FTB 3567 Installment Agreement Request FTB 3567, Installment Agreement Request-2026

See details

4.9 out of 5

32 votes

The document outlines the process for requesting an installment agreement to pay tax liabilities in installments if unable to pay in full. It details eligibility criteria, taxpayer obligations, conditions for approval, and procedures for submitting requests online, by mail, or by phone. The document also explains the implications of insufficient funds, potential state tax liens, and mandatory electronic payment requirements.

Here's how it works

01. Edit your franchise tax board online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send franchise tax board form 3567 via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out FTB 3567 Installment Agreement Request with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the FTB 3567 Installment Agreement Request in the editor.
Begin by filling in your personal information, including your name, address, and Social Security Number (SSN) or FTB ID. If applicable, include your spouse's details.
In Box 1, enter the amount you plan to pay each month towards your tax liability. Ensure this amount is realistic based on your financial situation.
In Box 2, select a date for your monthly payments. This date must be no later than the 28th of each month to avoid processing delays.
Complete the Electronic Funds Transfer (EFT) Authorization section by providing your bank details. Make sure to specify whether it’s a checking or savings account.
Review all entered information for accuracy before signing and dating the form at the bottom.
Once completed, save your document and follow the instructions to submit it via mail or online as preferred.

Start using our platform today to easily complete and submit your FTB 3567 Installment Agreement Request for free!

See more FTB 3567 Installment Agreement Request FTB 3567, Installment Agreement Request versions

We've got more versions of the FTB 3567 Installment Agreement Request FTB 3567, Installment Agreement Request form. Select the right FTB 3567 Installment Agreement Request FTB 3567, Installment Agreement Request version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2024	4.9 Satisfied (32 Votes)
2014	4.9 Satisfied (463 Votes)
2011	4.3 Satisfied (45 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

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

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.

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 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.

Do you have to pay the $800 California LLC fee in 2025?

California LLCs formed after January 1, 2024: Meaning, there is no more waiver (its $800 per year), and the California LLC Annual Franchise Tax is due in the 4th month after your LLC is formed. For example, if your LLC was approved on June 1, 2025: Your first $800 Annual Franchise Tax is due by September 15, 2025.

Why am I getting a letter from the California Franchise Tax Board?

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.

ftb 3567

FTB installment agreement Form FTB form 3567 FTB installment agreement status Franchise Tax Board installment agreement phone number ftb.ca.gov installment agreement apply online FTB payment plan ftb.ca.gov payment options IRS installment agreement

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

What is CA form 3567?

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

Does CA FTB offer payment plans?

You may be eligible for an installment agreement if the following conditions apply: The tax liability you owe does not exceed $25,000. The installment period for payment does not exceed 60 months. You have filed all required valid personal income tax returns.

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.