FTB 3567 - Installment Agreement Request Installment Agreement Request - ftb ca-2026

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The document outlines the process for requesting an installment agreement with the California Franchise Tax Board for taxpayers who are unable to pay their tax liability in full. It details eligibility criteria, conditions for the agreement, payment methods, and consequences of non-compliance. Taxpayers can apply online, by mail, or by phone, and must adhere to specific requirements including timely payments and maintaining adequate funds in their bank accounts.

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Click ‘Get Form’ to open the FTB 3567 in the editor.
Begin by entering your personal information, including your name, address, and Social Security Number (SSN) in the designated fields.
In Box 1, specify the monthly payment amount you can afford. Ensure this amount aligns with your financial situation.
In Box 2, select a payment date that is no later than the 28th of each month for automatic withdrawals.
If applicable, initial the box indicating financial hardship if your tax liability exceeds $10,000 or if you need an extended payment period.
Complete the Electronic Funds Transfer (EFT) section by providing your bank details and authorizing monthly withdrawals.
Review all entered information for accuracy before signing and dating the form at the bottom.
Once completed, save your document and follow instructions to submit it via mail or online as preferred.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Why is FTB sending me a letter?

The Franchise Tax Board will send a notice or letter to personal taxpayers and business entities for issues that may include but not limited to: You have a balance due. You are due a larger or smaller refund. We need to notify you of delays in processing your return.

How to obtain an IRS installment agreement?

You will need to create an IRS Online Account, and then you can apply for a payment plan online without needing to call, mail, or visit the IRS. You will need a photo identification to create your account. If you are applying for a direct debit payment plan, you will need your bank routing and account numbers.

What is ca form 3567?

CA Form 3563 - Payment for Automatic Extension for Fiduciaries. CA Form 3567 - Installment Agreement Request.

Why would I owe money to the Franchise Tax Board?

The FTB explicitly calculates a penalty (essentially interest) on any underpaid quarterly installments from the due date until paid. Even if you timely filed and paid what you thought was enough, the FTB may determine you still owe if you under-withheld or underpaid quarterly.

Who is required to pay California franchise tax?

All businesses registered with the state of California have to pay the California Franchise Taxes (except for tax-exempt businesses like nonprofits). This means that C corps, S corps, LLCs, LPs, LLPs, and LLLPs all are all responsible for the California Franchise Tax.

ftb installment agreement form

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What is tax form 3567?

FTB 3567 - Installment Agreement Request. Page 1. Installment Agreement Request. Complete and sign this page. Mail it to: FRANCHISE TAX BOARD, PO BOX 2952, SACRAMENTO CA 95812-2952. If we approve your request, we agree to accept monthly installment payments instead of immediate payment in full.

Who is eligible for a tax payment plan?

You may qualify to apply online if: Simple payment plan (installment agreement): You owe $50,000 or less in combined tax, penalties and interest. You have filed all required returns. Short-term payment plan: You owe less than $100,000 in combined tax, penalties and interest.

What is an installment agreement request?

Use IRS Form 9465 Installment Agreement Request to request a monthly installment plan if you cant pay your full tax due amount. The IRS encourages you to pay a portion of the amount you owe and then request an installment for the remaining balance.