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Form 3500A is an abbreviated two-pages, in comparison to the rather lengthy Form 3500 previously required.
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:
Steps To Getting A California Franchise Tax Exemption To apply for California tax exemption status, use form FTB 3500, Exemption Application. This is a long detailed form, much like the IRS form 1023. If you have already received your 501c3 status from the IRS, use form FTB 3500A, Submission of Exemption Request.
You can make changes to your business online by using CDTFAs Online Services. Online Services allows you to make changes to business addresses, names, ownership information, sublocations, closeouts, and more.
The purpose of form FTB 3500 is to apply for tax-exempt status from California franchise and income tax. If the organization provides all answers and documents required, the FTB will determine if the organization qualifies for tax‑exempt status.
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My business information or address has changed. What do I do? Sellers permit or prepaid MTS account holders should fill out the Notice of Business Change form (CDTFA-345) and follow the instructions.
Use Form 590 to docHub an exemption from nonresident withholding. Complete and present Form 590 to the withholding agent.
The cdtfa 401-ez short form-sales is a simplified version of the California Department of Tax and Fee Administration (CDTFA) form that is used to report sales and use tax liabilities in California.

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