Copyright: 1996 by County Software


Quick Help Contents

Overview

Introducing Forms571

Clients and Locations

Creating a 571 Form

Selecting a Form

Printing Forms

Ordering Forms571

Menu Commands

File Menu

Edit Menu

Tools Menu

Window Menu

Help Menu

State Instructions

571L Instructions

571F Instructions

571A Instructions

Frequently Asked Questions FAQS

Installation and Setup

Printers

Miscellaneous


Contact Us

You can contact us by phone, fax, email or snail mail at :

County Software 6632 Kalua Road Boulder, CO  80301

Sales and Information Phone:(303) 530-4983

FAX:(541) 957-9148

Email: support@countysoftware.com.

Technical Support Phone: (303) 530-4983

See also: Technical Support


Introducing Forms571

Forms571 organizes and manages business property information and generates the Business Property Statement forms 571 L, F and A . You enter the newly acquired or disposed of property for the tax year and it is automatically combined with data from previous years and printed on the forms in the appropriate columns.

The forms generated by Forms571 are approved by the State Board of Equalization and are accepted as an attachment to any of the 58 individual County Assessor's (the local filing agency) forms.

California law requires businesses each year to file a Business or Agricultural Property Statement. The statement is a declaration of cost and other related information pertaining to all property owned by the business as of 12:01 AM on January 1st of each year. The forms 571-L and 571-A require property to be listed according to the year it was acquired and for as far back as 21 years. Every year data from the previous tax form must be hand-copied or “rolled forward” to the current tax form and filed along with any new acquisitions for the current year. Each year as a business grows, acquiring additional property, the reporting requirements become more and more time-consuming and tedious.


System Requirements

Forms571 will run on computers any Windows operating system.  However VISTA and WINDOWS 7 or later users please note Microsoft is no longer supporting standard Windows help files on the these operating systems.  For these users we provide a web version of our help file on our website at www.countysoftware.com.

Minimums:

133 MHz Pentium CPU

32MB RAM

10MB free disk space (this depends on the number of forms you handle)

800 x 600 or larger Desktop Area

Forms571 is compatible with most laser or ink-jet printers.  Please review our Printer FAQ for details on specific requirements for certain specific types of printers.


Technical Support
County Software Technical Support Policy

Effective January 1, 2020

Free Online Support

We provide unlimited online support at no charge.  Email us at support@countysoftware.com or visit us at our website www.countysoftware.com.

Phone Support

Although email is the quickest way to receive support, phone support is available by calling (303) 530-4983.  Please leave a detailed message.  It is very important for you to talk slowly and include your company name, your name and your phone number.  You will receive a response before the close of business the next day.

Data Recovery/Repair Services

We charge a flat fee of $65 per repair which covers time, media and postage when necessary. Your file(s) will be returned within 3 business days from the time we receive them in our office.

Merge Data Services

We charge a flat fee of $65 per merge no matter how many sets of data files are merged. Your file(s) will be returned within 3 business days from the time we receive them in our office.


Software Licensing Agreement
Forms571 Software Licensing Agreement

County Software - Forms571 Software Licensing Agreement

LICENSE. The Forms571 Software ("the Software") accompanying this Licensing Agreement is for the trial version of the Software.   The trial version of the Software, whether on compact disc or on any other media, and the related Documentation are licensed to you by County Software ("CS"). This license allows and encourages you to distribute the trial version of the Software freely to any location and to install the trial version of the Software on as many computer systems as you wish.

If you decide to purchase the Software this License allows you to install and use the Software on as many computers and by as many users at a single location as you wish.  The Software is licensed on an annual basis.  If you purchase the software, this license grants you the right to any enhancement or update to the Software and Documentation for the year in which you purchased the software.  Future year’s enhancements and updates may be obtained by you at CS’s then-current standard pricing, terms, and conditions.

RESTRICTIONS. You may not copy the licensed Software for purposes of distribution to other locations. You may continue to freely distribute the trial version of the Software to other locations.

You may only copy the licensed Software for backup or archival purposes. Any such copy made by you shall be subject to this Agreement and shall contain all of CS’s notices regarding copyrights, trademarks and other proprietary rights as contained in the Software originally provided to you. The Software is protected by the copyright laws of the United States and international copyright treaties. You acknowledge that the Software in source code form remains a confidential trade secret of CS and/or its suppliers and therefore you agree not to attempt to decipher, decompile, disassemble or reverse engineer the Software or allow others to do so, except to the extent applicable laws specifically prohibit such restriction. You further agree not to modify or create derivative works of the Software.

TITLE. Title, ownership rights, and intellectual property rights in and to the Software and Documentation shall remain in CS and/or its suppliers. This Agreement does not include the right to sublicense the Software and is personal to you and therefore may not be assigned (by operation of law or otherwise) or transferred without the prior written consent of CS.

TERMINATION. Either party may terminate this Agreement immediately in the event of default by the other party. Upon any termination of this Agreement, you shall immediately discontinue the use of the Software and shall within ten (10) days return to CS all copies of the Software and Documentation. You may also terminate this Agreement at any time by destroying the Software and Documentation and all copies thereof.

EXPORT CONTROLS. You acknowledge that the laws and regulations of the United States restrict the export and re-export of the Software. You agree that you will not export or re-export the Software or media in any form without the appropriate United States and foreign government approval.

DISCLAIMER OF WARRANTY. You expressly acknowledge and agree that use of the CS Software is at your sole risk. The Software and related documentation are provided on an "AS IS" basis, without warranty of any kind, including without limitation the warranties of merchantability, fitness for a particular purpose and non-infringement. The entire risk as to the quality and performance of the Software is borne by you. Should the Software prove defective, you and not CS assume the entire cost of any service and repair. This disclaimer of warranty constitutes an essential part of the agreement.

SOME STATES DO NOT ALLOW EXCLUSIONS OF AN IMPLIED WARRANTY, SO THIS DISCLAIMER MAY NOT APPLY TO YOU AND YOU MAY HAVE OTHER LEGAL RIGHTS THAT VARY FROM STATE TO STATE OR BY JURISDICTION.

LIMITATION OF LIABILITY. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY, TORT, CONTRACT, OR OTHERWISE, SHALL CS OR ITS SUPPLIERS OR RESELLERS BE LIABLE TO YOU OR ANY OTHER PERSON FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY CHARACTER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF GOODWILL, WORK STOPPAGE, COMPUTER FAILURE OR MALFUNCTION, OR ANY AND ALL OTHER COMMERCIAL DAMAGES OR LOSSES. IN NO EVENT WILL CS BE LIABLE FOR ANY DAMAGES IN EXCESS OF CS'S LIST PRICE FOR A LICENSE TO THE SOFTWARE, EVEN IF CS SHALL HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGES, OR FOR ANY CLAIM BY ANY OTHER PARTY.

GENERAL.  You acknowledge that you have read this Agreement, understand it, and agree to be bound by its terms and conditions.  You further agree that it is the complete and exclusive statement of the agreement between CS and you which supersedes any proposal or prior agreement, oral or written, and any other communication between CS and you relating to the subject matter of the Agreement.  This agreement shall be governed by California law except as to copyright matters which are covered by Federal law.  This Agreement is deemed entered into in at Santa Barbara, California by both parties.  Should any provision of this agreement be declared unenforceable in any jurisdiction, then such provision shall be deemed severable from this Agreement and shall not effect the remainder hereof.  All rights in the Software not specifically granted in this Agreement are reserved by CS.

County Software

6632 Kalua Road

Boulder, CO  80301

(303) 530-4983


Submit County's Original Page 1

Submit the County's Original Page 1 with Forms571 Output as an Attachment

Some counties will only accept forms generated by this software as an attachment to the original 571 form that they mail out.  You must sign page 1 of the county's form and attach the forms generate by this software to it.

The counties are inconsistent in applying this rule.  It is possible for an individual within a county to reject the forms even if you have submitted them without the counties original in the past.

You must notify anyone you are sharing this copy of the software with of this requirement.

County Software will not be responsible for any 571 form that is rejected by a county if you have not submitted our forms as an attachment along with the signed original sent by the county.

However, if you have followed this procedure and your forms are rejected, call us immediately.  We will contact the county in question and resolve the matter.  If  the county refuses to accept our forms as an attachment we will refund your purchase price or your upgrade fee whichever is applicable for the tax year in question.


Sharing Data Files

You can share Forms571 files among multiple users within the same office.

Follow these steps.

Step 1

Decide which computer or network drive will host the shared Forms571 files.

Step 2

If you have already installed Forms571 on your system and you want to share the data file then proceed to step 3 below. If you are installing Forms571 for the first time, run setup.exe on the computer that will be sharing or hosting the  Forms571 data files. When prompted, choose generate to create a new empty set of data files.

Step 3

Decide which workstations will access the shared Forms571 data and install the Forms571 program using the same setup.exe on each of the workstations.  This time be sure to locate the same folder containing the data files that you generated in step 2 above.

Step 4

Create a shortcut for Forms571 by right-clicking on your desktop and selecting New - Shortcut.   Browse to locate the folder on your workstation that you installed to in step 3 above.

For more detailed instructions please see our website topic How can I change my current setup of Forms571 to share data files on a network drive? here: www.countysoftware.com/faqs.htm#q21


Annual program updates

Installing Annual Updates

Forms571 is licensed for one year at a time and a new version of Forms571 is released annually. Each year we update the program to conform with the changes made by the state of California.  This new version must be installed to bring your current program into compliance with any Business Property Tax Form 571 changes required by the state. The task of rolling forward data from the 571 forms you generated the prior year is handled automatically after you begin using the new release.

Toward the end of each year you will receive an invoice for the annual renewal. At the same time the new version will be available for download from our website.  Upon receipt of payment we will send you a new license key either by email, fax or snail mail (your choice).  If you also choose to purchase the optional CD-ROM it will begin shipping the first part of January.


Backing up Program Files

Backing up the Forms571 program files is optional because you can always reinstall the program from the CD that has been sent to you.  However, it may be more convenient to restore from a backup by copying all of the files in the \forms571 folder including all of the subfolders.

To back up only the program files, copy only the files in the \forms571 folder, exclude the subfolders.  This will require at least 5MB of space on your backup media so make sure you are copying the files to a media source that has that amount of space available.


Backing up Data Files

There is not a separate backup utility included in the Forms571 program.  Use Windows Explorer, "My Computer"  or the utility or method suggested by your network administrator or help desk.

The client data files which should be backed up are in the  \forms571\dbf  folder.  The subfolder in this directory called \empty does not change and does not need to be backed up.  If space on your backup media is limited do not copy the \empty subfolder.

Backing up the data files is an "all or nothing" task.  You can not backup the data for one client only, you must backup the files which contain the data for all clients existing in the database at the time the backup is done.

You can copy these files to a floppy (even if it spans more than one disk) or another media such as another hard drive, a zip dive or a CD-Recordable drive.


Clients and Locations

Forms571 makes a distinction between clients and locations.  It maintains a single record that contains information that is unique to a client, such as the owners name and the clients FEIN.  See Adding a Client for information on how to add a client to your database.

