Installation Instructions For California Franchise Tax Board'S K-1 Testware printable pdf download

Installation Instructions for

California Franchise Tax Board’s

K-1 TestWare

Background

Installation Instructions

K-1 TestWare is a PC-based software program we

K-1 TestWare will operate on the Microsoft Windows

developed to help you successfully submit Schedule K-1

operating systems, including Windows 95, 98, 2000, NT,

information on CD or diskette. It allows you to identify

ME, and XP. To install K-1 Testware:

and correct errors before you submit your Schedule K-1

1. Download the K-1 TestWare from our Website:

information to us for processing.

K-1 TestWare contains two components, K-1 Verify and

2. Double-click the K-1 icon to install all seven

K-1 Convert, and samples of how your files should look

TestWare components:

•

when they pass or fail these components. K-1 TestWare

Readme.exe

•

performs data integrity checks only; it does not perform or

Convert.exe

•

verify any calculations.

Verify.exe

•

Four sample data sets

Benefits of Using K-1 TestWare

3. Open Readme.exe for instructions on using K-1

Convert and K-1 Verfy

The primary benefit of using K-1 TestWare is the

assurance that your Schedule K-1 information is properly

FTB Pub. 1062

formatted for our system. This enables the most efficient

and accurate processing of your information.

You can find additional information regarding

filing paperless Schedules K-1 (565 or 568) in our Guide

An example of the K-1 Edit Report is located on the last

for Filing Paperless Schedules K-1 (565 or 568), FTB

page of the Guide for Filing Paperless Schedules K-1 (565

Pub. 1062. This guide is available on our Website at

or 568), FTB Pub. 1062. Additionally, Sections 6 and 7

will help you identify what and where the error is.

Limit of Liability

Please use K-1 TestWare whenever you submit files on

CDs or diskettes. If you currently send cartridges, we

The Franchise Tax Board makes no warranties of any

recommend that you download or copy sample data files

kind, either express or implied, with respect to the K-1

onto your PC for testing purposes. This allows you to

TestWare. In no event shall the Franchise Tax Board be

benefit from the K-1 TestWare as well.

liable for any damages arising from or related to the use of

this K-1 TestWare.

K-1 Convert

Assistance

The K-1 Convert program expands your files from a

delimited format to a standard fixed length format. K-1

If you have questions regarding K-1 TestWare, contact the

Convert also reformats spreadsheets, allowing your

e-Programs Customer Service Unit at (916) 845-0353,

records to process accurately when you use the K-1 Verify

between 8 a.m. and 5 p.m.

edit program.

K-1 Verify

The K-1 Verify program edits header, detail, and trailer

Thank You

records to ensure the fields are the correct length and

For your participation in FTB’s

position. When your files pass the K-1 Verify program

Paperless Schedules K-1 (565 or 568) Program

edits, send only your production files via CD or diskette to

us. Do not submit test files.

FTB 1334 (REV 02-2004)

Installation Instructions For California Franchise Tax Board'S K-1 Testware

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