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State of California Franchise Tax Board

Redesigned Form 3500 Exemption Application and Booklet

We redesigned the form and booklet to:

  • Increase clarity in the language and flow of the booklet.
  • Improve guidance within the instructions in the booklet.
  • Provide a more comprehensive checklist to ensure complete exemption application package.
  • Include new schedules created for churches, hospitals, and credit counseling organizations.
  • Provide space on the Exemption Application for answers (instead of asking to attach statements).
  • Provide sample layout for organizing documents to ensure correct language is used for specific types of tax-exempt organizations.
  • Assimilate federal exemption Forms 1023 and 1024 when possible.

Back to Charities and Nonprofits (Exempt Organizations)

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