A client has one or more locations.  Each location has its own 571.  Forms571 stores information about each location separately and shares the client information among the locations.  This means you only have to enter information about a client one time when you add them to your database.  From then on it uses that information to print forms for each of the clients locations.

[Note: all locations entered for a single client must share the same tax identification number; either the federal employer identification number (FEIN) or a social security number (SSN).]

For instance, ABC Widgets maintains an office at 123 State Street in Santa Barbara, California.  They have property locations there, in Goleta and in Carpinteria.  The user would enter the information for their State Street location one time and Forms571 would use it to print the statements for that location, the one in Goleta and the one in Carpinteria.  It would not have to be entered for each location.

See also: Selecting a Form


Company Information

Company Name, License Key and Office Name are displayed here but are entered when the program is licensed and cannot be updated here.  See Licensing Forms571 for more information.

The address information (Address 1 and 2, City, State, Zip) are printed on the optional cover letters and on the error logs that would be printed if a program error is encounted.

Program Options Box 1 - if this box is checked the preparer name will NOT print on the 571 forms.

Program Options Box 2 - if this box is checked, letters will print in UPPER case.

Program Options Box 3 - if this box is checked, the company name and address information will not print at the top of the letters.  Check this box if you are using pre-printed letterhead paper.

If the box at the very bottom of the page which reads; If this box is checked, Page 1 Warning was turned off by user on: mm/dd/yyyy, is checked then the page 1 warning was turned off on the date given.


County Assessors

The county assessor database contains specific information such as the assessor's name, title, address, due dates and more. This information prints at the top of the first page of the 571 form.

The California State Board of Equalization has a web page that lists all of the county assessor names and addresses.

To access the Forms571 county assessor database select Tools - County Assessors from the main menu to bring up the County Information window.

The County List tab on the County Information window allows you to browse a list of the county assessors.

To adit or delete from the list, first select the assessor you wish to edit or deleted by scrolling in the list, then click on the Edit tab across from the County List tab.

To add a new county assessor, click on the Edit tab and then on the New Record button on the right side of the window.

To preview and then print a report listing the county assessors in the database click on the Report button near the top right of the window.

The county assessor file is loaded upon the original installation of Forms571.  However, because you are free to update the county assessor file as you deem necessary throughout the year, this file is NOT updated each year as are the other Forms571 program files.

[However: If you delete the file named county.dbf contained in your program directory it will be regenerated from the latest copy the next time you enter the program.]


Tax Preparers

The tax preparer database holds information about the tax preparers in your office such as; name, title, address,taxid and phone number.  This information prints at the bottom of the first page of the 571 form.

To access the Forms571 tax preparer database select Tools - Tax Preparers from the main menu to bring up the Preparer Information window.

The Preparer List tab on the Preparer Information window allows you to browse a list of the tax preparers that have been entered for your office.

To adit or delete from the list, first select the preparer you wish to edit or deleted by scrolling in the list, then click on the Edit tab across from the Preparer List tab.

To add a new tax preparer, click on the Edit tab and then on the New Record button on the right side of the window.


Tax Form Years

Changing the tax form year allows you to reprint forms for previous tax years.

Highlight the appropriate year and click the 'Set Tax Year' button.

See Also: Printing Prior Year Forms


Adding a Client

Choose File - Client from the main menu to bring up the Client List window

Click on the Add button on the right side of the window.

You must first enter the client's Federal Employer Tax Identification number or FEIN.

After you have entered the FEIN click the OK button to bring up the new Client window.   All of the information pertaining to this client is entered here.

After you add the client, the system automatically creates the first location for the new client, assigns the location the same address as the client, and opens a form for the location.


Creating a 571 Form

To create a 571 form for your client, you must first select or add a new client from the Client List window by choosing File - Client from the main menu.

When you add a client, the system automatically creates the first location for the new client, assigns the location the same address as the client, and opens a form for the location.

To add another location for a client, open the Location List window by clicking on the Locations button on the Client List window or choose File - Location from the main menu.

From the Location List window click on the Add button.  A client can have more than one location and each location can have only one form.

See also: Clients and Locations  ,  Selecting a Form


Selecting a Form

To select and open a form you must first choose a client and then a location.

Selecting a Client

Choose File - Client from the main menu to bring up the Client List window for making your selection.

Selecting a Location

A location can be selected in two ways;

Either Choose File - Location from the main menu or Click on the Locations button on the Client List window to bring up the Location List window.

Selecting a Form

Once the location is selected or highlighted clicking on the 571 button will open the associated form.


Printing Forms

Choose File - Print from the main menu.  If the Print option is disabled (grey or dim) you must first select a form to print.

You may also select the Print button on the Location List window.

Print Selection

From the Print Selection window you choose the pages, schedules or attachments to print or preview before sending to the printer.

If you have not entered any information into the selected form for a particular page, schedule or attachment, it will be disabled - shown in grey.

Click on Complete Form to print all pages, schedules or attachments for which you have entered data.  Forms571 will clear the check boxes you selected after printing.

Print a blank 571 form by checking the Print Blank Form box after you've made your print selections.

Selections are also available for printing cover letters.

See Also: Printing to a PDF file , Printing Prior Year Forms , Printing Cover Letters


Printing Prior Year Forms

Choose Tools - Select a Tax Form Year from the menu.  Highlight the year you wish to reprint and click the 'Set Tax Year' button.

Now you may navigate to your selected Client - Location and print.

Please remember to set the tax form year back to the most current year.

See Also: Printing Forms


Printing to a PDF file

 In order to print to a PDF file you will have to install PDF software and set the PDF software driver as your default printer. One product that is very affordable and easy to use is PDF995. We use *PDF995 in our office.

Please refer to the PDF995 software website (or the website for the PDF software of your choice) for instructions on how to print multiple documents to a single PDF file. This is necessary because each page of the 571 form will print as a separate document to your printer or PDF driver.

* We do not sell or support PDF995 software or any other PDF software.


Printing Cover Letters

Printing a Cover Letter

Step 1

Select the form you wish to print a cover letter for.

Step 2

Open the Print Selection window.

Step 3

Check the boxes Print Cover Letter and Override Letter Defaults.

Step 4

Click the Print or Preview button.

The Override Letter Defaults window is displayed for you to make changes in the Salutation, the Letter Date and the Letter Text fields.

Step 5

After making your changes, click the Continue button.  Your cover letter with your changes will either be displayed in the preview window or printed to the printer.


File Menu
File Menu Options

Client

Displays the Client List Window.

Location

Displays the Location List Window for the currently selected Client.

Close

Closes the active window.

Close All

Closes all active windows.

Print

Displays the Print dialog box from which you can print forms and schedules.  See Printing Forms for more information.

Print Multiple Forms/Print County Extension Request Letter

Displays the Batch Printing dialog box from which you can select print multiple forms and schedules.  See Printing Forms for more information.

Print Setup

Displays the Windows Print Setup dialog box for changing your print options at the system level.

Exit

Closes the Forms571 program.


Client List Window

The Client List window displays the list of your company's clients and offers a series of push buttons.  The following paragraphs describe each button.  If the list is empty, some of the buttons will be gray or dim, indicating they are disabled.

LOCATIONS

Click this button to bring up the Location List window that shows the list of locations for the client you have highlighted.  You can also double-click on a client to bring up the list of their locations.

EDIT

This option displays the Client Edit Window where you can change the information about a client that is common to all of the locations for that specific client.  This information includes the owner name, FEIN, and full legal name.

ADD

You can add another client to your system by choosing this option.  The system will prompt you for the new clients FEIN.  It will not let you proceed until you enter a valid FEIN.   See Client Edit Window for more information about adding a client.

PRINT

Use this option to print a list of clients.

DELETE

Use this option to delete a client.

CLOSE

Use this option to close the list of clients.


Client Edit Window

This window contains information about a client that is common to all of the clients locations.  The system verifies that you entered a valid FEIN  for the client and will not let you change the current one if the new one is not correct.

If you select Other for Ownership Type, the system will display a text box where you can enter a description.


Location List Window

571

Click this button to open a form for the location you have highlighted on the screen.  You can also double-click on the street address that is highlighted.

PRINT

Select and print forms and letters for the highlighted location.

INFO

Brings up a form for entering the following: Date Work Came In, Date Work Was Assigned, Person Work Was Assigned To and Date Work Was Completed for the highlighted location.

ADD

Add a new location.  Forms571 will prompt you to enter a street address for the new location and then display a new blank form.

DELETE

Delete a location.  All of the information you have entered for a location will be permanently removed from the database.

CLOSE

Use this option to close the list of locations.


Edit Menu
Edit Menu Options

Undo

Reverses the last action.

Redo

Repeats the last action.

Cut

Removes the current selection.

Copy

Copies the current selection.

Paste

Inserts the last copied selection.

Clear

Clears the current selection.


Tools Menu
Tools Menu Options

Company Information

This option allows you to add and make changes to your company address, phone and fax.  It also allows you to customize various program options.

County Assessors

This option allows you to add and make changes to the county database that is provided with Forms571.  The county database contains specific information such as the assessor's name, title, address, due dates and more.  This information prints at the top of the first page of the 571 form.  See also: County Assessors

Tax Preparers

This option allows you to add and make changes to the tax preparer database.  The tax preparer database holds information that you enter about the tax preparers in your office such as; name, title, address,taxid and phone number.  This information prints at the bottom of the first page of the 571 form. See also: Tax Preparers

Select a Tax Form Year

This option allows you to reprint prior year forms back to Form Year 2010 (tax year 2009).  There was a major change made in the forms in 2010.  In order to print forms prior to 2010 you have to load a copy of the 2009 or earlier version of the progam.

Validate Data Files

Select this option to validate your data files after an unexpected program termination or if you suspect any problem at all.  The program will analyze the files and attempt to repair any damage that may have occurred.

If the data files cannot be repaired using this option it may be necessary for you to restore the files from your most recent backup.

Clear Log File

All unexpected errors that occur during the execution of Forms571 are logged.  If you select the print button an Error Report will be printed and the log will be cleared.  Please mail or fax the Error Report to County Software.

If there have not been any errors since the program was installed or since last time the log was cleared, this file will be empty.

Print Order Form

Choose this option to print an order form that you can use to purchase your copy of Forms571. See Printing an Order Form for more information.


Printing an Order Form

You can print the Forms571 order form by choosing Tools - Print Order Form from the main menu.  Licensing the software will allow you to print the 571 forms without the word "DEMO" on them.

You can phone, fax, email or snail mail the order form to:

County Software 6632 Kalua Road Boulder, CO  80301

Phone: (303) 530-4983

FAX:(541) 957-9148

Email us at support@countysoftware.com.


Window Menu
Window Menu Options

Arrange All

Resizes all open windows to fit on the desktop.

Cycle

Transfers control to the next window on the desktop if more than one window is open.

List of open windows

Lists of all open window titles.  If any client location windows are open, the owner name, DBA and location address will display in this list. A check mark is placed next to the active window.


Help Menu
Help Menu Options

Help

Opens the Help file.

License Information

Displays a window that allows you to enter your company name and the license key you received from County Software when you registered your copy of the software. See Licensing Forms571 for further details.

