Get Ca Ftb 3500a 2021

Filling out the CA FTB 3500A form can seem overwhelming, but with clear instructions, you can complete it smoothly. This guide will walk you through each section of the form and provide essential tips for submitting your exemption request.

Follow the steps to successfully complete your CA FTB 3500A form online.

1. Click ‘Get Form’ button to acquire the CA FTB 3500A form and open it in the designated editor.
2. Begin by entering the organization information, including the California corporation number or Secretary of State file number, FEIN, name of the organization, web address, street address, city, state, telephone numbers, ZIP code, and fax number.
3. Provide the representative's information by entering their name, email address, and mailing address, including any suite, room, or PMB number, city, state, telephone numbers, ZIP code, and fax number.
4. In Part I, indicate whether the Franchise Tax Board has previously revoked the entity’s tax-exempt status. If yes, it directs you to file form FTB 3500 instead. Proceed to answer if the entity is a trust and provide the establishment date in California.
5. List the gross receipts for the current year and the three preceding taxable years. If less than one year old, project the gross receipts for the entire year, including the account period start and end dates.
6. Respond to the group exemption questions, indicating if a subordinate unit is applying for tax-exempt status using a parent's IRS group determination letter and whether the parent organization is applying for a group exemption.
7. Complete the purpose and activity section by checking the appropriate primary purpose(s) and activities that align with the IRS exemption categories under 501(c) organizations.
8. Finally, review all entries for accuracy. Sign the form, include the date, title, and the signature of an officer or representative, then prepare to submit.
9. Mail the completed CA FTB 3500A form along with a copy of the federal determination letter to the Exempt Organizations Unit at the address provided.

Start filing your CA FTB 3500A form online today for a seamless exemption request process.