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

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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)

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