About Forms571

Displays program information about Forms571.


Licensing Forms571

The Help - License Information menu option displays your company name and Forms571 license key.  The trial version of the software acts virtually the same as the licensed version.  The only difference is the word "DEMO" is printed on the forms.

You can fully enable your copy of Forms571 by printing a copy of the order form and contacting County Software according to the instructions on the form.  See Printing an Order Form.  You may also order online from our website at www.countysoftware.com

The company name and license number are directly related:  once you register the software you should not change either field.  If the company name and license number do not match, the behavior of the software will revert back to the trial version until the registered company name and license key are reentered.

To change your company name and receive an updated license key, please call our office at (303) 530-4983 or log onto our website at www.countysoftware.com and follow the links for changing your licensed company name.

If you have problems with your license key;

1) Verify that your company name is entered EXACTLY as it shown in your license key document.

2) Check the office field.  This field should usually be empty unless your company has a multiple location license.  The separate office name would be included on your license key if it is appicable.  If you are in doubt please contact us.

3) Verify that your license key is entered EXACTLY as it shown in your license key document.  The first part of license key contains the number zero [0] not the letter "o".


Valid FEIN
Valid Federal Employer Identification Number

A valid Federal Employer Identification Number (FEIN) has the form ##-####### or ###-##-####.  Forms571 will not accept one as input unless it uses this convention.


Tracking Work Flow


Instructions - 571L -  List of Topics

  Instructions - List of Topics

Overview

Header

Part I

Part II

Part III

Schedule A

Schedule B

Footer


Instructions - 571L -  Overview

  Instructions - Overview

BOE-571-L (P4) REV. 26 (05-20)

OFFICIAL REQUEST

California law prescribes a yearly ad valorem tax based on property as it exists at 12:01 a.m. on January 1 (tax lien date). This form constitutes an official request that you declare all assessable business property situated in this county which you owned, claimed, possessed, controlled, or managed on the tax lien date, and that you sign (under penalty of perjury) and return the statement to the Assessor's Office by the date cited on the face of the form as required by law. Failure to file the statement during the time provided in section 441 of the Revenue and Taxation Code will compel the Assessor to estimate the value of your property from other information in the Assessor's possession and add a penalty of 10 percent of the assessed value as required by section 463 of the Code.

If you own taxable personal property in any other county whose aggregate cost is $100,000 or more for any assessment year, you must file a property statement with the Assessor of that county whether or not you are requested to do so. Any person not otherwise required to file a statement shall do so upon request of the Assessor regardless of aggregate cost of property. The Assessor of the county will supply you with a form upon request.

Except for the "DECLARATION BY ASSESSEE" section, you may furnish attachments in lieu of entering the information on this property statement. However, such attachments must contain all the information requested by the statement and these instructions. The attachments must be in a format acceptable to the Assessor, and the property statement must contain appropriate references to the attachments and must be properly signed. In all instances, you must return the original BOE-571-L.

THIS STATEMENT IS SUBJECT TO AUDIT.

THIS STATEMENT IS NOT A PUBLIC DOCUMENT.  THE INFORMATION DECLARED WILL BE HELD SECRET BY THE ASSESSOR.

IF ANY SITUATIONS EXIST WHICH NECESSITATES A DEVIATION FROM TOTAL COST PER BOOKS AND RECORDS FULLY EXPLAIN ALL ADJUSTMENTS.


Instructions - 571L - Header

 Instructions - Header

(Complete this statement as follows)

BOE-571-L (P4) REV. 26 (05-20)

INSTRUCTIONS

(complete the statement as follows)

NAME. If the information has been preprinted by the Assessor, make necessary corrections. INDIVIDUALS, enter the last name first, then the first name and middle initial. PARTNERSHIPS must enter at least two names, showing last name, first name and middle initial for each partner. CORPORATIONS report the full corporate name. If the business operates under a DBA (Doing Business As) or FICTITIOUS NAME, enter the DBA (Fictitious) name under which you are operating in this county below the name of the sole owner, partnership, or corporation.

LOCATION OF THE PROPERTY. Enter the complete street address. Forms for additional business or warehouse locations will be furnished upon request. A listing may be attached to a single property statement for your vending equipment leased or rented to others, when any such properties are situated at many locations within this county.

USE TAX INFORMATION

California use tax is imposed on consumers of tangible personal property that is used, consumed, given away or stored in this state. Businesses must report and pay use tax on items purchased from out-of-state vendors not required to collect California tax on their sales. If your business is not required to have a seller's permit with the State Board of Equalization, the use tax may be reported and paid on your California State Income Tax Return or directly to the State Board of Equalization using our pay use tax on one-time purchase option available online. Obtain additional use tax information by calling the State Board of Equalization Information Center at 800-400-7115 or from the website - http://www.boe.ca.gov/sutax/usetax.htm#page=Business.


Instructions - 571L - Part I

 Instructions - Part I

BOE-571-L (P4) REV. 26 (05-20)

Part I GENERAL INFORMATION

[Complete items (a) through (g)]

OWNERSHIP OF LAND – (c). Check either the YES or the NO box to indicate whether you own the land at the LOCATION OF THE PROPERTY shown on this statement. If YES is checked, verify the official RECORDED NAME on your DEED. If it agrees with the name shown on this statement, check the second YES box. If it does not agree, check the second NO box.

LOCATION OF RECORDS – (e and f). Enter the address or addresses at which your general ledger and all related accounting records are maintained and available for audit. If you enter your tax agent or representative's address, indicate whether all or only part of the records are at that address, and the location of the remainder, if applicable.

PROPERTY TRANSFER – (g).

Real Property – For purposes of reporting a change in control, real property includes land, structures, or fixtures owned or held under lease from (1) a private owner if the remaining term of the lease exceeds 35 years, including written renewal options, (2) a public owner (any arm or agency of local, state, or federal government) for any term or (3) mineral rights owned or held on lease for any term, whether in production or not.

Controlling Interest – When any person or legal entity obtains more than 50 percent of the voting stock of a corporation, or more than a 50 percent ownership interest in any other type of legal entity. The interest obtained includes what is acquired directly or indirectly by a parent or affiliated entity.

Forms, Filing Requirements & Penalty Information – Contact the Legal Entity Ownership Program Section at 916-274-3410 or refer to the Board's website at www.boe.ca.gov to obtain form BOE-100-B, applicable filing requirements, and penalty information.


Instructions - 571L - Part II

 Instructions - Part II

BOE-571-L (P5) REV. 26 (05-20)

Part II DECLARATION OF PROPERTY BELONGING TO YOU.

Report full cost (100 percent of actual cost). Include excise, sales, and use taxes, freight-in, installation charges, and all other relevant costs. Report any additional information which will assist the Assessor in arriving at a fair market value. Include finance charges for buildings and improvements that are constructed or otherwise produced for an enterprise's own use (including assets constructed or produced by others) for which deposits or progress payments have been made. Do not include finance charges for purchased equipment.

LINE 1. SUPPLIES. Report supplies on hand, such as stationery and office supplies, chemicals used to produce a chemical or physical reaction, janitorial and lavatory supplies, fuel, sandpaper, etc., at their current replacement costs. Include medical, legal, or accounting supplies held by a person in connection with a profession that is primarily a service activity. Do not include supplies which will become a component part of the product you manufacture or sell.

LINE 2. EQUIPMENT. Enter total from Schedule A, line 35 (see instructions for Schedule A).

LINE 3. EQUIPMENT OUT ON LEASE, RENT, OR CONDITIONAL SALE TO OTHERS. Report cost on line 3 and attach schedules showing the following: equipment actually out on lease or rent, equipment out on a conditional sale agreement, and equipment held for lease or rent which you have used or intend to use must be reported. Equipment held for lease or rent and not otherwise used by you is exempt and should not be reported.

Equipment out on lease, rent, or conditional sale. (1) Name and address of party in possession, (2) location of the property, (3) quantity and description, (4) date of acquisition, (5) your cost, selling price, and annual rent, (6) lease or identification number, (7) date and duration of lease, (8) how acquired (purchased, manufactured, or other – explain), (9) whether a lease or a conditional sale agreement. If the property is used by a free public library or a free museum or is used exclusively by a public school, community college, state college, state university, church, or a nonprofit college it may be exempt from property taxes, provided the lessor's exemption claim is filed by February 15. Obtain BOE-263, Lessors' Exemption Claim, from the Assessor. Also include equipment on your premises held for lease or rent which you have used or intend to use. Report your cost and your selling price by year of acquisition.

LINE 4. BUILDINGS, BUILDING IMPROVEMENTS, AND/OR LEASEHOLD IMPROVEMENTS, LAND IMPROVEMENTS, LAND AND LAND DEVELOPMENT. Enter total from Schedule B, line 71 (see instructions for Schedule B).

LINE 5. CONSTRUCTION IN PROGRESS. If you have unallocated costs of construction in progress for improvements to land, machinery, equipment, furniture, buildings or other improvements, or leasehold improvements, attach an itemized listing. Include all tangible property, even though not entered on your books and records. Enter the total on PART II, line 5.

LINE 6. ALTERNATE OR IN-LIEU SCHEDULE. If the Assessor enclosed BOE-571-L, Alternate Schedule A, with this property statement, complete the alternate schedule as directed and report the total cost on line 6.

LINES 7-8. OTHER. Describe and report the cost of tangible property not reported elsewhere on this form.


Instructions - 571L - Part III

 Instructions - Part III

BOE-571-L (P5) REV. 26 (05-20)

Part III DECLARATION OF PROPERTY BELONGING TO OTHERS.

If property belonging to others, or their business entities, is located on your premises, report the owner's name and mailing address. If it is leased equipment, read your agreement carefully and enter A (Lessor) or B (Lessee), and whether lessor or lessee has the tax obligation. For assessment purposes, the Assessor will consider, but is not bound to, the contractual agreement.

1. LEASED EQUIPMENT. Report the year of acquisition, the year of manufacture, description of the leased property, the lease contract number or other identification number, the total installed cost to purchase (including sales tax), and the annual rent; do not include in Schedule A or B (see No. 3, below).

2. LEASE-PURCHASE OPTION EQUIPMENT. Report here all equipment acquired on lease-purchase option on which the final payment remains to be made. Enter the year of acquisition, the year of manufacture, description of the leased property, the lease contract number or other identification number, the total installed cost to purchase (including sales tax), and the annual rent. If final payment has been made, report full cost in Schedule A or B (see No. 3, below).

3. CAPITALIZED LEASED EQUIPMENT. Report here all leased equipment that has been capitalized at the present value of the minimum lease payments on which a final payment remains to be made. Enter the year of acquisition, the year of manufacture, description of the leased property, the lease contract number or other identification number, and the total installed cost to purchase (including sales tax). Do not include in Schedule A or B unless final payment has been made.

4. VENDING EQUIPMENT. Report the model and description of the equipment; do not include in Schedule A.

5. OTHER BUSINESSES. Report other businesses on your premises.

6. GOVERNMENT-OWNED PROPERTY. If you possess or use government-owned land, improvements, or fixed equipment, or government-owned property is located on your premises, report the name and address of the agency which owns the property, and a description of the property.


