Get Ca Ftb 3500a 2020

The CA FTB 3500A form is essential for organizations seeking tax-exempt status based on specific sections of the Internal Revenue Code. This guide provides clear, step-by-step instructions to help users navigate the form and complete it accurately online.

Follow the steps to fill out the CA FTB 3500A online.

1. Click the ‘Get Form’ button to obtain the form and open it in the online editor.
2. Enter the organization information, including the California corporation number or Secretary of State file number, the Federal Employer Identification Number (FEIN), the name as it appears in the organization’s creating document, web address, street address, city, state, telephone numbers, and fax number.
3. Provide the representative information. Fill in the representative's name, email address, mailing address, city, state, telephone numbers, and fax number.
4. In Part I — Entity Information, indicate whether the Franchise Tax Board has previously revoked the entity’s tax-exempt status. Respond 'Yes' or 'No.' If 'Yes,' halt the process as you will need to file form FTB 3500 instead.
5. Answer whether the entity is a trust by selecting 'Yes' or 'No.' Then, provide the date the organization was established or incorporated in California.
6. List the gross receipts for the current year and the previous three taxable years, detailing the total amounts received from various sources.
7. Proceed to Part II — Group Exemption. Indicate if a subordinate unit is applying for tax-exempt status under a parent organization’s IRS group determination letter.
8. If applicable, submit the necessary federal group determination letter and a detailed list of all California subordinates.
9. Finalize your form by reviewing all information for accuracy. Then, save your changes and choose to download, print, or share the completed form.

Complete your CA FTB 3500A form online today for a smooth submission process.