Get Ca Ftb 3500 2020

The CA FTB 3500 form is an exemption application designed for organizations in California seeking tax-exempt status. This guide provides a clear, step-by-step method for completing the form online, ensuring all necessary information is accurately submitted.

Follow the steps to complete the CA FTB 3500 online.

1. Press the ‘Get Form’ button to obtain the CA FTB 3500 form and access it in your editor.
2. Begin by filling in the organization information section. Enter the California corporation number or Secretary of State file number, the federal employer identification number (FEIN), and the name of the organization as stated in its creating document. Provide the web address, street address, city, state, telephone, secondary telephone, ZIP code, and fax number.
3. Complete the representative information section, which includes the name of the representative, their email address, and their street address, city, state, telephone, secondary telephone, ZIP code, and fax.
4. Proceed to Part I, Organizational Structure. Answer the questions whether the organization is a foreign corporation, a trust, or a limited liability company by marking 'Yes' or 'No' and providing any required details.
5. Continue through the general questions, providing truthful answers regarding tax-exempt status with the IRS and whether you are applying for group exemption.
6. In Part II, enter detailed information about the organization's narrative of activities, including any past, present, and planned activities. Make sure to comply with the request for the California Revenue and Taxation Code (R&TC) section that applies.
7. Complete the financial data section, indicating whether the organization has filed the necessary annual information returns and attaching any required financial statements.
8. Fill out information regarding officers, directors, and trustees, including their mailing addresses and compensation amounts.
9. Proceed with the history section, confirming any previous California ID numbers or revocations of exemption.
10. Complete the fund-raising and specific activities sections, ensuring compliance with reporting any fundraising activities and specific operational details.
11. Finalize by reviewing all provided information for accuracy, then save your changes, download, print, or share the completed form as needed.

Start filling out the CA FTB 3500 online today to secure your organization's tax-exempt status.