Form 3500a 2026

1. Click ‘Get Form’ to open form 3500a in the editor.
2. Begin by entering your organization information, including the California corporation number, FEIN, and the name as shown in your creating document. Ensure all details are accurate for a smooth submission.
3. In Part I, answer whether the Franchise Tax Board has previously revoked your entity’s tax-exempt status. If yes, you will need to file form FTB 3500 instead.
4. Provide gross receipts for the current year and the three preceding years. Clearly list each period and ensure that you include projected amounts if applicable.
5. For Part II, indicate if applying for a group exemption and attach necessary documentation if required. This includes federal group determination letters and a list of subordinates.
6. Complete Part III by checking the appropriate boxes that reflect your organization’s primary purpose and activity based on IRC sections.
7. Finally, review all entries for accuracy before signing and dating the form at the bottom. Once completed, submit it as instructed.

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