CA LLC/LLP Reporting Requirement

Applies To: California

Below are rules for reporting LLC’s and LLP’s in CA. There is a requirement for the Legal Responsible Officer to be reported as well.

Here is how you do the data entry for this in ISP.

  1. Enter the contribution from the LLC. Make sure the business type is “LLC” or “LLP”.
  2. Create a relationship to the person considered the Legal Responsible Officer. It’s best to use the relationship type “Employee/Employee of” for this, to keep it simple. Make sure the relationship is the Primary relationship (meaning, it has the little “Primary” indication in blue next to the relationship).

That’s it!

ISP will automatically pull this LLC/LLP contribution to your report as required. As of now, that means the Legal Responsible Officer will pull to the donor block for the LLC/LLP contribution on the PDF. On the e-File version of the report, it’ll pull as a text block containing the information indicating the LLC/LLP and Legal Responsible Officer link.

If you have any questions on how to do the data entry on this, please contact!