Instructions - 571L - Schedule A

 Instructions - Schedule A

BOE-571-L (P6) REV. 26 (05-20)

SCHEDULE A  - COST DETAIL: EQUIPMENT

Do not include property already reported in Part III.

LINES 11-46. Enter in the appropriate column the cost of your equipment segregated by calendar year of acquisition, include short-lived or expensed equipment. Total each column. Report full cost; do not deduct investment credits, trade-in allowances or depreciation. Include equipment acquired through a lease-purchase agreement at the selling price effective at the inception of the lease and report the year of the lease as the year of acquisition (if final payment has not been made, report such equipment in PART III). Report self-constructed equipment used by you at the proper trade level in accordance with Title 18, section 10, of the California Code of Regulations. Exclude the cost of normal maintenance and repair that does not extend the life nor modify the use of the equipment. Exclude the cost of equipment actually removed from the site. The cost of equipment retired but not removed from the site must be reported. Segregate and report on PART II, line 3, the cost of equipment out on lease or rent.

Include special mobile equipment (SE Plates). Exclude motor vehicles licensed for operation on the highways. However, you must report overweight and oversized rubber-tired vehicles, except licensed commercial vehicles and cranes, which require permits issued by the Department of Transportation to operate on the highways. If you have paid a license fee prior to January 1 on these large vehicles, contact the Assessor for an Application for Deduction of Vehicle License Fees from Property Tax and file it with the Tax Collector. Report overweight and oversized vehicles in Column 3.

Computers used in any application directly related to manufacturing, or used to control or monitor machinery or equipment, should be reported in Column 1. Do not include application software costs in accordance with section 995.2 of the California Revenue and Taxation Code. Personal Computers should be reported on Schedule A, column 5a; Local Area Network (LAN) equipment, including LAN Components, and Mainframes should be reported on Schedule A, column 5b. Personal computers include the following: Desktops, Docking Stations, Ink Jet Printers, Laptops, Laser Printers, Mini Towers, Monitors, Netbooks, Notebooks, PC Power Supply, Scanners, Workstations. Local Area Network Equipment includes the following: External Storage Devices, Hubs, Mainframes, Network Attached Storage Devices, Routers, Servers, Switches. LAN Components include, but are not limited to, the following: Network Disk & Tape Drives, Network Fan Trays, Network Memory, Network Portable Storage Devices, Network Power Supply, Network Adaptors, Network Interface Cards, Network Processors.

If necessary, asset titles in Schedule A may be changed to better fit your property holdings; however, the titles should be of such clarity that the property is adequately defined.

LINES 18, 32, 33 and 45. For "prior" years acquisition, you must attach a separate schedule detailing the cost of such equipment by year(s) of acquisition. Enter the total cost of all such acquisitions on lines 18, 32, 33 and 45.

LINE 35. Add totals on lines 19, Column 4; line 33, Column 5a; line 34, Columns 1, 2, 3; line 46, Column 5b; and any additional schedules. Enter the same figure on PART II, line 2, that you entered in the box.


Instructions - 571L - Schedule B

 Instructions - Schedule B

BOE-571-L (P6) REV. 26 (05-20)

SCHEDULE B  - COST DETAIL: BUILDINGS, BUILDING IMPROVEMENTS, AND/OR LEASEHOLD

IMPROVEMENTS, LAND IMPROVEMENTS, LAND AND LAND DEVELOPMENT

LINES 47-71. Report by calendar year of acquisition the original or allocated costs (per your books and records) of buildings and building or leasehold improvements; land improvements; land and land development owned by you at this location on January 1. Include finance charges for buildings or improvements which have been constructed for an enterprise's own use. If no finance charges were incurred because funding was supplied by the owner, then indicate so in the remarks. In the appropriate column enter costs, including cost of fully depreciated items, by the calendar year of acquisition and total each column. Do not include items that are reported in Schedule A.

If you had any additions or disposals reported in Columns 1, 2, 3, or 4 during the period of January 1 through December 31, of the tax year, attach a schedule showing the month and year and description of each addition and disposal. Enclosed for this purpose is BOE-571-D, Supplemental Schedule for Reporting Monthly Acquisitions and Disposals of Property Reported on Schedule B of the Business Property Statement. If additional forms are needed, photocopy the enclosed BOE–571-D.

Segregate the buildings and building or leasehold improvements into the two requested categories (items which have dual function will be classified according to their primary function). Examples of some property items and their most common categorization are listed below:

EXAMPLES OF STRUCTURE ITEMS, Column 1

An improvement will be classified as a structure when its primary use or purpose is for housing or accommodation of personnel, personalty, or fixtures and has no direct application to the process or function of a trade, industry or profession.

Air conditioning (except process cooling)

Boilers (except manufacturing process)

Central heating & cooling plants

Craneways

Elevators

Environmental control devices (if an integral part of the structure)

Fans & ducts (part of an air circulation system for the building)

Fire alarm systems

Partitions (floor to ceiling)

Pipelines, pipe supports & pumps used to operate the facilities of a building

Pits not used in the trade or process

Railroad spurs

Refrigeration systems (integral part of the building)

Refrigerators, walk-in (excluding operating equipment) which are an integral part of the building

Restaurants – rough plumbing to fixtures

Safes – imbedded

Signs which are an integral part of the building excluding sign cabinet (face & lettering)

Silos or tanks when primarily used for storage or distribution

Sprinkler systems

Store fronts

Television & radio antenna towers

EXAMPLES OF FIXTURE ITEMS, Column 2

An improvement will be classified as a fixture if its use or purpose directly applies to or augments the process or function of a trade, industry, or profession.

Air conditioning (process cooling)

Boilers (manufacturing process)

Burglar alarm systems

Conveyors (to move materials and products)

Cranes – traveling

Environmental control devices (used in production process)

Fans & ducts (used for processing)

Floors, raised computer rooms

Furnaces, process

Ice dispensers, coin operated

Machinery fdns. & pits (not part of normal flooring fdns.)

Permanent partitions (less than floor to ceiling)

Pipelines, pipe supports, pumps used in the production process

Pits used as clarifiers, skimmers, sumps & for greasing in the trade or manufacturing process

Plumbing – special purpose

Power wiring, switch gear & power panels used in mfg. process.

Refrigeration systems (not an integral part of the building)

Refrigerators, walk-in unitized; including operating equipment

Restaurant equipment used in food & drink preparation or service (plumbing fixtures, sinks, bars, soda fountains, booths & counters, garbage disposals, dishwashers, hoods, etc.)

Scales including platform & pit

Signs – all sign cabinets (face) & free standing signs including supports

Silos or tanks when primarily used for processing

LINE 69. If you have items reportable in Schedule B which were acquired in 1994 or previously, you must attach a separate schedule detailing the cost of such items by year(s) of acquisition. Enter the total cost of such items on line 69.

LINE 71. Add totals on line 70 and any additional schedules. Enter the same figure on PART II, line 4 that you entered in the box.

LINE 72. Report tenant improvements for which you received allowances during this reporting period that are not reported on Schedule B


Instructions - 571L - Footer

 Instructions - Footer

BOE-571-L (P7) REV. 26 (05-20)

DECLARATION BY ASSESSEE

The law requires that this property statement, regardless of where it is executed, shall be declared to be true under penalty of perjury under the laws of the State of California. The declaration must be signed by the assessee, a duly appointed fiduciary, or a person authorized to sign on behalf of the assessee. In the case of a corporation, the declaration must be signed by an officer or by an employee or agent who has been designated in writing by the board of directors, by name or by title, to sign the declaration on behalf of the corporation. In the case of a partnership, the declaration must be signed by a partner or an authorized employee or agent. In the case of a Limited Liability Company (LLC), the declaration must be signed by an LLC manager, or by a member where there is no manager, or by an employee or agent designated by the LLC manager or by the members to sign on behalf of the LLC.

When signed by an employee or agent, other than a member of the bar, a certified public accountant, a public accountant, an enrolled agent or a duly appointed fiduciary, the assessee's written authorization of the employee or agent to sign the declaration on behalf of the assessee must be filed with the Assessor. The Assessor may at any time require a person who signs a property statement and who is required to have written authorization to provide proof of authorization.

A property statement that is not signed and executed in accordance with the foregoing instructions is not validly filed. The penalty imposed by section 463 of the Revenue and Taxation Code for failure to file is applicable to unsigned property statements.


  Instructions - 571A - List of Topics

Overview

Header

Footer

Part I

Part II

Part III

Part IV

Schedule A

Schedule B

Schedule C

Schedule D

Schedule E


  Instructions - 571A - Overview

BOE-571-A (P1) REV.24 (05-20)

OFFICIAL REQUEST

DO NOT RETURN THESE INSTRUCTIONS

California law prescribes a yearly ad valorem tax based on property as it exists at 12:01 a.m. on January 1 (tax lien date). This form constitutes an official request that you declare all assessable agricultural property situated in this county which you owned, claimed, possessed, controlled, or managed on the tax lien date, and that you sign (under penalty of perjury) and return the statement to the Assessor's Office by the date cited on the face of the form as required by law. Failure to file the statement during the time provided in section 441 of the Revenue and Taxation Code will compel the Assessor to estimate the value of your property from other information in the Assessor's possession and add a penalty of 10 percent of the assessed value as required by section 463 of the Code.

If you own taxable personal property in any county whose aggregate cost is $100,000 or more for any assessment year, you must file a property statement with the Assessor of that county whether or not you are requested to do so. Any person not otherwise required to file a statement shall do so upon request of the Assessor regardless of aggregate cost. The Assessor of the county will supply you with a form upon request.

Except for the "DECLARATION BY ASSESSEE" section, you may furnish attachments in lieu of entering the information on this property statement. However, such attachments must contain all the information requested by the statement and these instructions, the attachments must be in a format acceptable to the Assessor, and the property statement must contain appropriate references to the attachments and must be properly signed. In all instances, you must return the original BOE-571-A.

THIS STATEMENT IS SUBJECT TO AUDIT.

THIS STATEMENT IS NOT A PUBLIC DOCUMENT.  THE INFORMATION DECLARED WILL BE HELD SECRET BY THE ASSESSOR.

IF ANY SITUATION EXISTS WHICH NECESSITATES A DEVIATION FROM TOTAL COST PER BOOKS AND RECORDS FULLY EXPLAIN ALL ADJUSTMENTS.


  Instructions - 571A - Header

 (Complete this statement as follows)

BOE-571-A (P1) REV.24 (05-20)

INSTRUCTIONS

(complete the statement as follows)

NAME AND MAILING ADDRESS

If the information has been preprinted by the Assessor, make necessary corrections. INDIVIDUALS, enter the last name first, then the first name and middle initial. LEGAL ENTITIES: PARTNERSHIPS must enter at least two names, showing last name, first name and middle initial for each partner; CORPORATIONS report the full corporate name. If the business operates under a DBA (Doing Business As) or FICTITIOUS NAME, enter the DBA (Fictitious) name under which you are operating in this county below the name of the sole owner, partnership, or corporation.

