Follow the steps to complete the CA FTB 914 form online.

1. Click the ‘Get Form’ button to access the CA FTB 914 and open it in the editor.
2. In Section 1, provide your name or business entity name as it appears on your tax return. Ensure that you enter your taxpayer identifying number as required.
3. If applicable, enter your spouse’s or registered domestic partner’s name and taxpayer identifying number.
4. Enter your current mailing address, including street number, city, state or foreign country, and ZIP code.
5. Provide your fax number and a reachable email address for status updates regarding your request.
6. Indicate the form numbers related to your request, such as 540 or 100, and specify the tax period pertinent to your inquiry.
7. List the name of the individual to contact regarding your issue and include a daytime phone number.
8. Indicate the best time to contact you and whether you consent to leave confidential information on your voice message.
9. Specify any special communication needs you may have, such as interpreting services.
10. Describe the tax issue you are experiencing, including any actions taken by FTB. Mention the relief or assistance you require.
11. For joint requests, both parties must sign and date the form. If submitting for someone else, ensure the authorized representative's signature is included.
12. In Section 2, if assigning a representative, fill in their name, address, and phone number. You must submit a power of attorney declaration if required.
13. Once all fields are complete, save your changes. You can choose to download, print, or share the completed form before submission.

Complete your CA FTB 914 form online to get the assistance you need.