Get 3520 Pit

Filling out the 3520 PIT, also known as the Individual or Fiduciary Power of Attorney Declaration, is essential for authorizing a person to represent you before the Franchise Tax Board. This guide will provide clear and supportive instructions to help you complete the form online, ensuring a smooth submission process.

Follow the steps to fill out the 3520 PIT online with ease.

1. Press the ‘Get Form’ button to access the form and open it in your online editor.
2. Begin with Part 1, which requires you to provide Taxpayer Information. Select either 'Individual' or 'Fiduciary', and complete the required fields such as name, address, and phone number.
3. In Part 2, designate your Primary Representative. Fill in their name, address, contact details, and provide identification numbers like their CA State Bar Number or Enrolled Agent Number.
4. Proceed to Part 3 and specify the Authorization for All Years or Specific Years you want your representative to cover. Choose 'Yes' or 'No' accordingly, and fill in the years if you select 'specific years'.
5. In Part 4, indicate any Additional Authorizations you wish to grant your representatives. Be sure to select 'Yes' or 'No' for each option provided.
6. Finalize your form in Part 5 by signing and dating the document. Ensure that an authorized person completes this section. If signing on behalf of another, include required supporting documentation.
7. Once all sections of the form are filled out, save your changes. You can then download, print, or share the completed form as needed.

Start completing your 3520 PIT online today to authorize your representative efficiently.