Use
FTB-approved substitute or scannable formsIf you plan to use tax preparation software next year, be sure the California income tax forms generated from your software meet the requirements of our Substitute Forms Program. Filing tax returns on unapproved forms can lead to processing delays. And, in those cases where we cannot process the tax returns, we will have to contact your clients directly to resolve the processing problems.
All companies that manufacture and sell tax preparation software that generate California income tax forms must file an agreement with us stating their intent to comply with our requirements for the 2006 tax year. By signing form FTB 1096, Agreement to Comply with FTB Publication 1098 Annual Requirements, the company agrees to follow the rules for developing substitute and scannable forms.
Filing form FTB 1096 is the first step in the approval process. The second step is making sure that tax software companies actually comply with our annual requirements, and obtain our approval for use in the coming year. Tax software companies that produce substitute and scannable forms are required each year to submit their forms to us for approval before they are offered to their customers.
If you are unsure whether the forms you plan to use this upcoming filing season are FTB-approved, ask your software provider to show you the FTB-issued approval letter for each form you plan to use, before you use it. Don't accept a general statement from your provider that all company forms have been approved. Instead, give your provider a list of the forms you plan to use, and ask your provider to give you a copy of the FTB approval letter for each form.
Note: Companies that either sell or provide photocopies of official FTB forms do not need to submit them for approval.
At press time, the following software companies filed form FTB 1096 with us:
| Company name | Telephone number |
| 5227 Tax System Inc. | (626) 578-1978 |
| 2nd Story Software, Inc. | (319) 373-3600 |
| Accountant Stationers and Printers | (213) 749-9241 |
| American Financial and Tax | (714) 669-1172 ext. 105 |
| ATX II, LLC | (800) 944-8883 |
| Block Financial Corporation | (800) 869-9220 |
| BNA Software | (301) 367-4290 |
| Brass Tax Presentations | (858) 487-2331 |
| C & S Technologies | (408) 935-8468 ext. 104 |
| CCH Tax and Accounting | (800) 739-9998 |
| CFS Tax Software, Inc. | (800) 343-1157 |
| Clientwhys, Inc. | (818) 338-8700 ext. 240 |
| CorpTax, LLC | (847) 236-8000 |
| Creative Solutions | (800) 968-0600 |
| Data Technology Group | (315) 493-1120 |
| Deloitte & Touche USA LLP | (615) 882-6068 |
| Drake Software | (828) 524-8020 |
| Exactax, Inc. | (714) 284-4802 ext. 219 |
| Eztaxreturn.com | (516) 626-7666 ext. 474 |
| Fileyourtaxes.com | (805) 644-9398 |
| Gear Up Tax Seminars | (916) 645-1040 |
| H & R Block, Inc. | (816) 854-3416 |
| HowardSoft | (858) 454-0121 |
| Intuit, Inc. | (858) 525-7108 |
| Jackson Hewitt Tax Service | (941) 378-7127 |
| Lamson Tech | (215) 627-5874 |
| Legal Aid Society of Orange County | (714) 571-5200 |
| Nelco Solutions | (800) 256-4669 |
| On-line Taxes, Inc. | (816) 232-0095 |
| Online Tax Pros, Inc. | (479) 968-4796 |
| Orrtax Software Solutions, Inc. | (425) 649-8291 ext. 8141 |
| Petz Enterprises | (209) 835-2720 ext. 2105 |
| Phoenix American Financial Services, Inc. | (415) 485-4500 |
| Pricewaterhouse Coopers LLP | (813) 329-9548 |
| Lawrence Livermore National Laboratory | (925) 422-1100 |
| Rhodes Computer Services | (706) 868-0985 |
| RIA | (800) 327-8829 |
| SDDS Computer Accounting | (909) 987-2408 |
| Spidell Publishing, Inc. | (714) 776-7850 |
| Software Sourcery Systems, Inc. | (619) 469-4844 |
| Southern California Permanente Medical Group | (626) 405-3024 |
| STF Services Corporation | (800) 541-7197 |
| Tax Biz | (408) 243-1472 |
| Tax Hawk | (435) 669-1122 |
| Taxsation Inc. | (888) 829-1120 ext. 150 |
| Tax$imple, Inc. | (973) 989-8955 |
| Taxware Systems, Inc. | (800) 877-1065 |
| TaxWorks by Laser Systems | (801) 529-9150 |
| Trust Tax Services of America | (508) 753-9311 ext. 156 |
| Universal Tax Systems, Inc. | (706) 290-7287 |
| Vertex, Inc. | (941) 342-3674 |
| WeFile, Inc. | (800) 790-3863 |
| Wilson LLP | (404) 841-6250 |
| Wolters Kluwer | (847) 267-7336 |
| World Tax Partners | (972) 236-6716 |
| Zond Panaero Windsystem Partners I | (713) 853-5172 |
| Zond Panaero Windsystem Partners II | (713) 853-5172 |
| Zond Windsystem Energy Associates III | (713) 853-5172 |
| Zond Windsystem Energy Associates IV | (713) 853-5172 |
| Zond Windsystem Energy Associates V | (713) 853-5172 |
| Zond Windsystem Energy Associates VI | (713) 853-5172 |
| Zond Windsystem Energy Associates VII | (713) 853-5172 |
| Zond Windsystem Partners, LTD. Series 85-A |
(713) 853-5172 |
| Zond Windsystem Partners, LTD. Series 85-B |
(713) 853-5172 |
| Zond Windsystem Partners, LTD. Series 85-C |
(713) 853-5172 |