LOCATION OF THE PROPERTY

Enter the complete street address or location. If preprinted, make necessary corrections. Enter the Assessor's Parcel No. if known. Request additional forms if you have agricultural personal property or fixtures at other locations. A listing may be attached to a single property statement for your equipment leased or rented to others, when any such properties are situated at many locations within this county.


  Instructions - 571A -  Part I

BOE-571-A (P1) REV.24 (05-20)

PART I: GENERAL INFORMATION

Complete items (a) through (i).

OWNERSHIP OF LAND – (c). Check either the "Yes" or the "No" box to indicate whether you own the land at the LOCATION OF THE PROPERTY shown on this statement. If yes is checked, verify the official RECORDED NAME on your DEED. If it agrees with the name shown on this statement, check the second "Yes" box. If it does not agree, check the second "No" box.

PROPERTY TRANSFER – (g).

Real Property – For purposes of reporting a change in control, real property includes land, structures, or fixtures owned or held under lease from (1) a private owner if the remaining term of the lease exceeds 35 years, including written renewal options, (2) a public owner (any arm or agency of local, state, or federal government) for any term or (3) mineral rights owned or held on lease for any term, whether in production or not.

Controlling Interest – When any person or legal entity obtains more than 50 percent of the voting stock of a corporation, or more than a 50 percent ownership interest in any other type of legal entity. The interest obtained includes what is acquired directly or indirectly by a parent or affiliated entity.

Forms, Filing Requirements & Penalty Information – Contact the Legal Entity Ownership Program Section at 916-274-3410 or refer to the Board's website at www.boe.ca.gov to obtain form BOE-100-B, applicable filing requirements, and penalty information.

REGISTERED OR SHOWHORSES – (h-1). If yes is checked, obtain BOE-571-F2, Registered and Show Horses Other than Racehorses, from the Assessor and file with this return.

RACEHORSES – (h-2). If yes is checked, obtain BOE-571-J, Annual Racehorse Tax Return, from the Assessor and file as required.

MANUFACTURED HOMES (MOBILEHOMES) – (i). A manufactured home (mobilehome) is a transportable structure designed to be occupied as a residence, and it is either more than 40 feet long or more than 8 feet wide. Report the number of manufactured homes (mobilehomes) on this property which are currently licensed (license is not delinquent or expired) and the number of manufactured homes (mobilehomes) which are not licensed or for which the license is delinquent or expired. Do not report "travel trailers" which are not more than 40 feet long or more than 8 feet wide.


  Instructions - 571A - Part II

BOE-571-A (P1) REV.24 (05-20)

PART II: DECLARATION OF PROPERTY BELONGING TO YOU

Report descriptions and quantities or book cost (100 percent of actual cost) where requested on the form. Report any additional information which will assist the Assessor in arriving at a fair market value. Include finance charges, where applicable, for self-constructed equipment and for buildings. Do not include finance charges for purchased equipment.

LINE 1. SUPPLIES

Enter the total cost from Schedule A.

LINE 2. ANIMALS

Complete Schedule B if applicable and enter the total cost if known.

LINE 3. EQUIPMENT

Enter the total cost from Schedule C.

LINE 4. MOBILE EQUIPMENT (self-propelled and related implements) AND HARVESTERS

Enter the total cost from Schedule D.

LINE 5. BUILDINGS, BUILDING IMPROVEMENTS, AND/OR LEASEHOLD IMPROVEMENTS, LAND IMPROVEMENTS, LAND AND LAND DEVELOPMENT

Enter the total cost from Schedule E.

LINE 6. EQUIPMENT OUT ON LEASE, RENT, OR CONDITIONAL SALE TO OTHERS

Report cost on line 6 and attach schedules showing the following (equipment actually out on lease or rent, equipment out on a conditional sale agreement and equipment held for lease or rent which you have used or intend to use must be reported). Equipment held for lease or rent and not otherwise used by you is exempt and should not be reported.

Equipment out on lease, rent, or conditional sale. (1) Name and address of party in possession, (2) location of the property, (3) quantity and description, (4) date of acquisition, (5) your cost, selling price, and monthly rent, (6) lease or identification number, (7) date and duration of lease, (8) how acquired (purchased, manufactured, other – explain), (9) whether a lease or a conditional sale agreement. If the property is used by a free public library or a free museum or is used exclusively by a public school, community college, state college, state university, church, or a nonprofit college it may be exempt from property taxes, provided the lessor's exemption claim is filed by February 15. Obtain BOE-263, Lessors' Exemption Claim, from the Assessor. Also include equipment on your premises held for lease or rent which you have used or intend to use. Report your cost and your selling price by year of acquisition.

LINE 7. CONSTRUCTION IN PROGRESS. If you have unallocated costs of construction in progress for improvements to land, machinery, equipment, furniture, buildings or other improvements, or leasehold improvements, attach an itemized listing. Include all tangible property, even though not entered on your books and records. Enter the total on PART II, line 7.

LINE 8. OTHER

Describe and report the cost of tangible property that is not reported elsewhere on this form.


  Instructions - 571A - Part III

BOE-571-A (P1) REV.24 (05-20)

PART III: TREES, VINES, OR PERENNIALS

Trees, vines, or perennials, planted, removed, budded or grafted. List and indicate additions or removals during the twelve months preceding January 1. For additions, list the date planted, number, species, variety, spacing, number of acres planted, and whether "planted" (all new planting or replanting) or "interplant" (new planting intermixed with existing plantings). Enter the cost of the additions. For removals, describe and list the date of planting, if known. If budded or grafted, provide dates and cost. Indicate the action taken in the heading area of the cost column.


  Instructions - 571A - Part IV

BOE-571-A (P1) REV.24 (05-20)

Part IV: DECLARATION OF PROPERTY BELONGING TO OTHERS

Enter the name and mailing address of the owner. Read your agreement carefully and enter A (Lessor) or B (Lessee), and whether lessor or lessee has the tax obligation. For assessment purposes, the Assessor will consider, but is not bound to, the contractual agreement.

1. Leased Equipment. Report the year of acquisition, the year of manufacture, description of the leased property, the lease contract number or other identification number, the total installed cost to purchase (including sales tax), and the annual rent; do not include in Schedules C, D, or E.

2. Lease-Purchase Option Equipment. Report here all equipment acquired on lease-purchase option on which the final payment remains to be made. Enter the year of acquisition, the year of manufacture, description of the leased property, the lease contract number or other identification number, the total installed cost to purchase (including sales tax), and the annual rent. If final payment has been made, report full cost in Schedules C, D, or E.

3. Capitalized Leased Equipment. Report here all leased equipment that has been capitalized at the present value of the minimum lease payments on which a final payment remains to be made. Enter the year of acquisition, the lease contract number or other identification number, and the total installed cost to purchase (including sales tax). Do not include in Schedules C, D, or E unless final payment has been made.

4. Animals. Report all taxable animals, such as those used in riding stables, pack station operations, or rodeos, stallions or broodmares held for breeding, and registered or show horses on your premises which belong to others. Enter Code Number "4" in the Code Number Column. Describe the type of animals (use a second line on this schedule or attach a schedule). If you board racehorses, report the horses on BOE-571-J1, Annual Report of Boarded Racehorses.

5. Other Businesses. Report other businesses on your premises.

6. Tenants, Renters, Farm Management Co., etc. Report the names and addresses of persons renting or managing your property. Enter Code Number "6" in the Code Number Column.

7. Government-Owned Property. If you possess or use government-owned land, improvements, or fixed equipment, or government-owned property is located on your premises, report the name and address of the agency which owns the property, and a description of the property.


  Instructions - 571A - Footer

BOE-571-A (P1) REV.24 (05-20)

DECLARATION BY ASSESSEE

The law requires that this property statement, regardless of where it is executed, shall be declared to be true under penalty of perjury under the laws of the State of California. The declaration must be signed by the assessee, a duly appointed fiduciary, or a person authorized to sign on behalf of the assessee. In the case of a corporation, the declaration must be signed by an officer or by an employee or agent who has been designated in writing by the board of directors, by name or by title, to sign the declaration on behalf of the corporation. In the case of a partnership, the declaration must be signed by a partner or an authorized employee or agent. In the case of a Limited Liability Company (LLC), the declaration must be signed by an LLC manager, or by a member where there is no manager, or by an employee or agent designated by the LLC manager or by the members to sign on behalf of the LLC.

When signed by an employee or agent, other than a member of the bar, a certified public accountant, a public accountant, an enrolled agent or a duly appointed fiduciary, the assessee's written authorization of the employee or agent to sign the declaration on behalf of the assessee must be filed with the Assessor. The Assessor may at any time require a person who signs a property statement and who is required to have written authorization to provide proof of authorization.

A property statement that is not signed and executed in accordance with the foregoing instructions is not validly filed. The penalty imposed by section 463 of the Revenue and Taxation Code for failure to file is applicable to unsigned property statements.


  Instructions - 571A - Schedule A

BOE-571-A (P2) REV.24 (05-20)

SCHEDULE A – SUPPLIES ON HAND

Report the description, the quantity and the cost of supplies on hand. Use the open lines of the schedule or attach a schedule showing the type and cost of the item.

(1)	FEED –Report all feed held for use by taxable animals such as those used in riding stable or pack station operations, rodeos, and stallions or broodmares held for breeding, showing tons if grown and if purchased, the amount on hand and cost per unit.

(2)	SEED – Report the cost (or type and weight) of seed held for feed crops which are intended for your own use. Do not report seed held for sale or for the production of crops intended for sale.


  Instructions - 571A -  Schedule B

BOE-571-A (P2) REV.24 (05-20)

SCHEDULE B ~ ANIMALS

Report the description and number (cost if known) of all taxable animals such as those used in riding stable or pack station operations, rodeos, and stallions or broodmares held for breeding. (Do not report animals involved in the production of food and fiber, such as dairy cattle and bulls, beef cattle and bulls, draft animals, swine, sheep and poultry and animals held for sale or lease.) If you have animals on your premises which you do not own, report ownership and description in Part IV, Declaration of Property Belonging to Others. Complete question "h" in Part I if you have racehorses, registered or show horses. Do not report such animals on this schedule.


  Instructions - 571A -  Schedule C

BOE-571-A (P2) REV.24 (05-20)

SCHEDULE C – COST DETAIL: EQUIPMENT

Do not include property already reported in Part IV.

LINES 11-35. Enter in the appropriate column the cost of your equipment segregated by calendar year of acquisition, include short-lived or expensed equipment. Total each column. Report full cost; do not deduct investment credits, trade-in allowances or depreciation. Include equipment acquired through a lease-purchase agreement at the selling price effective at the inception of the lease and report the year of the lease as the year of acquisition (if final payment has not been made, report such equipment in Part IV). Report self-constructed equipment used by you at the proper trade level in accordance with Title 18, section 10, of the California Code of Regulations. Exclude the cost of normal maintenance and repair that does not extend the life nor modify the use of the equipment. Exclude the cost of equipment actually removed from the site. The cost of equipment retired but not removed from the site must be reported. Segregate and report on line 6, Part II the cost of equipment out on lease or rent.

