Get Ca Ftb 3500a 2016

The CA FTB 3500A is a crucial form for organizations seeking exemption based on specific Internal Revenue Code sections. This guide will walk you through the process of completing the form online, ensuring clarity and accuracy.

Follow the steps to complete the CA FTB 3500A online.

1. Click ‘Get Form’ button to obtain the CA FTB 3500A and open it in your preferred online editor.
2. Begin by entering the organization information. Provide the California corporation number or California Secretary of State file number, the FEIN, the name of the organization as shown in the creating document, the street address, city, state, ZIP code, and telephone number.
3. Next, enter the representative information including the name of the individual to contact regarding any additional requirements or information, their telephone number, and the representative’s mailing address.
4. Proceed to Part I of the form, which requires entity information. Check the applicable box to indicate the entity type, and answer whether the IRS considers the organization a private foundation.
5. Indicate when the organization was established, incorporated, organized, or began conducting business in California by filling in the date.
6. Provide gross receipts information for the current year and the three preceding taxable years. If the organization has been in existence for less than a year, provide projected gross receipts for the whole year.
7. Answer whether the IRS has ever suspended, revoked, or audited the organization and, if applicable, provide an explanation.
8. In Part II, indicate if the organization is applying for a group exemption. If yes, attach the federal group determination letter and a list of all California subordinates.
9. In Part III, check the organization’s primary purpose and activity under the relevant IRC sections, ensuring all applicable options are marked.
10. Finally, review the declaration statement, sign, and date the form as an officer or representative of the organization.
11. After completing the form, save your changes. You may then download, print, or share the completed form as needed.

Complete your CA FTB 3500A form online today to ensure your organization receives the proper exemption.