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Transmittal of Paperless Schedules K-1 (565 or 568) on CD or Portable USB/Flash Drive
Complete the following information and send it with your files. If this form does not accompany the media file or is not
complete, the K-1 files cannot be processed and will be returned to the sender. See FTB Pub. 1062, Guide for Filing
Paperless Schedules K-1 (565 or 568), for format specifications.
Taxable Year Beginning (mm/dd/yyyy) ____________________
Taxable Year Ending (mm/dd/yyyy)______________________
Original
Replacement
Amended K-1s
Short Period K-1s
Type of file:
Transmitter Information
Preparer Information (if other than transmitter)
Federal Employer Identification Number:
Name:
Name:
Address:
Address:
City, State, ZIP Code:
City, State, ZIP Code:
Phone Number:
Phone Number:
Type of Media File Submitted: Schedules K-1 (565)
Schedules K-1 (568)
Partnership or Limited Liability Company (LLC) Information
List names of partnerships or LLCs reported on your media file.
Partnership or LLC Name
FEIN
Number of K-1s
1
2
3
4
5
6
7
8
9
10
GRAND TOTAL OF K-1s =
0
Media Characteristics
Name and phone number of software provider:
CD or Portable USB/Flash Drive – See FTB Pub. 1062, Guide for Filing Paperless Schedules K-1 (565 or 568), for format specifications.
Yes
No
ZIP Files
Filename __________________________
Person to contact if we experience media problems:
Name: ___________________________________________________________________________________________________
Company: ________________________________________________________________________________________________
Address: _________________________________________________________________________________________________
Telephone: ______________________________________________
Ext. ___________________________________________
FAX : _______________________________________ Email address: ________________________________________________
FTB 3604 (REV 12-2014) SIDE 1