Column A. Include moveable, non-mobile items, such as: tools, hive boxes, bunkhouse furnishings (owned by the farmer), portable wind machines, temporary pipes and sprinklers that are above ground (not permanent), heaters, smudge pots, pallets, bins, saddles, bridles, etc.

Fixed equpments items, such as bulk feed tanks, milk barn equipment, feeders, cages, egg washing and grading machines, hulling equipment, wind machines, etc., should be reported as fixture improvements on Schedule E, Column B.  Note: pumps, pumphouses, or premanent irrigation lines are improvements, which involve land surface changes that have occurred during the twelve months preceding January 1, and are thus required to be reported via Schedule E.

                The reported costs should include the cost of machinery or equipment including excise, sales, or use taxes, freight and installation charges. (Note: A charge for self-construction/labor should be imputed when such is the case, e.g., if you would have paid $500 to have a pump installed but performed the labor yourself, the value of that labor must be included in the value/cost of such machinery and equipment.)

Column B. Enter the total original installed cost by calendar year of acquisition. Include freight-in excise taxes, sales or use taxes, and installation costs. Include fully depreciated office equipment but do not include items that were traded, retired, transferred, sold, or junked and removed physically from the premises. If office equipment is located elsewhere in the county, attach a similar schedule and identify the location. All office equipment must be reported on this statement.

Column C. Describe other equipment not reported in Columns A, B, or D.

Column D, E. Computers used in any application directly related to manufacturing, or used to control or monitor machinery or equipment, should be reported in Column A. Do not include application software costs in accordance with section 995.2 of the California Revenue and Taxation Code. Personal Computers should be reported in column D; Local Area Network (LAN) equipment, including LAN Components, and Mainframes should be reported in column E. Personal computers include the following: Desktops, Docking Stations, Ink Jet Printers, Laptops, Laser Printers, Mini Towers, Monitors, Netbooks, Notebooks, PC Power Supply, Scanners, Workstations. Local Area Network Equipment includes the following: External Storage Devices, Hubs, Mainframes, Network Attached Storage Devices, Routers, Servers, Switches. LAN Components include, but are not limited to, the following: Network Disk & Tape Drives, Network Fan Trays, Network Memory, Network Portable Storage Devices, Network Power Supply, Network Adaptors, Network Interface Cards, Network Processors.

If necessary, asset titles in Schedule C may be changed to better fit your property holdings; however, the titles should be of such clarity that the property is adequately defined.

LINES 20, 33 and 34. For "prior" years acquisition, you must attach a separate schedule detailing the cost of such equipment by year(s) of acquisition. Enter the total cost of all such acquisitions on lines 20, 33 and 34.

LINE 36. Add totals on lines 21, Column D; line 35, Column E; line 34, Columns A, B, C; and any additional schedules. Enter the same figure on Part II, line 3 that you entered in the box.


  Instructions - 571A -  Schedule D

BOE-571-A (P3) REV.24 (05-20)

SCHEDULE D – MOBILE EQUIPMENT (self-propelled and related implements)

Implements of husbandry items, including but not limited to, tractors, harvesters, shakers, backhoes, forklifts, crawler loaders, vehicle mounted portable wind machines, and related implements; and any other type of self-propelled or towed equipment that is not subject to DMV registration and licensing for highway use. (see http://www.cfbf.com/storage/app/media/documents/agequipment.pdf for a more detailed description of "implements of Husbandry")

Moveable, non-mobile items, such as tools, hive boxes, bunkhouse furnishings (owned by the farmer), portable wind machines, temporary pipes and sprinklers that are above ground (not permanent), heaters, smudge pots, pallets, bins, shakers, saddles, bridles, should be reported via Schedule C, Column A

Equipment out on lease should not be included here; report such equipment, per instructions, on line 6. Include equipment acquired through a lease-purchase agreement at the selling price effective at the inception of the lease and report the year of the lease as the year of acquisition (if final payment has not been made, report such equipment in Part IV). If you own machinery and equipment at another location in this county and you did not receive a form for reporting equipment at that location, or if your equipment is temporarily outside the county, attach a schedule to this statement showing the location of the equipment and provide the information requested in this schedule. Report all machinery and equipment, whether fully depreciated or not, including implements of husbandry, special mobile equipment (SE Plates), and other vehicles exempt from licensing and registration under Division 16 of the Vehicle Code. Do not include licensed vehicles designed primarily for the transportation of persons or property on a highway.

The reported cost should include excise taxes, sales or use taxes, freight charges, and installation costs. If a trade-in was deducted, the amount to be entered is the invoice price (adding back the trade-in). Deductions for investment credits allowable for federal income tax purposes may not be taken and must be added back if deducted when the cost was entered on your books and records. Include expenses incurred immediately after purchase to bring a machine up to operable condition. As mentioned in Schedule C, the value of self-construction must be included.


  Instructions - 571A -  Schedule E

BOE-571-A (P4) REV.24 (05-20)

SCHEDULE E – COST DETAIL: BUILDINGS, BUILDING IMPROVEMENTS, AND/OR LEASEHOLD IMPROVEMENTS, LAND AND LAND DEVELOPMENT

LINES 62-86. Report by calendar year of acquisition the original or allocated costs (per your books and records) of buildings and building or leasehold improvements; land improvements; land and land development owned by you at this location on January 1. Include finance charges for buildings or improvements which have been constructed for an enterprise's own use. If no finance charges were incurred because funding was supplied by the owner, then indicate so in the remarks. In the appropriate column enter costs, including cost of fully depreciated items, by the calendar year of acquisition and total each column. Do not include items that are reported in Schedule C. With respect to Columns A and B, segregate the buildings and building or leasehold improvements into the two requested categories (items which have dual function will be classified according to their primary function).

If you had any additions or disposals reported in Columns A, B, C, or D during the period of January 1 through December 31 of the tax year, complete the schedules at lines 87-88 showing the month and year and description of each addition and disposal.

(87) IMPROVEMENTS ADDED OR REMOVED. List and describe additions or alterations made during the twelve months preceding January 1 to buildings, structures, pumps, permanent pipelines or other items attached to the land. Enter the cost of any such changes. List and describe any removals giving the year of acquisition and original cost, if known. Enter the month and year the addition, alteration, or removal was completed. If not completed on January 1, enter "CIP" (construction in progress).

(88) CHANGES TO THE LAND SURFACE. Describe any changes made during the twelve months preceding January 1 in the surface of the land, such as leveling, ripping, drainage, well drilling, etc. Enter the cost of such changes, and acres changed. Enter the month and year the changes were completed. If not completed on January 1, enter "CIP" (construction in progress).


  Instructions - 571F - List of Topics

Overview

Header

Footer

Part I

Part II

Part III

Part IV

Schedule A

Schedule B

Schedule C

Schedule D

Schedule E


  Instructions - 571F -  Overview

BOE-571-F (P1) REV.24 (05-20)

OFFICIAL REQUEST

California law prescribes a yearly ad valorem tax based on property as it exists at 12:01 a.m. on January 1 (tax lien date). This form constitutes an official request that you declare all assessable agricultural property situated in this county which you owned, claimed, possessed, controlled, or managed on the tax lien date, and that you sign (under penalty of perjury) and return the statement to the Assessor's Office by the date cited on the face of the form as required by law. Failure to file the statement during the time provided in section 441 of the Revenue and Taxation Code will compel the Assessor to estimate the value of your property from other information in the Assessor's possession and add a penalty of 10 percent of the assessed value as required by section 463 of the Code.

If you own taxable personal property in any other county whose aggregate cost is $100,000 or more for any assessment year, you must file a property statement with the Assessor of that county whether or not you are requested to do so. Any person not otherwise required to file a statement shall do so upon request of the Assessor regardless of cost of property. The Assessor of the county will supply you with a form upon request.

Except for the "DECLARATION BY ASSESSEE" section, you may furnish attachments in lieu of entering the information on this property statement. However, such attachments must contain all the information requested by the statement and these instructions, the attachments must be in a format acceptable to the Assessor, and the property statement must contain appropriate references to the attachments and must be properly signed. In all instances, you must return the original BOE-571.

THIS STATEMENT IS SUBJECT TO AUDIT.

THIS STATEMENT IS NOT A PUBLIC DOCUMENT.  THE INFORMATION DECLARED WILL BE HELD SECRET BY THE ASSESSOR.

IF ANY SITUATION EXISTS WHICH NECESSITATES A DEVIATION FROM TOTAL COST PER BOOKS AND RECORDS FULLY EXPLAIN ALL ADJUSTMENTS.


  Instructions - 571F - Header

(Complete this statement as follows)

BOE-571-F (P1) REV.24 (05-20)

INSTRUCTIONS

(complete the statement as follows)

NAME AND MAILING ADDRESS

If the information has been preprinted by the Assessor, make necessary corrections. INDIVIDUALS, enter the last name first, then the first name and middle initial. LEGAL ENTITIES: PARTNERSHIPS must enter at least two names, showing last name, first name and middle initial for each partner; CORPORATIONS report the full corporate name. If the business operates under a DBA (Doing Business As) or FICTITIOUS NAME, enter the DBA (Fictitious) name under which you are operating in this county below the name of the sole owner, partnership, or corporation.

LOCATION OF THE PROPERTY

Enter the complete street address or location. If preprinted, make necessary corrections. Enter the Assessor's Parcel No. if known. Request additional forms if you have agricultural personal property or fixtures at other locations. A listing may be attached to a single property statement for your equipment leased or rented to others, when any such properties are situated at many locations within this county.


  Instructions - 571F -  Part I

BOE-571-F (P1) REV.24 (05-20)

PART I: GENERAL INFORMATION

Complete items (a) through (i).

OWNERSHIP OF LAND – (c). Check either the YES or the NO box to indicate whether you own the land at the LOCATION OF THE PROPERTY shown on this statement. If YES is checked, verify the official RECORDED NAME on your DEED. If it agrees with the name shown on this statement, check the second YES box. If it does not agree, check the second NO box.

PROPERTY TRANSFER – (g).

Real Property – For purposes of reporting a change in control, real property includes land, structures, or fixtures owned or held under lease from (1) a private owner if the remaining term of the lease exceeds 35 years, including written renewal options, (2) a public owner (any arm or agency of local, state, or federal government) for any term or (3) mineral rights owned or held on lease for any term, whether in production or not.

Controlling Interest – When any person or legal entity obtains more than 50 percent of the voting stock of a corporation, or more than a 50 percent ownership interest in any other type of legal entity. The interest obtained includes what is acquired directly or indirectly by a parent or affiliated entity.

Forms, Filing Requirements & Penalty Information – Contact the Legal Entity Ownership Program Section at 916-274-3410 or refer to the Board's website at www.boe.ca.gov to obtain form BOE-100-B, applicable filing requirements, and penalty information.

REGISTERED OR SHOW HORSES – (h-1). If yes is checked, obtain BOE-571-F2, Registered and Show Horses Other than Racehorses, from the Assessor and file with this return.

RACEHORSES – (h-2). If yes is checked, obtain BOE-571-J, Annual Racehorse Tax Return, from the Assessor and file as required.

