Get Ca Ftb 3500a 2022-2026

This guide provides clear and supportive instructions for filling out the CA FTB 3500A form online. Whether you are familiar with legal documents or not, this step-by-step approach aims to simplify the process of submitting your exemption request.

Follow the steps to complete the CA FTB 3500A form effectively.

1. Click the ‘Get Form’ button to access the CA FTB 3500A document and open it for editing.
2. Begin by entering the organization information. Fill in the California corporation number or Secretary of State file number, FEIN, name of the organization, and web address, followed by the street address, city, state, telephone numbers, ZIP code, and fax number.
3. Provide the representative information, including their name, email address, mailing address, city, state, telephone numbers, ZIP code, and fax.
4. In Part I, answer the questions regarding the entity's tax-exempt status. Indicate if the Franchise Tax Board has previously revoked this status and whether the entity is a trust. Provide the date of establishment or incorporation.
5. Enter the gross receipts for the current year and the previous three years, specifying the beginning and ending dates of each account period.
6. If the organization is a subordinate unit, specify if it is applying for tax-exempt status using a parent’s IRS group determination letter. Follow the instructions for attachments if applicable.
7. Conclude by signing, dating, and including the title of the person submitting the form. Ensure all information is accurate and truthful.
8. After completing the form, you can save your changes, download the completed document, print it for your records, or share it as needed.

Complete your CA FTB 3500A form online today to ensure your exemption request is processed efficiently.