Get Ftb 3520

Filling out the FTB 3520 form, also known as the Power of Attorney Declaration, is essential for granting authority to a representative for your tax matters. This guide provides step-by-step instructions on how to complete the form online, ensuring you accurately fill out each section for a smooth filing process.

Follow the steps to successfully complete the FTB 3520 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part 1, provide your taxpayer information. Select the appropriate option for Individual, Fiduciary, or Business Entity and enter the necessary details such as name, address, and identification number.
3. Proceed to Part 2 and enter the name and contact information of the representative you are appointing. Ensure that all details match existing records.
4. In Part 3, define the general privileges of the representative by checking the appropriate authorization boxes.
5. If needed, go to Part 4 to authorize the representative for all tax years or specify a limited duration for their representation.
6. Part 5 requires you to specify which tax years or income periods the Power of Attorney will cover. Include specific dates rather than general terms.
7. In Part 6, indicate any additional privileges you wish to grant your representative, such as the authority to sign your tax return.
8. Complete Part 10 by providing your signature along with the date. If applicable, corporate officers or partners must include their title here.
9. Review the completed form for accuracy and completeness. Save any changes you've made, and you can choose to download, print, or share the completed form.

Complete your FTB 3520 form online to ensure effective management of your tax matters.