Get Ca Ftb 3500a 2019
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How to fill out the CA FTB 3500A online
This guide provides clear and comprehensive instructions for filling out the CA FTB 3500A form online, which is crucial for organizations seeking tax-exempt status under various Internal Revenue Code sections. Whether you are familiar with legal documents or new to this process, this guide will help you navigate each step with confidence.
Follow the steps to successfully complete the CA FTB 3500A form online.
- Press the ‘Get Form’ button to obtain the CA FTB 3500A form and open it in your document editor.
- Begin by entering your organization information, including the California corporation number or Secretary of State file number, the FEIN, name of the organization as shown in the creation document, web address, street address, city, state, telephone numbers, ZIP code, and fax number.
- Provide representative information by entering the name, email address, and mailing address for the representative, as well as their city, state, telephone numbers, ZIP code, and fax number.
- In Part I, answer the first question about whether the Franchise Tax Board (FTB) has previously revoked the entity’s tax-exempt status by selecting 'Yes' or 'No'. If 'Yes', refer to form FTB 3500 instead.
- Indicate whether the entity is a trust and provide the date of establishment or incorporation in California.
- Report gross receipts for the current year and the three preceding taxable years. Include the total amounts received from all sources for each specified period.
- In Part II, answer whether the parent organization is applying for a group exemption, and if so, attach the federal group determination letter along with a list of all California subordinates.
- If applicable, specify if a subordinate unit is applying for tax-exempt status using a parent’s IRS group determination letter.
- In Part III, check the applicable primary purpose and activity for exemption based on IRC sections corresponding to your federal determination letter.
- Finally, review all completed information, ensuring accuracy, and e-signature where necessary. Save changes, then download, print, or share the form as needed.
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Filing an exemption in California typically involves submitting form 3500A to the CA FTB along with supporting documents that validate your organization's tax-exempt purpose. Make sure to include any necessary evidence that demonstrates how your organization fulfills its mission. Consulting platforms like USLegalForms can provide the necessary tools and templates to help streamline your exemption filing process.
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