3544,
plus col . (c),
EZ business
Can never be
col . (e) minus
col . (g)
minus col . (d)
income
greater than col . (e)
col . (f)
or col . (f)
A
8 Hiring credit
B
A
9 Sales or use
tax credit
B
carryover
Part III Limitation of Credits for S corporations Only. See instructions .
(a)
(b)
(c)
(d)
(e)
(f)
(g)
Credit
Credit
S corporation
Total
Total credit
Credit used
Carryover
name
amount
credit col . (b)
prior year
col . (c)
this year by
col . (e) minus
multiplied by 1/3
carryover
plus col . (d)
S corporation
col . (f)
10
Hiring
credit
11
Sales or use
tax credit
carryover
Part IV Limitation of Credits for Corporations and S Corporations Subject to Paying Only the Minimum Franchise Tax. See instructions .
(a)
(b)
(c)
(d)
(e)
Credit
Credit
Total prior
Total credit assigned
Total credit carryover
name
amount
year carryover
from form FTB 3544,
sum of col . (b) plus
col . (g)
col . (c), minus col . (d)
12 Hiring credit
13 Sales or use
tax credit carryover
Refer to page 4 for information on how to claim deductions and credits .
Side 2 FTB 3805Z 2017
7542173
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