You can fill out California Form 3805Z online using FormsPal’s free PDF editor. The tool runs in your browser and requires no downloads or software installation. Follow the steps below:
Step 1: Click the “Get Form” button at the top of this page to open the editor.
Step 2: Enter your taxpayer identification, the name of your Enterprise Zone, and your business information at the top of the form. Double-check the EZ name, since credits are specific to each zone.
Step 3: Complete Part I (hiring credits from Schedule Z), Part II (business expense deduction), Part III (net interest deduction), and Part IV (EZ income allocation). Fill in only the parts that apply to your business. Pay close attention to the business expense fields in Part II, as this is the area where taxpayers most often make mistakes.
Step 4: Fill in Schedule Z to compute your credit limitations. Enter credit amounts, prior year carryovers, and any credits assigned from FTB forms in the correct columns. If you are an S corporation, complete the S corporation credit columns before calculating your totals.
Step 5: Review Part IV credit totals and the carryover summary at the bottom of Schedule Z. Verify the total credit carryover amount before moving on.
Step 6: When all sections are correct, click “Done.” Download, print, or save the completed Form 3805Z to your FormsPal account. Your information is kept private and is not shared with third parties.
Related California Tax Forms
Taxpayers who file California Form 3805Z may also need to complete these related state forms:
- California Form 540-V for Individual Income Tax payments to the FTB
- California Form FTB 626 for transferring Enterprise Zone, LAMBRA, or MEA credits
- California Form 540 Schedule P for Alternative Minimum Tax and credit limitation calculations