Get Ca Form 3581 2023-2025

Filling out the CA Form 3581 online can streamline your tax deposit refund and transfer requests. This guide provides clear and detailed instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the CA Form 3581 online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the taxable year at the top of the form. Make sure to use the four-digit format.
3. Provide your name(s) as shown on the tax return along with the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). If applicable, include your spouse’s or Registered Domestic Partner’s (RDP) SSN or ITIN.
4. Fill in your address, including the number and street, suite, room, PO box, or Private Mail Box (PMB) number. Indicate 'PMB' first, followed by the box number (e.g., 111 Main Street PMB 123).
5. Provide the California corporation number, California Secretary of State (SOS) file number, or Federal Employer Identification Number (FEIN) as necessary.
6. Select the type of tax that applies to your request by checking one of the options: Personal income tax, Corporate tax, LLC fee, or LP, LLP, REMIC annual tax.
7. Enter the tax deposit payment amount and the date of payment. Be sure to provide accurate information.
8. Indicate your requested action by checking one of the options provided: Refund, Transfer to another taxable year, or Convert deficiency administrative action to action on a refund claim.
9. If requesting a refund, enter the amount to be refunded. If transferring funds, specify the amount to be transferred to the taxable year indicated.
10. Sign and date the form in the designated area. If applicable, the spouse’s or RDP's signature is also required.
11. After completing all necessary fields, save your changes, and choose to download, print, or share the form as needed.

Complete your CA Form 3581 online today to streamline your tax deposit requests!