Use FTB-approved substitute or scannable formsIf you plan to use tax preparation software for 2007 tax forms, 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.
All companies that manufacture and sell tax preparation software that generate California income tax forms must file an annual agreement with FTB stating their intent to comply with our requirements. 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. For a copy of FTB Form 1096, go to www.ftb.ca.gov and search for "2007 Form 1096."
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’re unsure whether the forms you plan to use this 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 provide you a copy of the FTB approval letter for each form.
At press time, the following software companies filed form FTB 1096 with FTB, agreeing to comply with our requirements:
| Company Name | Telephone Number | Company Name | Telephone Number |
|---|---|---|---|
| 5227 Tax System Inc. | (626) 578-1978 | 2nd Story Software Inc. | (319) 373-3600 x 1039 |
| ACS Securities Services Inc. | (214) 887-7725 | American Financial & Tax | (714) 669-1172 x105 |
| ATX, CCH, a Wolters Kluwer Business | (207) 498-4289 x40041 | Block Financial (TaxCut desktop Software) H&R Block Digital Tax Services |
(617) 475-2031 |
| BNA Software | (301) 387-4290 | Brass Tax Presentations | (858) 487-2331 |
| CCH Tax & Accounting – CA | (310) 543-4122 | CCH Tax & Accounting, a Wolters Kluwer Business (Prosystem FX & Complete Tax) |
(316) 612-5502 |
| CCH Tax & Accounting, a Wolters Kluwer Business (Write-Up) |
(316) 612-5502 | CCH, a Wolters Kluwer Business | (847) 267-2334 |
| CFS Tax Software Inc. | (800) 343-1157 x 129 | CORPTAX, LLC | (847) 236-8134 |
| Creative Solutions - TTA (034) | (800) 607-5100 X 3215 | DataProse Inc. | (972) 871-4436 |
| Data Technology Group | (315) 493-1120 | Deloitte Tax LLP | (312) 486-5426 |
| Drake Software | (828) 349-5986 | Ernst & Young LLP | (212) 773-1162 |
| ExacTax, Inc. | (800) 352-3638 x 219 | EzTaxReturn.com, LLC | (617) 395-0360 |
| FileYourTaxes.com | (805) 644-9398 | Gear Up Tax Seminars | (916) 645-1040 |
| Gemisys Financial | (303) 705-6000 x 6423 | H&R Block Inc. | (816) 854-3416 |
| Howard Soft | (858) 454-0121 | Intuit, Inc. | (858) 215-7171 |
| Jackson Hewitt | (941) 378-7127 | Lamson Tech |
(215) 627-5874 |
| Lawrence Livermore National Security, LLC | (925) 423-6846 | Legal Aid Society of Orange County | (714) 571-5203 |
| Liberty Tax Service/WeFile Inc. | (757) 301-8122 | LTS Software Inc. | (408) 935-8468 x 104 |
| Nelco Solutions | (920) 337-2874 | On-Line Taxes Inc. | (816) 665-8115 |
| Orange Door Inc. | (650) 952-1773 | ORRTAX Software Solutions | (425) 957-8141 |
| PETZ Enterprises Inc. | (209) 835-2720 x 2105 | Phoenix American Financial Svcs. Inc. | (415) 485-4770 |
| Ram Quest Software Inc. | (214) 291-1600 x 111 | RBJ Computer Systems Inc. | (626) 357-9725 |
| Rhodes Computer Services (TaxSlayer) | (706) 855-0350 x 218 | SDDS Computer Accounting | (909) 987-2408 |
| Smartrak Group Inc. | (763) 559-2335 | Smokey Software Inc. | (501) 779-3849 |
| Southern California Permanente Medical Group | (626) 405-3024 | Spidell Publishing Inc. | (714) 776-7850 |
| STF Services Corporation | (800) 541-7197 x 266 | TaxHawk, Inc. | (801) 812-1040 x 15 |
| Tax Materials, Inc. | (952) 746-5276 | Taxsation, Inc. | (888) 829-1120 x 168 |
| Tax$imple Inc. | (973) 989-8955 | Taxware Systems, Inc. | (909) 931-3131 |
| TAXWISE | (706) 290-7287 | TAXWORKS, LLC | (801) 529-9089 |
| Thomson Tax & Accounting | (972) 250-8241 | Vertex Inc. | (941) 342-3674 |
| Weaver Land Corp - Weaver Tax Service | (408) 258-0912 | William H Downs, CPA | (818) 981-4313 x 12 |
| Wilson LLP | (404) 841-6250 x 1 | WNC & Associates, Inc. | (714) 662-5565 x 187 |
| World Tax Partners LLP | (972) 236-6748 |