Get Ca Ftb 3520 2015

The CA FTB 3520 form, known as the Power of Attorney Declaration, is essential for individuals and businesses in California who wish to grant authority to others to represent them before the Franchise Tax Board. This guide provides straightforward, step-by-step instructions for completing the form online.

Follow the steps to fill out the CA FTB 3520 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part 1, Taxpayer Information, provide your details as the taxpayer. Choose from Individual, Fiduciary, or Business Entity, and fill in your name, social security number or ITIN, address, and telephone number.
3. In Part 2, Representative, appoint the primary representative by entering their full name, contact details, and IRS CAF number or PTIN. Ensure you include their email address for notification purposes.
4. Optionally, add additional representatives if needed, by including their information as specified. Attach a list if necessary.
5. In Part 3, select if you authorize the listed representative(s) for all tax years or income periods for a limited duration. This authority lasts four years from the date of signing or until revoked.
6. In Part 4, specify the tax years or income periods covered by the Power of Attorney. Clearly indicate the years involved and avoid vague references.
7. In Part 5, Additional Privileges, choose any additional acts you authorize your representative to perform, such as signing your tax return under specific conditions.
8. If applicable, use Part 6 to address the retention or revocation of any prior Power of Attorney. Mark the box to retain previous authorizations if needed.
9. In Part 9, Signature Authorizing a POA, print your name, sign the document, and enter the date. If filing for a business entity, the signing individual must have the authority to bind the entity.
10. Once completed, save your changes and proceed to download, print, or share the form as required.

Complete your CA FTB 3520 online to ensure proper representation for your tax matters.