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Fillable CA Form 3500: Franchise Tax Board ExemptionFormSwift-2026

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The document is a California Form 3500 Exemption Application, which organizations must complete to apply for tax-exempt status in California. It includes sections for organizational information, representative details, general questions about the organization's structure and activities, financial data, and specific activities related to various types of organizations such as trusts, LLCs, and charities. The form requires detailed descriptions of the organization's purpose, activities, and financial practices to determine eligibility for exemption under California law.

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Click ‘Get Form’ to open the Fillable CA Form 3500 in the editor.
Begin by entering your organization information, including the California corporation number, FEIN, and name as shown in your creating document. Ensure all fields are filled accurately.
Proceed to the Representative Information section. Input the representative's name, email address, and contact details. This is crucial for communication regarding your exemption application.
In Part I, answer the general questions about your organizational structure. Indicate if you are a foreign corporation, trust, or LLC by selecting 'Yes' or 'No' as applicable.
Continue through each section of the form, providing detailed descriptions of your organization's activities and financial data as required. Use our platform’s features to easily navigate between sections.
Finally, review all entries for accuracy before signing and submitting the form electronically through our platform.

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How do I get a tax-exempt form in California?

There are 2 ways to get tax-exempt status in California: Exemption Application (Form 3500) Download the form. Determine your exemption type , complete, print, and mail your application. Submission of Exemption Request (Form 3500A) If you have a federal determination letter:

What is the California income tax exemption credit?

You may be eligible for a California Earned Income Tax Credit (CalEITC) up to $3,644 for tax year 2024 as a working family or individual earning up to $31,950 per year. You must claim the credit on the 2024 FTB 3514 form, California Earned Income Tax Credit, or if you e-file follow your softwares instructions.

Where to file form 3500A?

Mail form FTB 3500A and a copy of the federal determination letter to: EXEMPT ORGANIZATIONS UNIT, MS F120, FRANCHISE TAX BOARD, PO BOX 1286, RANCHO CORDOVA CA 95741-1286.

Who needs to fill out a form 590?

Who Certifies this Form. Form 590 is certified (completed and signed) by the payee. California residents or entities exempt from the withholding requirement should complete Form 590 and submit it to the withholding agent before payment is made.

How much does it cost to file form 3500A?

How much is the fee for form 3500 in California? FTB 3500A If you chose to, you can obtain IRS 501(c)(3) status before state tax exemption. You will then file form 3500A with the Franchise Tax Board. There is no filing fee for this form.

california form 3500

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What is a tax exemption form?

A sales tax exemption certificate is an official document that allows a business to make purchases without paying the standard sales tax. This certificate is proof that the purchases are not subject to sales tax due to specific exemptions that apply to the business.

What is the tax exemption form for FTB?

To apply for exemption from corporate franchise or income tax, an organization must file form FTB 3500 with all required documentation. Until the exemption is granted, the organization remains taxable and the requirement to file a state tax return continues.

What is a California tax exemption certificate?

0:04 1:22 The certificate is not intended for personal purchases. But for those directly related to theMoreThe certificate is not intended for personal purchases. But for those directly related to the Exempted business activities. It is important to note that not all purchases are eligible for exemption.

Fillable CA Form 3500: Franchise Tax Board ExemptionFormSwift-2026

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Got questions?

How do I get a tax-exempt form in California?

What is the California income tax exemption credit?

Where to file form 3500A?

Who needs to fill out a form 590?

How much does it cost to file form 3500A?

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What is a tax exemption form?

What is the tax exemption form for FTB?

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