Form 3500A - California Franchise Tax Board 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your organization’s California Corporation number or Secretary of State file number, along with the Federal Employer Identification Number (FEIN) at the top of the form.
3. Fill in the name of your organization as shown in the creating document, followed by the address details including suite, room, or PMB number, and contact information.
4. In Part I, check the applicable box for your entity type: Corporation, Association, Trust, or Foreign Corporation. Answer whether the IRS considers your organization a private foundation.
5. Provide gross receipts for the current year and three preceding years. If less than one year old, project gross receipts for the entire year.
6. Complete Part II if applying for a group exemption by indicating 'Yes' and attaching necessary documentation.
7. Finally, review all entries for accuracy before signing and dating at the bottom of the form. Submit it along with a copy of your federal determination letter to the specified address.

Start using our platform today to fill out Form 3500A easily and efficiently!