MANUFACTURED HOMES (MOBILEHOMES) – (i). A manufactured home (mobilehome) is a transportable structure designed to be occupied as a residence, and it is either more than 40 feet long or more than 8 feet wide. Report the number of manufactured homes (mobilehomes) on this property which are currently licensed (license is not delinquent or expired) and the number of manufactured homes (mobilehomes) which are not licensed or for which the license is delinquent or expired. Do not report "travel trailers" which are not more than 40 feet long or more than 8 feet wide.


  Instructions - 571F -  Part II

BOE-571-F (P1) REV.24 (05-20)

PART II: DECLARATION OF PROPERTY BELONGING TO YOU

Report descriptions and quantities or book cost (100 percent of actual cost) where requested on the form. Report any additional information which will assist the Assessor in arriving at a fair market value. Include finance charges, where applicable, for self-constructed equipment and for buildings. Do not include finance charges for purchased equipment.

LINE 1. SUPPLIES

Enter the total cost from Schedule A.

LINE 2. ANIMALS

Complete Schedule B if applicable and enter the total cost if known.

LINE 3. EQUIPMENT

Enter the total cost from Schedule C.

LINE 4. MOBILE EQUIPMENT (self-propelled and related implements)

Enter the total cost from Schedule D.

LINE 5. OFFICE FURNITURE AND EQUIPMENT

Enter the total cost from Schedule E.

LINE 6. EQUIPMENT OUT ON LEASE, RENT, OR CONDITIONAL SALE TO OTHERS

Report cost on line 6 and attach schedules showing the following: Equipment actually out on lease or rent, equipment out on a conditional sale agreement, and equipment held for lease or rent which you have used or intend to use must be reported. Equipment held for lease or rent and not otherwise used by you is exempt and should not be reported.

Equipment out on lease, rent, or conditional sale. (1) Name and address of party in possession, (2) location of the property, (3) quantity and description, (4) date of acquisition, (5) your cost, selling price, and monthly rent, (6) lease or identification number, (7) date and duration of lease, (8) how acquired (purchased, manufactured, other – explain), (9) whether a lease or a conditional sale agreement. If the property is used by a free public library or a free museum or is used exclusively by a public school, community college, state college, state university, church, or a nonprofit college it may be exempt from property taxes, provided the lessor's exemption claim is filed by February 15. Obtain BOE-263, Lessors' Exemption Claim, from the Assessor. Also include equipment on your premises held for lease or rent which you have used or intend to use. Report your cost and your selling price by year of acquisition.

LINE 7. CONSTRUCTION IN PROGRESS. If you have unallocated costs of construction in progress for improvements to land, machinery, equipment, furniture, buildings or other improvements, or leasehold improvements, attach an itemized listing. Include all tangible property, even though not entered on your books and records. Enter the total on PART II, line 7.

LINE 8. OTHER

Describe and report the cost of tangible property that is not reported elsewhere on this form.


  Instructions - 571F -  Part III

BOE-571-F (P1) REV.24 (05-20)

PART III: REAL PROPERTY ALTERATIONS

Check either the Yes or the No box to indicate whether you have made alterations to the real property between January 1, 2009, and December 31, 2009. If No is checked, you may proceed to Part IV.

If you check the Yes box, go to page 4 to report any alteration made by you to the real property between January 1, 2009, and December 31, 2009. If you have made changes to various parcels, but are filing only one property statement, list the parcel numbers in the column provided. Describe the alteration and report cost as follows:

(1) Improvements added or removed. List and describe additions or alterations made during the twelve months preceding January 1 to buildings, structures, pumps, permanent pipelines or other items attached to the land. Enter the cost of any such changes. List and describe any removals giving the year of acquisition and original cost, if known. Enter the month and year the addition, alteration, or removal was completed. If not completed on January 1, enter "CIP" (construction in progress).

(2) Trees, vines, perennials, planted, removed, budded grafted. List and indicate additions or removals during the twelve months preceding January 1. For additions, list the date planted, number, species, variety, spacing, number of acres planted, and whether "planted" (all new planting or replanting) or "interplant" (new planting intermixed with existing plantings). Enter the cost of the additions. For removals, describe and list the date of planting, if known. If budded or grafted, provide dates and cost. Indicate the action taken in the heading area of the cost column.

(3) Changes to the land surface. Describe any changes made during the twelve months preceding January 1 in the surface of the land, such as leveling, ripping, drainage, well drilling, etc. Enter the cost of such changes, and acres changed. Enter the month and year the changes were completed. If not completed on January 1, enter "CIP" (construction in progress).


  Instructions - 571F -  Part IV

BOE-571-F (P1) REV.24 (05-20)

PART IV: DECLARATION OF PROPERTY BELONGING TO OTHERS

Enter the name and mailing address of the owner. Read your agreement carefully and enter A (Lessor) or B (Lessee), and whether lessor or lessee has the tax obligation. For assessment purposes, the Assessor will consider, but is not bound to, the contractual agreement.

1. LEASED EQUIPMENT. Report the year of acquisition, the year of manufacture, the lease contract number or other identification number, the total installed cost to purchase (including sales tax), and the annual rent; do not include in Schedules C, D, or E (see No. 3 below).

2. LEASE-PURCHASE OPTION EQUIPMENT. Report here all equipment acquired on lease-purchase option on which the final payment remains to be made. Enter the year of acquisition, the year of manufacture, the lease contract number or other identification number, the total installed cost to purchase (including sales tax), and the annual rent. If final payment has been made, report full cost in Schedules C, D, or E (see No. 3 below).

3. CAPITALIZED LEASED EQUIPMENT. Report here all leased equipment that has been capitalized at the present value of the minimum lease payments on which a final payment remains to be made. Enter the year of acquisition, the year of manufacture, the lease contract number or other identification number and the total installed cost to purchase (including sales tax). Do not include in Schedules C, D, or E unless final payment has been made.

4. ANIMALS. Report all taxable animals, such as those used in riding stables, pack station operations, or rodeos, stallions or broodmares held for breeding, and registered or show horses on your premises which belong to others. Enter Code Number "4" in the Code Number Column. Describe the type of animals (use a second line on this schedule or attach a schedule). If you board racehorses, report the horses on BOE-571-J1, Annual Report of Boarded Racehorses.

5. OTHER BUSINESSES. Report other businesses on your premises.

6. TENANTS, RENTERS, FARM MANAGMENT CO., ETC. Report the names and addresses of persons renting or managing your property. Enter Code Number "6" in the Code Number Column.

7. GOVERNMENT-OWNED PROPERTY. If you possess or use government-owned land, improvements, or fixed equipment, or government-owned property is located on your premises, report the name and address of the agency which owns the property, and a description of the property


 Instructions - 571F - Footer

BOE-571-F (P1) REV.24 (05-20)

DECLARATION BY ASSESSEE

The law requires that this property statement, regardless of where it is executed, shall be declared to be true under penalty of perjury under the laws of the State of California. The declaration must be signed by the assessee, a duly appointed fiduciary, or a person authorized to sign on behalf of the assessee. In the case of a corporation, the declaration must be signed by an officer or by an employee or agent who has been designated in writing by the board of directors, by name or by title, to sign the declaration on behalf of the corporation. In the case of a partnership, the declaration must be signed by a partner or an authorized employee or agent. In the case of a Limited Liability Company (LLC) the declaration must be signed by an LLC manager, or by a member where there is no manager, or by an employee or agent designated by the LLC manager or by the members to sign on behalf of the LLC.

When signed by an employee or agent, other than a member of the bar, a certified public accountant, a public accountant, an enrolled agent, or a duly appointed fiduciary, the assessee's written authorization of the employee or agent to sign the declaration on behalf of the assessee must be filed with the Assessor. The Assessor may at any time require a person who signs a property statement and who is required to have written authorization to provide proof of authorization.

A property statement that is not signed and executed in accordance with the foregoing instructions is not validly filed. The penalty imposed by section 463 of the Revenue and Taxation Code for failure to file is applicable to unsigned property statements.


  Instructions - 571F - Schedule A

BOE-571-F (P1) REV.24 (05-20)

SCHEDULE A – SUPPLIES ON HAND

Report the description, the quantity and the cost of supplies on hand. Use the open lines of the schedule or attach a schedule showing the type and cost of the items.

(1)	FEED – Report all feed held for use by taxable animals such as those used in riding stable or pack station operations, rodeos, and stallions or broodmares held for breeding, showing tons if grown and if purchased, the amount on hand, and cost per unit.

(2)	SEED – Report the cost (or type and weight) of seed held for feed crops which are intended for your own use. Do not report seed held for sale or for the production of crops intended for sale.


  Instructions - 571F - Schedule B

BOE-571-F (P1) REV.24 (05-20)

SCHEDULE B – ANIMALS

Report the description and number (cost if known) of all taxable animals such as those used in riding stable or pack station operations, rodeos, and stallions or broodmares held for breeding. Do not report animals involved in the production of food and fiber, such as dairy cattle and bulls, beef cattle and bulls, draft animals, swine, sheep and poultry and animals held for sale or lease. If you have animals on your premises which you do not own, report ownership and description in PART IV, Declaration of Property Belonging to Others.

Complete question "h", Part I if you have racehorses, registered or show horses. Do not report such animals on this schedule.


  Instructions - 571F - Schedule C

BOE-571-F (P1) REV.24 (05-20)

SCHEDULE C – FIXED MACHINERY AND EQUIPMENT

Include items such as bulk feed tanks, milk barn equipment, feeders, cages, egg washing and grading machines, hulling equipment, wind machines, etc. Do not include pumps, pumphouses or permanent irrigation lines; these are improvements to be reported in Part III, which involve land surface changes that have occurred during the twelve months preceding January 1.

The reported costs should include the cost of machinery or equipment including excise, sales, or use taxes, freight and installation charges. (Note: A charge for self-construction/labor should be imputed when such is the case, e.g., if you would have paid $500 to have a pump installed but performed the labor yourself, the value of that labor must be included in the value/cost of such machinery and equipment.)


  Instructions - 571F - Schedule D

BOE-571-F (P1) REV.24 (05-20)

SCHEDULE D – MOVABLE AND MOBILE EQUIPMENT (self-propelled and related implements)

Report movable equipment, such as; tools, hive boxes, bunkhouse furnishings (owned by the farmer), portable wind machines, temporary pipes and sprinklers that are above ground (not permanent), heaters, smudge pots, pallets, bins, saddles, bridles, etc.

Report mobile equipment, such as; implements of husbandry items, including but not limited to, tractors, harvesters, plows, shakers, backhoes, forklifts, crawler loaders, vehicle mounted portable wind machines, and related implements; and any other type of self-propelled or towed equipment that is not subject to DMV registration and licensing for highway use.  For a comprehensive explanation of "Implements of Husbandry" see http://www.cfbf.com/storage/app/media/documents/agequipment.pdf.

