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Documentation and recordkeeping for tax practitioners

Documentation and recordkeeping for tax practitioners 2026

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4.3 out of 5

49 votes

The document is the 2022 Tax Practitioner Guidelines for Computer Prepared Returns published by the Franchise Tax Board (FTB). It provides comprehensive instructions for tax practitioners on preparing various California income tax forms using computer software. Key sections include updates for the 2022 tax year, important reminders, guidelines for entering taxpayer information, and details about California's e-file program. The publication emphasizes the importance of using FTB-approved software and forms to ensure accurate processing and timely refunds.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the taxpayer entity information. Ensure that names are in uppercase, using Courier 12-point font without punctuation except for hyphens and slashes.
Fill in the address fields accurately, avoiding any unnecessary symbols. Use standard abbreviations for street suffixes.
Complete the monetary amounts section, ensuring decimal points are correctly placed if applicable.
Attach any necessary supporting documents as specified, ensuring they follow the required order of assembly.
Review all entries for accuracy before submitting. If corrections are needed, reprint the entire form instead of making handwritten changes.

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Versions	Form popularity	Fillable & printable
2022	4.3 Satisfied (49 Votes)
2021	4.8 Satisfied (95 Votes)
2020	4.4 Satisfied (42 Votes)
2019	4.1 Satisfied (58 Votes)
2018	4.1 Satisfied (39 Votes)
2017	4.2 Satisfied (59 Votes)
2016	1 Satisfied (15917 Votes)
2015	4 Satisfied (56 Votes)
2014	4.3 Satisfied (67 Votes)
2013	4 Satisfied (36 Votes)
2012	4 Satisfied (26 Votes)
2011	4.3 Satisfied (55 Votes)
2010	4 Satisfied (56 Votes)
2009	4 Satisfied (23 Votes)
2008	4.2 Satisfied (41 Votes)