Get California Form 3500 A, Submission Of Exemption Request

Filling out the California Form 3500 A can be a straightforward process if approached methodically. This guide will walk you through each part of the form, ensuring you have all the necessary information and support to complete your exemption request accurately.

Follow the steps to successfully complete your exemption request

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by filling in the organization information section. This includes the California corporation number or Secretary of State file number, the FEIN, the name of the organization as it appears in its founding documents, the web address, and the full street address, including the city, state, ZIP code, and telephone numbers.
3. Fill out the representative information section, providing the name, email address, mailing address, and telephone numbers for the representative handling the submission.
4. In Part I of the form, answer the questions regarding the entity's tax-exempt status and trust status. If the entity's tax-exempt status has been revoked, you will need to stop and file form FTB 3500 instead.
5. Provide the date the organization was established or started conducting business in California.
6. Report the organization's gross receipts for the current year as well as the three previous taxable years. If the organization has been in existence for less than a year, provide projected gross receipts.
7. Complete the questions regarding group exemption, indicating if the parent organization is applying for a group exemption and attach the required documents if necessary.
8. Review the Purpose and Activity section to check the applicable primary purpose and activity of your organization based on the provided categories. Mark the relevant boxes.
9. Before finalizing, ensure all fields are accurately completed and all necessary documents, including the Federal Determination Letter, are attached.
10. Once you have filled out the form, review it for accuracy. You can then save your changes and choose to download, print, or share the completed form as needed.

Begin your online submission process today and make sure your exemption request is completed accurately.