List each item of machinery and equipment that you own. Equipment out on lease should not be included here; report such equipment per instructions on line 6. Include equipment acquired through a lease-purchase agreement at the selling price effective at the inception of the lease and report the year of the lease as the year of acquisition (if final payment has not been made, report such equipment in PART IV). If you own machinery and equipment at another location in this county and you did not receive a form for reporting equipment at that location, or if your equipment is temporarily outside the county, attach a schedule to this statement showing the location of the equipment and provide the information requested in this schedule. Report all machinery and equipment, whether fully depreciated or not, including implements of husbandry, special mobile equipment (SE Plates), and other vehicles exempt from licensing and registration under Division 16 of the Vehicle Code. Do not include licensed vehicles designed primarily for the transportation of persons or property on a highway.

The reported cost should include excise taxes, sales or use taxes, freight charges, and installation costs. If a trade-in was deducted, the amount to be entered is the invoice price (adding back the trade-in). Deductions for investment credits allowable for federal income tax purposes may not be taken and must be added back if deducted when the cost was entered on your books and records. Include expenses incurred immediately after purchase to bring a machine up to operable condition. As mentioned in Schedule C, the value of self-construction must be included.


  Instructions - 571F - Schedule E

BOE-571-F (P1) REV.24 (05-20)

SCHEDULE E – OFFICE FURNITURE AND EQUIPMENT

Enter the total original installed cost by calendar year of acquisition. Include freight-in, excise taxes, sales or use taxes, and installation costs. Include fully depreciated office equipment but do not include items that were traded, retired, transferred, sold, or junked and removed physically from the premises. If office equipment is located elsewhere in the county, attach a similar schedule and identify the location. All office equipment must be reported on this statement.

If necessary, attach additional schedules to this property statement.


Installation and Setup FAQ

Click on the links below for answers to the most frequently asked questions.

Can I copy Forms571 from my one pc to another without running setup again?

How do I move Forms571 from one pc to another?

Do I have to install the annual update that is sent to me each year?

What does "Cannot locate the Microsoft Visual Foxpro Support Library" mean?

How do I setup Forms571 to allow me to share data files on a network?

I am not able to access the version I just installed. Why?


Moving Program Files

Please note: you cannot copy the Forms571 folder from one computer to another without running the setup program (see below).  As is common with most programs, some of the files Forms571 requires to run properly are files that must be stored in the Windows system directory.

Follow these steps to move or copy the Forms571 program and data files from one computer (the source) to another (the destination).

Step 1

Determine which version of Forms571 is installed on the source computer. To check this launch Forms571 on the source computer.  Choose About from the Help menu pad and note the program version that is displayed.

If you cannot launch the program on the source computer then proceed to step 2 anyway.

Step 2

Locate a copy of the most recent setup program for 2020 on our website at www.countysoftware.com or on the 2020 Forms571 cdrom if you have one.  This version will work with data files from any 6.xxx to any.3.x version.

For example; if the source computer version number is 6.003 you could use setup version number 6.008 or 14.3.1 but you could not use an earlier version like 4.01, 5.001 or 6.001.

Step 3

Locate the Forms571 program directory on the source computer.  This is usually titled Forms571 (or Win571L on older versions).  Copy all folders and files from this directory on the source computer to the same directory on the destination computer.

Step 4

Now run the setup program located in step 2 above.  You are re-installing the Forms571 program into the directory that you copied the source files to in step 3 above.

Step 5

Enter Forms571 and validate your data files by selecting Validate Data Files from the Tools pad on the main menu.

[New for 2003: The wrksetup.exe is no longer needed in 2003.  Use setup.exe to install both full versions and workstation versions]


Cannot locate MS VFP Support Library

This error occurs when Forms571 cannot locate one or more of the system files that is installed in the Windows folder when the Forms571 setup program is run.  This error usually occurs when Forms571 has been copied from one pc to another without running the setup program setup.exe.

To correct this error run the setup program setup.exe.


Printer FAQ

Printer FAQ - Frequently Asked Questions

How much printer memory do I need in my laser printer to print forms with Forms571?

The memory requirement for individual printers varies depending on the make and model of the particular printer.  This list below serves as a guideline when determining memory requirements for a particular printer model:

HP Laserjet Series II	4 MB

HP Laserjet IIP+	4 MB

HP Laserjet III	4 MB

HP Laserjet IIIsi	4MB

HP Laserjet IV and Higher	1 MB

Does Forms571 print on HP 8000 series laser printers?

Yes, Forms571 will print to the HP 8000 series printer but you may have to install a different printer driver to allow the printer to print the forms properly.

One of the following printer drivers should work;

HP Laserjet 4000 Series PS

HP Laserjet PCL6

HP Laserjet PCL 5e

See your network administrator or computer help desk for assistance in installing and/or changing printer drivers.

Does Forms571 print on HP 2100 series laser printers?

Yes, Forms571 will print to the HP 2100 series printer but you will have to install a different printer driver to allow the printer to print the forms properly.

One of the following printer drivers should work;

HP Laserjet 2100 PCL 5e

HP Laserjet III

See your network administrator or computer help desk for assistance in installing and/or changing printer drivers.

Does Forms571 print on HP 4000 series printers laser printers?

Yes, Forms571 will print to the HP 4000 series printer but you will have to install a different printer driver to allow the printer to print the forms properly.

One of the following printer drivers should work;

HP Laserjet 2100 PCL 5e

HP Laserjet III

HP Laserjet 4000 Series PS

See your network administrator or computer help desk for assistance in installing and/or changing printer drivers.


Miscellaneous FAQ
Miscellaneous - FAQ - Frequently Asked Questions

How do I edit the Extended Due Date field before using the "Print Cover Letter with Extended Due Date" option?

The "Extended Due Date" is stored in the County Assessors table.  To edit this field, choose Tools - County Assessors from the main menu.  Click on the name to select the county you wish to edit and then click on the Edit tab located directly across from the County Tab.   Make your changes to the "Extension Month Day" field.  Save your changes before closing the window.

I've noticed that "Page 1" of the forms generated by Forms571 does not match exactly with the forms distributed by each of the county assessors offices.  Why is this?

There are currently 58 counties in California and each one of them has tailored page 1 of the original 571 form to suit their purposes.  There is no standardization among the counties.  Therefore page 1 of the county's original 571 form must be signed and returned with the output generated by the Forms571 program as an attachment.  The counties require the return of their originals because having their preprinted information readily available reduces their workload.  In order to keep the cost of our package affordable we have chosen not to customize the the forms for each county.

Once the data is entered in the program is it proforma's or saved from year to year?

Yes, once the data is entered it is retained and will 'proforma' or 'roll forward' each year.  Thus after setting up historical data the first year, the input effort in subsequent years should be minimal.  This depends, of course, upon the number of changes your clients make each year.

My client lost the 571 form that was sent to them by the county assessor.  How can I print a blank 571 form?

Although Forms571 does print blank forms (see Printing Forms) , it is strongly recommended that you contact the county assessor and ask them to send an original 571 replacement form for your client.  See Submit County's Original Page 1

How do I edit the cover letter?

For step-by-step instructions see the topic: Printing Cover Letters

How come I can not permanently change the cover letter so I do not have to change it each time I print it for each client?

This is not currently a feature of Forms571.

Hint: To save time when making the same changes to multiple cover letters, after making  the changes on the display to first cover letter, highlight the changed text, copy it to the clipboard, and paste it into the next client's letter when you open it.

Whenever I print a Form 571 the word "DEMO" is appearing all over the form – how do I fix that?

The word "DEMO" should only print on the forms generated by an unlicensed trial version of the Forms571 program.   For more info see Licensing Forms571.

If you have already paid for the program then the either the license has expired or the license number was inadvertently erased or changed.  You must re-enter the company name and the license number originally sent to you when you purchased the program.  If you cannot find your license number or the original license number no longer works please contact us and we will provide a new license number.

If you have not paid for the program yet please see the topic: Printing an Order Form. Upon receipt of the order form a license key will be emailed or faxed to you that will fully enable your program.

How long has County Software been in business?

County software started in 1996 and has been in business ever since.  Our office is open regular business hours during the months of January through May but only part time from June through December each year.

I have the Forms571 program installed on several local c: drives.  How can I combine the client data files from these hard drives?

You can not combine the data files but County Software can.  For a flat fee of $65 (no matter how many data sets need to be merged) we will merge your client data files for you.

Please send us the following data files:

All of the files only (not the folder called 'empty') in the \forms571\dbf folder

The first file name should be 571.dbc and the last file name should be suppltmp.dbf.  Copy these files to a floppy or email them to us at  support@countysoftware.com    We will return your merged files within 3 business days and invoice you $65 for the service performed.

What is the difference between the Demo program and the actual program?

The only difference between them are the words "DEMO" printed on all of the reports generated by the program.  You can enter all your data, print out some forms and get a feel for the software.  When you decide to purchase go to Printing an Order Form for instructions.  Upon receipt of the order form a license key will be faxed or emailed to you that will fully enable your program.  You will not have to wait for any additional software – you already have everything you need!

Why are some or all of my clients missing from the Batch Printing screen?

The Batch Printing screen only includes locations that have been updated during the current tax year. A client location is updated the first time you open the form after installing the annual update. To open the form select a client in the Client List screen by clicking on the client, choosing the location, and then clicking on the 571 button.

If you prefer to update all locations at once without opening them first you can run the Version 25 Update tool which is included on the CD. The file is named Vers25upd.exe. To download this file from our website please contact technical support for assistance.

Why is my County Assessor file not reflecting the most recent Assessor information?

The annual update includes updates to the County Assessor information as published on the California State Board of Equalization website just prior to the program release data.

 However we do not automatically install the updated Assessor file in order to protect any customizations you may have made to it.

To overwrite your current County Assessor file with the one current to the date above follow these easy steps:

   1. Click Help - About on the tool bar in the application.

   2. Note the Program Path.

   3. Close the application and make sure no one else has the application open.

   4. Delete these two files from the Program Path: County.dbf and County.cdx.

   5. Enter the application again. The County database files will be restored from the information stored within the application.

Why am I not able to print prior year forms earlier than 2010 any longer?

 The Tax forms changed significantly between the 2009 and the 2010 version (2008 and 2009 tax years). It is because of these changes that we can no longer offer the capability of printing prior year forms prior to 2010 (tax year 2009).

We recommend that you keep full backups of your data and the corresponding Forms571 program for each year.  In order to print 2009 forms you will have to load out the 2009 version of Forms571


Batch Printing

You may select (or deselect) forms for printing by clicking in the Print column.  If a form has been selected a 'Y' will display in the Print column.

You may also select (or deselect) all forms for printing by clicking on the Select All button.


Unable to access the version I just installed

 When installing the annual update most customers will accept the default location which places the updated program on the local drive in the C:\Forms571 folder.

However, it is also common for most customers to share their data files and locate them on a network drive. Let's call that network drive F: for illustration purposes.

Therefore it is possible that your shortcut to the Forms571 program is pointing to a different drive letter and or folder location than the default one of C:\Forms571. To check this, right-click on the menu item or shortcut that you use to launch the Forms571 program and look at the properties.

If the TARGET does not point to the C:\Forms571 folder then you will have to reinstall the update and select the TARGET folder as the location for the newly installed program.