Chat with an FTB Representative

Tax News
Use FTB-approved substitute or scannable forms

If 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