Form preview

Get the free Tax Preparer Request to Electronically File Tax Returns. CDTFA-91-A

Get Form
CDTFA91A REV. 3 (1217)STATE OF CALIFORNIA PREPARER REQUEST TO ELECTRONICALLY FILE TAX RETURNSCALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATIONACCOUNT INFORMATION Please printCDTFA ACCOUNT NUMBER(S)NAME
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign tax preparer request to

Edit
Edit your tax preparer request to form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your tax preparer request to form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit tax preparer request to online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
In order to make advantage of the professional PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit tax preparer request to. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Register for an account and see for yourself!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out tax preparer request to

Illustration

How to fill out tax preparer request to:

01
Start by gathering all necessary documents, such as W-2 forms, 1099s, and any other income or deduction records.
02
Carefully review each document and ensure that all the information is accurate and up-to-date.
03
Fill out the tax preparer request form, providing your personal information, such as your name, address, and social security number.
04
Include any additional information requested on the form, such as your filing status or any specific questions about your tax situation.
05
Double-check all the information you have entered on the form to make sure there are no mistakes or omissions.
06
Sign and date the form before submitting it to your tax preparer or tax office.

Who needs tax preparer request to:

01
Individuals who are seeking professional assistance with their tax preparation may need to fill out a tax preparer request form.
02
Small business owners or self-employed individuals who require expert advice and consultation for their tax filings may also need to submit this form.
03
Taxpayers with complex financial situations, such as multiple sources of income, investments, or rental properties, may benefit from engaging a tax preparer and consequently filling out a tax preparer request form.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.9
Satisfied
45 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

pdfFiller’s add-on for Gmail enables you to create, edit, fill out and eSign your tax preparer request to and any other documents you receive right in your inbox. Visit Google Workspace Marketplace and install pdfFiller for Gmail. Get rid of time-consuming steps and manage your documents and eSignatures effortlessly.
The easiest way to edit documents on a mobile device is using pdfFiller’s mobile-native apps for iOS and Android. You can download those from the Apple Store and Google Play, respectively. You can learn more about the apps here. Install and log in to the application to start editing tax preparer request to.
Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your tax preparer request to by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.
Tax preparer request is a form that tax preparers use to request information or documents from their clients.
Tax preparer request is typically filed by tax professionals or individuals responsible for preparing tax returns.
Tax preparer request can be filled out by providing all necessary information regarding the specific information or documents needed.
The purpose of tax preparer request is to ensure all necessary information is obtained to accurately complete the tax return.
The information to be reported on tax preparer request may include income statements, deductions, and other relevant tax-related documents.
Fill out your tax preparer request to online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.