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STATE OF CALIFORNIA FRANCHISE TAX BOARD Authorization Agreement for Electronic Funds Transfer (EFT) (See Reverse for Instructions) Check appropriate box: New EFT Account Change Bank Account Change

How to fill out ftb 3815 authorization agreement

Who needs ftb 3815 authorization agreement?

Individuals or businesses who need to authorize someone else to act on their behalf regarding their state tax matters may need to fill out the FTB 3815 Authorization Agreement. This could include situations where the taxpayer wants to authorize a tax professional or representative to handle their tax issues or communicate with the Franchise Tax Board (FTB) on their behalf.

How to fill out ftb 3815 authorization agreement:

1. Begin by downloading the FTB 3815 Authorization Agreement form from the official website of the Franchise Tax Board or obtain a printed copy from a local FTB office.
2. Fill in the relevant taxpayer information at the top of the form, including the full name, address, social security number (SSN), or employer identification number (EIN) associated with the tax account.
3. Indicate the type of return(s) the authorization applies to by selecting the appropriate box(es). This could include individual income tax, partnership tax, corporate tax, etc.
4. If the authorization is specific to certain tax years, write down the applicable years in the designated section. If there is no specific timeframe, leave this section blank.
5. Choose the type of authorization desired by checking the appropriate box(es). This could include authorization for inquiries, tax information disclosure, representation before the FTB, etc.
6. If the taxpayer wishes to authorize a specific individual or organization to act on their behalf, provide the authorized representative's name, address, and phone number. Also, include their PTIN, CTEC, or other identifying information if applicable.
7. If the representative is an attorney, CPA, or enrolled agent, they may sign the agreement themselves. Otherwise, the taxpayer should sign and date the authorization at the bottom of the form.
8. Once completed, make a copy of the signed form for your records and mail the original to the designated FTB address provided on the form. Alternatively, some forms may allow for electronic submission if available.

Remember, it is crucial to provide accurate and up-to-date information when filling out the FTB 3815 Authorization Agreement. By doing so, you can ensure that the authorized individual or organization can effectively handle your tax matters and interact with the FTB on your behalf.

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What is ftb 3815 authorization agreement?

FTB 3815 authorization agreement is a form used by the Franchise Tax Board (FTB) in California to authorize a representative to act on behalf of a taxpayer in tax matters.

Who is required to file ftb 3815 authorization agreement?

Taxpayers who wish to grant authority to a representative to act on their behalf in tax matters are required to file FTB 3815 authorization agreement.

How to fill out ftb 3815 authorization agreement?

To fill out FTB 3815 authorization agreement, taxpayers need to provide their personal information, representative's information, and sign the form to authorize the representative.

What is the purpose of ftb 3815 authorization agreement?

The purpose of FTB 3815 authorization agreement is to grant authority to a representative to act on behalf of a taxpayer in tax matters such as tax return preparation, audits, and other tax-related activities.

What information must be reported on ftb 3815 authorization agreement?

Information such as taxpayer's name, taxpayer identification number (TIN), representative's name, representative's identification number, and the scope of authority granted must be reported on FTB 3815 authorization agreement.