Incorporating e-file Into Your Office
With e-file, you and your clients must sign one of the following California e-file return authorization forms, a stand-alone payment authorization form (if applicable) listed below, or use the Self-Select PIN Method.
The following authorization forms are available:
- FTB 8453, California e-file Return Authorization for Individuals
- FTB 8453 (PMT), California Payment for Automatic Extension and Estimate Payment Authorization for Individuals*
- FTB 8453-FID, California e-file Return Authorization for Fiduciaries
- FTB 8453-FID (PMT), California Payment for Automatic Extension and Estimate Payment Authorization for Fiduciaries*
- FTB 8879, California e-file Signature Authorization for Individuals
- FTB 8879-FID, California e-file Signature Authorization for Fiduciaries
- FTB 8879 (PMT), California Electronic Funds Withdrawal Payment Signature Authorization for Individuals and Fiduciaries*
- FTB 8453-C, California e-file Return Authorization for Corporations
- FTB 8453-EO, California e-file Return Authorization for Exempt Organizations
- FTB 8453-LLC, California e-file Return Authorization for Limited Liability Companies
- FTB 8453-P, California e-file Return Authorization for Partnerships
- FTB 8453-BE (PMT), California Payment for Automatic Extension Authorization for Business Entities
*Not all software support stand-alone Electronic Funds Withdrawal (EFW) for extension and estimate payments. Check with your software provider for more information.
- Unless your client uses the Self-Select PIN Method (individual taxpayers only), you and your client are required to sign the applicable authorization form after the return has been prepared, reviewed, and before the return is e-filed.
- You and your client must keep the authorization form for four years after the due date of the return or four years from the date the return is e-filed, whichever is later.
Suggestions from successful e-filers:
- When you mail completed returns to your clients, mail them:
- The completed return, either in electronic format, or paper.
- The authorization forms.
- A self-addressed stamped envelope.
- A bill for your preparation fees.
- Instructions to return payment for your fees along with the signed authorization forms.
- Instructions for payment options for payment of state tax, if applicable.
- A message that you will e-file their return or stand-alone EFW payment request only when you receive both their payment for preparation and their completed authorization forms.
Set up a client log to keep track of when you send the package to your client and when you receive the signed authorization forms. A client log can help track the entire return process. Click here for more information.
- When you complete the return while your client is in your office:
- Have them sign the authorization forms or use the Self-Select PIN Method (individual taxpayers only).
- Have them pay your fees.
- Transmit the return (after they leave or while they are in the office, depending on how you want to schedule your e-file transmissions).
- Retrieve the ACK.
- Provide your client with proof of acceptance (FAX or email is acceptable).
- Store the signed authorization documents in one of the following formats:
- In your computer, by scanning the document and saving as a Portable Document Format (.pdf) or image file
- On CD or portable USB/flash drive
- By paper, keeping a copy in your client files.
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