CA Form 3563 - Payment for Automatic Extension for Fiduciaries-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the taxable year at the top of the form. Ensure you specify whether it's for calendar or fiscal year.
3. Fill in the fiduciary's name, title, and address accurately. This information is crucial for identification purposes.
4. Use the tax payment worksheet provided to calculate your total expected tax liability. Enter this amount on line 1 of the form.
5. Complete lines 2a, 2b, and 2c with any applicable payments and credits. Add these amounts together and enter the total on line 3.
6. Subtract line 3 from line 1 to determine your tax due. If there’s an amount due, write it on line 4 and prepare your payment accordingly.
7. Make a check or money order payable to 'Franchise Tax Board' if tax is owed, and include your FEIN and '2023 FTB 3563' on it before mailing.

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